Jon Kutler Quotations

We're getting to the time in the cycle where there are very few contractors, especially at the prime contractor level. And, because of that, they have a significant amount of control over the process,

We're actually treading on some new territory because certainly nobody wants this to develop into a global trade war. What they could do in order to enforce any type of mandate on the merger is do things like levy fines.

I think this is good news for Boeing in terms of what's going on in Asia. Boeing cannot get airplanes out the door fast enough to service the domestic market.

Usually they only come into favor for a couple a years a decade, and I'm going back three decades on that,

The Defense Department realized that it was inefficient for them to have so many contractors and actually encourage this consolidation.

We are clearly at or near an all-time high in prices for defense companies in the U.S.. One could argue they shouldn't be in a hurry.

The reason why I didn't think there'd be many changes is you have a sitting Secretary of Defense in charge of it. It's more of a validation of what they've done to-date.

Boeing is going through a period of record growth in their commercial airline build rates and they have an awful lot on their plate. And so I think it's great that they've finally got around to making these decisions, getting past them and moving on.

The whole federal IT sector has been extremely active.

Their biggest issue is: What do they want to be in the next stage of their growth?