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Mark Bobbi, an aerospace, defense and security analyst at consultancy IHS, says that he's always expected Northrop to win the award and that he sees Boeing's "atrocious performance" with building the tanker as affecting its score.
The tanker problems "clearly show a total disconnect of Boeing military and commercial program processes. ... The risk to the Air Force is too great for them to select the Boeing/Lockheed team," he told IBD in an email.
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