54 ordspråk av Paul Nisbet

Paul Nisbet

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Any time you have people that you don't need, you're going to lose money, ... I suspect they're adjusting their workforce to the work they do. If they don't, they can't survive.

Obviously, as they go down to one fuselage a month from four or five, there are going to be lower levels of operating earnings and margins. It stands to reason that it's an inefficient rate of production.

They threw sand in the production engine. They're getting the planes out, but at a high cost.

The incumbent would usually have the edge,

With the [Bush] administration, we'll see a rebuilding of the military to bring it back to where it was eight years ago. We'll see a considerable appreciation in defense stocks, as we saw in the Reagan years.

I'm sure that this is one of the things that has been thought through by Northrop, and probably the reason they hesitated so long.

I think this thing quite possibly could go a lot more than a month or two,

The two parties are very far apart.

It's a potentially profitable area for them, and one that won't be shrinking. But they need to land a big contract, because the defense budget should be flattening.

It certainly presages the return to No. 1 position in deliveries sometime in the future if they keep this up.

It shocked the daylights out of me.

They were flying a lot of empty planes. They don't want that to happen again.

There undoubtedly are airlines out there that would prefer not to take the huge step to the A380 but want something better than what they already have,

Both of them were better than the Street had expected, they are both doing very well, ... Lockheed is doing a bit better because they don't have the shipbuilding problems that Northrop has.

We don't know if it's a momentary problem or one that's more long-standing, ... The fact that they haven't indicated whether it's momentary probably has everybody spooked, figuring it's a heavy hit for the year.

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