“Neither of those companies makes a significant portion of their money in the segment. It's a low-margin business. It's not bad business, but it's not going to move the needle more than a big defense contract, (or) maybe even a medium-size defense contract.”
“Neither item is good news, so you can't say it's one or another. A plane crashes can always impact the stock, but it's probably not a big problem given the strong safety record of that aircraft.”
“First time around they were talking about charges that were purely restructuring, and now about half are operating charges. It indicates some severe problems that are creating a completely different picture at the company than we had been led to believe. It calls into question what's going to happen in following years.”
“I think they've got their head in the sand, failing to recognize their market share is deteriorating and will continue to deteriorate much faster than they or anyone else anticipated a few years ago.”
“While they won't admit it, the primary driver of lower procurement costs will be by lowering prices out there, increasing competition through versus auctions.”
“Investors want to see if the savings are going to justify the hype we're reading about. I don't expect that people will pay for them [potential savings] in advance with higher stock prices.”
