I’ve wondered how much of this would come down to the government giving work to companies who need it just to keep everyone viable. If Northrop is bowing out to focus on the Navy’s program, and Lockheed still has… what? A thousand more F-35s to go through? Whatever the number is, they’re pretty much set for orders, and maybe the government is looking at an adequate Boeing design and saying, “okay, looks like you’re up.”