Talk about market FEAR! Too funny, some people not including me, have made huge on this! I have all the confidence in OSHKOSH, they are thick in the middle of production and they were chosen on their PRODUCT more than the price, and they have NO reported difficulties with producing what the army wants for what the army paid. BAE has had some recent bad press and have lost a LOT of credibility.
DJ news says that the USGAO's review of the record led them to conclude that the army's evaluation was flawed with regard to the evaluation of OSK's proposal under the capability evaluation factor, and the evaluation of NAV's past performance. They therefore sustained NAV's and BAE's protests. They also denied a number of NAV's and BAE's challenges to the award to OSK, including challenges to the evaluation of OSK's price.
SO bottomline, OSK is being challenged on its capability evaluation factor.