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A Duopoly

The next best thing to a monopoly, which is illegal or heavily regulated in most countries, is a "duopoly" -- a two-firm industry. Large commercial aircraft manufacturing is a duopoly, with Boeing (NYSE: BA) and Airbus. Airbus is in shambles right now. Customers are cancelling orders left and right and ordering planes from Boeing. Even Air France-KLM, 18% owned by the French government -- the same government that owns 30% of Airbus -- is buying Boeing aircraft. My charting shows that Boeing stock is back on the way up after a period of consolidation.

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This page contains a single entry from the blog posted on August 23, 2007 10:53 AM.

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