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Stocks R / Rockwell Collins


Subject:  Re: BA IN HIGH GEAR Date:  4/20/2012  4:36 PM
Author:  jammerh Number:  150 of 228

Hi ROCKJCP, yes. For the most part, I'd agree. Of course, there are a few cavaets.

For example, COL is taking some stiff competition from the lower end in the form of companies like Garmin which is moving higher up the food chaing and beginning to get into commercial aircraft - eg its recent contract win with Textron's Cessna.

Another negative comes in the form of a dramatic drop in demand for regional aircraft which, with the exception of larger RJs appears decimated.

Other postives and potential for positives consist of the recent deal with China's AVIC and COMAC, along with a contract win on the Airbus 350. Each of these developments could herald huge potential in some very large markets.

Of course, the primary driver at the moment is the huge backlog of 787s which appears to be finally getting off and running. COL should soon start showing significant gains in the face of this ramp up with $millions on eacy unit of Boeing's near 900 orders.

And this number should rise to well over 1500 as things pick up.
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