They're a real threat. This is a global business and one where we have to compete globally. We can't ignore any global threat and we can't be asked to compete on different terms.
Do you mean the U.S. subsidies for foreign airlines that buy Boeing planes?
That's one thing. There are a number of areas — their (lower) taxation versus the taxation the U.S. government puts on U.S. carriers; the access they're getting (to closed markets).
Can U.S. airlines ever provide the same level of service as the best Asian and Middle Eastern airlines?
Of course we can. On the ability to get people to more places, to do so safely and efficiently and with seats that are as good or better than anyone else's in the world — the things customers really care about — we can. They do have some advantages, but we can compete against those carriers, certainly on like routes.