59 ordspråk av Richard Aboulafia

Richard Aboulafia

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While a strike of a couple of weeks might be doable, some kind of accommodation would have to be reached. 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 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.

It's time for Airbus to get something.

It's a relatively inconsequential cost increase from the corporate perspective. From the union side, they got better than Boeing's best offer.

The up-front costs to develop the BBJ were relatively light, and some were shared with important military programs, most notably the E-737 AWACS and MMA P-8. Those military programs alone make the effort worthwhile.

If Airbus can't get a key A340 victory soon, there will be serious questions about that program.

Right now things are good, but there's not enough permanent linkage to establish a trend.

Keeping costs down and getting close to the customer makes an awful lot of sense when the revenue environment is flattening.

This is a good way to address the shrinking number of dollars out there in the defense business. The defense game is definitely changing.

The type of lift they're talking about is the kind you buy on FedEx. It's not combat lift.

Reinforcing their traditional businesses -- regional jets and corporate jets -- makes a lot of sense. It's familiar turf, they know the customers, and there's much less risk than trying to attack a market that's got two entrenched competitors.

We have no idea how the market for very light jets will look in 25 years from now. There are several players trying to get into this market, but we really don't know what the market wants yet.

I'm going to bet that this thing has some political traction, and a very good chance of being reinserted in the long-term.

No one was told that there was a choice between Iraq and recapitalizing the nation's military.

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.

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