There's some money being spent in the replacement of weapons and munitions that are heavily used.
There really wasn't any improvement on the defense side from a year ago. I can see why Wall Street isn't too delighted by it. But it's a temporary thing.
...He knows what he's doing. I think we'll just see a very good team being formed here that will carry on with what Debbie Hopkins started. We have a 'buy' on it. We feel that it was a good move to get this over with quickly. We've always had the utmost regard for Mike Sears.
They're [Boeing] going to become more traditional in their business over the next few years, with the commercial bouncing out ahead of the military, back to where it used to be.
We don't really know what the aerospace problem is, ... Apparently they've had some delivery problems, but exactly what we don't know.
It seems to me that it might be appropriate to [split the stock], but it's been an internal decision not to do so. I think it's getting a fair value. Splitting it would increase the overall market cap of the company little if at all.
Honeywell is trying to offset the horrible situation they have on the commercial side. Any news about this (from Honeywell) is like having a bucket of water thrown on you with the events of Sept. 11 and trying to dry it off with a small handkerchief.
The major disappointment was perhaps the lack of revenue growth. If you look at each of the (defense unit) segments, they all with one exception seem weaker than anticipated.
It's a tough business, ... You are bidding set prices on multi-dimensional construction projects and the competition is very steep.
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