49 Quotes by Richard Aboulafia

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.

No one was told that there was a choice between Iraq and recapitalizing the nation's military.

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.

If they do this right, they are golden for a long time.

I don't know which is more bloated, the production expectations or the demand expectations.

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.

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 Airbus can't get a key A340 victory soon, there will be serious questions about that program.

There is a good chance that there will be Dubai bashing and xenophobia in Congress. That could help poison commercial relations, and I would hope that calmer heads will prevail.