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indyjonesohio

09/30/13 6:34 PM

#147812 RE: moneyloss #147811

Non-tactical big bag manufacturers will need to decide if they want to try to go down in size on their own like TCOM or buy in by acquisition. If I were a non-LTA player like Boeing I would also consider buying in for a new niche to compete against LM or other big bag manufacturers. I think we just need to do market building first though. JMO. The tactical LTA market has the chance to expand dramatically because of miniaturization of ISR and the high cost of helium for the big envelopes. WSGI is leading that miniaturization drive for the moment, not TCOM in my opinion. JMO IndyJonesOhio

trunkmonk

09/30/13 6:56 PM

#147813 RE: moneyloss #147811

what you are showing may be one of the reasons WSGI has a window with nitche products. DOD don't want huge billion dollar balloon projects anymore, they want lower cost, self contained, mobile. I think you may have it backwards, LM products are the past, other lower budget products going forward maybe?