Air Traffic Control Opportunities

Kloewer said: "ITT just won the first contract for the FAA's next generation air traffic control system. I reactively looked at buying ITT, but it had already jumped 5% by the time I saw the article. So I’m curious about how to play the news. According to ITT’s website, other public companies involved in the contract include Thales, AT&T, SAIC, and NCR. These subcontractors appeared to have little-to-no run-up when the FAA news broke, so I’m wondering if there’s still opportunity here. I have no idea how much money these subcontractors stand to make from the contract, and it may be so small that it’s inconsequential. But I thought I’d see if anyone else had an opinion. I’m leaning toward NCR due to its relatively low profile, and its role maintaining the fielded ATC equipment (which presumably could continue once the equipment is delivered). Any ideas…anything I’ve overlooked?"