Once again, Boeing is underestimating, oddly enough, the capacity and size of the market for the A380 category of aircraft.

Never underestimate the power of one man

It was the strongest signal possible to the market that Boeing was here to stay. It also energized the workforce and led to a complete change in attitude.

Some of the momentum we've seen in mid-size, particularly in the B+ category, may now shift to compacts.

We are at the point where game designers have become celebrities due to the size of the market they serve.

The market took the report in context -- which is that it is often distorted by aircraft orders. It didn't really ignite the bond bulls that the headline number was down so much.