on the up and up, page-14

I am well aware of that, I am looking at it on a Macro perspective, not just from sale of the JSF-35.QHL is not a one trick pony. JSF is a fantastic start and i expect bigger things to come from it.

I see it like this:
Demand for Defense weaponry (vehicles, planes, helicopters ammo etc) increases resulting in an increase in supply from DOD and NOC BA LMT BAE and others to meet new orders.

I suspect that as these businesses try to improve their budgets and bottom lines they will look to cut costs where ever they can. ie suppliers who can provide parts at lower cost. Now that QHL has its foot in the door, I would think that they would be quite high on the list for considered for cost reduction.

If they choose not to look for new suppliers (contract clauses with current surpliers) I am still quite sure that QHL will benefit as follows:

As these revenues come in, R&D in this sector will increase and if you have a world class product (lighter weight, higher tolerances and lower costs) you can be sure that your product will be included in the design and you will be getting a knock at the door to supply the parts.

60 Billion will be the thin edge of the wedge here.I would not be surprised to see this figure grow over the coming years as Iran becomes more of a threat and the Saudi's come looking for something bigger and better. The US will wash its hands of being a lead military force in any Middle East campaigns. Once Bitten... (perhaps they had to be bitten more than the once, maybe 6 or 7 times and still not so shy)

I can't imagine that Israel are too happy with this deal and will try to stay one step ahead in the region resulting in an increase in their military budget... and on it goes....

5+years (unless things change)

I hope this is useful but just the way I am looking at it.
Cheers