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.
More Quotes from Richard Aboulafia:
Reinforcing their traditional businesses -- regional jets and corporate jets -- makes a lot of sense. It's familiar turf, they know the customers, and there's much less risk than trying to attack a market that's got two entrenched competitors.Richard Aboulafia
Both sides can claim victory. It looks like a reasonable compromise.
Richard Aboulafia
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.
Richard Aboulafia
Nevertheless, ... it was financially clearly in Boeing's best interest to settle.
Richard Aboulafia
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.
Richard Aboulafia
The one thing that gives (the union) that power is that outsourcing jobs takes a lot of time, but if you make life very difficult for the manufacturer these jobs are leaving,
Richard Aboulafia
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To attempt seeing Truth without knowing Falsehood. It is the attempt to see the Light without knowing the Darkness. It cannot be.
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