59 ordspråk av Richard Aboulafia
Richard Aboulafia
There's a tremendous crunch on the way. Every aircraft now in production is under threat.
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These guys are basically taking oil money and trying to convert it into a long-term value-added business. That's not dumb.
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These moves get them closer to the customer. And the customer that counts is in Washington.
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They seem to have made a good institutional comeback. The survival has had its priorities, and they're in no better or worse shape than the other services.
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They're talking about two different kinds of airplanes. One is far more of a logistical aircraft and the other is far more of a combat aircraft.
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They're trying to get it in under the wire before defense spending turns down again. The further along it is, the harder it is to kill.
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This is a good way to address the shrinking number of dollars out there in the defense business. The defense game is definitely changing.
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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.
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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.
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You can explain this. But people see what they want to see.
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You're putting a lot of Canadian content in this plane, which means if it fails, much of Canada's aerospace industry really feels that pain, and perhaps fails with it.
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You're tapping in to the most promising revenue stream in the world.
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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,
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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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