The news is that EADS will not protest the Pentagon’s selection of Boeing. In a conference call that overall was a class act, EADS officials laid out what they know from the debrief and concluded there is no basis for a protest. Talking about this news we have Scott Hamilton and G2 Solutions’ Michel Merluzeau. We review the news and where EADS goes next. The conclusion is that EADS took a hit here and may have to do a rethink of how it gets to achieve its goal within the US market.
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A fair assessment of EADS’ future prospects with DOD. Acquisitions appears to be the best course of action. I don’t see any more big ticket deals of this magnitude coming in the next decade that would fit EADS current business model. After all, they don’t build subs or carriers do they?