59 ordspråk av Richard Aboulafia

Richard Aboulafia

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These moves get them closer to the customer. And the customer that counts is in Washington.

The upturn looks pretty solid and consistent for the next year or two. Beyond that, there are certainly valid questions, certainly about the strength of the domestic market. Until then, it looks solid.

If they do this right, they are golden for a long time.

It's more about service, information and customer relations than metal- bending. It's also a fragmented market, ripe for consolidation.

It really depends on the situation — Delta, happy to defer. Some of the Europeans, happy to defer. But many carriers are going to want planes now. And they'll threaten to switch [to Airbus] or threaten penalty payments.

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.

It makes politicians look like they're doing something good for their troubled constituency.

Not to say, 'Hurray, we all win!' but both sides can claim victory.

The one thing that gives (the union) that power is that outsourcing jobs takes a lot of time, but if you make life very difficult for the manufacturer these jobs are leaving,

Nevertheless, ... it was financially clearly in Boeing's best interest to settle.

Both sides can claim victory. It looks like a reasonable compromise.

You've got 20 years of the Marines standing by their product and insisting this is the future of their force, their way of war fighting,

The Marines staked everything on the Osprey and won.

You've got a situation where Airbus is coming perilously close to being Boeing's equal. This was never seen before.

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