A lot of those positives in the aerospace market are in there already.
It's a very good strategy. It's a sizeable foothold for Boeing to acquire. I think they could really exploit it.
I think this certainly has to make management think a lot harder about bankruptcy. I think it's definitely better than a 50-50 chance that they'll go bankrupt before the end of this year.
Every summer it's the high point and (airlines) chase passengers like crazy. The urge to chase the incremental passenger is going to be too great for many of them resist.
The strength obviously in this quarter is in the commercial airliner business, and it's going to be that way for the next three or four years.
All in all, Boeing looks to be in pretty solid shape. It's generally positive for almost all defense contractors, provided that something that looks like this proposal is what's passed.
All in all, Boeing looks to be in pretty solid shape.
They do inherently become less profitable with more competition that floods in there.
If these guys want to grow, they're going to run into each other. The degree to which they do is going to hurt profitability.
I don't think it was a clear victory for one side or the other, although I think that the Machinists could've gotten more.
