Possibly..we’ll have a better idea in the next 2-3 years..

It will be interesting to see how all of this plays out..both EADS and Boeing stock are now in the “dog house”..but EADS’ stock is doing much worse than Boeings (over a period of say 4-5 years)…it doesn’t seem as if “The Street” is too sanguine on EADS recovery anytime soon…

The B777/A350 battle will be the most interesting (and exciting)..but I do echo the sentiments that Boeing will wait to get the B787 rolling along.

I do disagree with the B748F comment however, sales have shown that there is indeed room for the B748 as a freighter.

We all know who has the biggest risk/exposure in this regard!