59 ordspråk av Richard Aboulafia

Richard Aboulafia

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[But so far, U.S. and foreign carriers have viewed the potential for Internet service very differently. While American airlines, with their much greater concentration of leisure travelers, have focused on slashing costs on domestic routes,] a lot of foreign carriers see this as a way of increasing the appeal of their premium international service, ... U.S. carriers are just starting to think about that strategy.

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.

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