“I think under other circumstances its possible this is something the board might have overlooked,”
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“I assume part of it has to do with the budget.”
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“I would guess youre not going to see a lot of folks announce orders during this period for Boeing products.”
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“Versus the positions as we went into the strike, Boeing certainly looks like they did give more, ... would cost both sides more, so getting it settled earlier is definitely better.”
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“This is an area where you could say the performance appears not to have been great. Someone in the Army or the company should have figured out what the requirements were.”
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“Theres probably going to be more money coming to the industry, but its difficult to put precise numbers on it right now.”
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“Funding for weapons has been moving up for four years. This creates momentum for bigger numbers in the future.”
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“I dont lose any sleep whether they miss by 2 or 6 or 8 cents. The concern is how this ends, do they come back as one team, or do they come back one at a time with an attitude. That could impact [on whether] you recover in the quarter.”
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“In normal market it could get back to 60.”
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“Spinning it off kind of just gives the problems to your shareholders, and a joint venture really doesnt do much for you. The optimal plan would be to sell it and use the cash to reduce debt.”
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