Boeing is going through a period of record growth in their commercial airline build rates and they have an awful lot on their plate. And so I think it's great that they've finally got around to making these decisions, getting past them and moving on. |
I think this is good news for Boeing in terms of what's going on in Asia. Boeing cannot get airplanes out the door fast enough to service the domestic market. |
The Defense Department realized that it was inefficient for them to have so many contractors and actually encourage this consolidation. |
The reason why I didn't think there'd be many changes is you have a sitting Secretary of Defense in charge of it. It's more of a validation of what they've done to-date. |
The whole federal IT sector has been extremely active. |
Their biggest issue is: What do they want to be in the next stage of their growth? |
Usually they only come into favor for a couple a years a decade, and I'm going back three decades on that, |
We are clearly at or near an all-time high in prices for defense companies in the U.S.. One could argue they shouldn't be in a hurry. |
We're actually treading on some new territory because certainly nobody wants this to develop into a global trade war. What they could do in order to enforce any type of mandate on the merger is do things like levy fines. |
We're getting to the time in the cycle where there are very few contractors, especially at the prime contractor level. And, because of that, they have a significant amount of control over the process, |