Seeking Alpha analyzes the defense industry
Seekingalpha.com has a good article looking at the current status of the US defense industry. See the article here. This is primarily looking at it from an investing point-of-view. The gist of the article is that even if there is a drawdown after the end of the Bush administration there is still a need for various products and that the defense budget should not shrink that much.
Newest Conspiracy Theory on Why Boeing Lost The KC-45 Tanker Contract
In an article in the Asia Times Online, Julian Delasantellis argues that Boeing lost the KC-45 tanker contract, because the Bush administration’s foreign policy requires the ability to bomb far-away countries at any time:
What if, stripped of all the flowery rhetoric you deliver once a year at the United Nations, the essence of your foreign policy is simply a never-ending search for new countries to bomb?
You need a way to get the benefits of land-based aircraft for power projection, without the drawbacks of needing to find friendly countries willing to host your local airfields.
In short, you need really good airborne refueling tankers - the coaling stations of the modern age.
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