A new CEO, a new approach to doing business, and clear up this kind of unfinished business -- that's the strategy here, ... It's a steep price to pay, but markets hate uncertainty. It's a price worth paying for Boeing. |
Airbus really wants to get an order out of Aeroflot and appears to be losing to Boeing. There's a real concern the Russian aviation market might just close up again so Airbus wants to have a presence on the inside. |
Airbus really wants to get an order out of Aeroflot and appears to be losing to Boeing. There's a real concern the Russian aviation market might just close up again, so Airbus wants to have a presence on the inside. |
All the lenders gave better terms because they felt they would not be the last people to get paid |
Basically, we're going to either have a hollow force or a truncated force structure -- the message here is that we couldn't really afford Iraq and our current military. If Boeing and Lockheed Martin aren't thinking like that in public, they are in private. |
Boeing has all the blue chip orders. Airbus only has 100 orders for the A350. |
Both sides can claim victory. It looks like a reasonable compromise. |
Chapter 11 has come to mean that you can ignore the demands of pension-fund people, for instance, and still stay in business without a fundamental rethink of your strategy. |
I don't know which is more bloated, the production expectations or the demand expectations. |
I think the smart money is on smaller, simpler drones and the operating systems that make them effective. That's where Lockheed is well positioned to add value. |
I'm going to bet that this thing has some political traction, and a very good chance of being reinserted in the long-term. |
If Airbus can't get a key A340 victory soon, there will be serious questions about that program. |
If Boeing does cave and give them something like what they want, it will be a bit of a hollow victory because in the long run it will probably result in increased outsourcing. |
If these trends continue, it's going to be 60-40 in favor of Boeing ( BA ) by the end of the decade, and there's even a possibility of a two-thirds, one-third split. |
If they do this right, they are golden for a long time. |