A prolonged shut down of spare parts production potentially endangers Army readiness. There's no way Sikorsky can maintain a high rate of production without the Teamsters on the line.

This is really about a war plan that went wrong based on a series of bad decisions that reflected really abysmal intelligence.

If you're Frank Lanza, you're getting on in years, you don't have a clear succession plan in place, and your share price may be as high as it's going to get. Why wouldn't you be thinking about selling?

Existing levels of demand are driving the market toward one provider of launch services.

There has been a lot of talk about the appropriate head count for the National Guard. But the actual number of National Guard soldiers is far less important than how well-equipped each of those soldiers is.

There is a huge demand for spare parts that only Sikorsky can meet. Without the Teamsters, the company can't maintain a coherent production schedule.

They're using them at a very rapid pace in Iraq and Afghanistan.

This is an interesting twist on an argument that the Air Force has been pursuing for some time on the need to cut its purchases of Joint Strike Fighters. The Air Force has settled on a number of about 1,100.

The entire Marine force was designed around the concept of amphibious warfare, which is a good deal different from the kind of conflict they're fighting in Iraq today, hundreds of miles from the sea. The Marines are a light force; they kick in the door but they are not supposed to occupy all the rooms.