To hear Lockheed Martin (NYSE:LMT) CEO Marillyn Hewson tell it, everything's going just swell with Lockheed's new F-35 stealth fighter jet program. International buyers are "lining up" to buy the plane.

Singapore and Korea are both interested. Canada's in. Australia wants to buy 100 of the planes... but the truth is a bit more complicated than that.

Listen in, as contributor Rich Smith explains how delays in the biggest weapons program Lockheed's ever been involved with are creating a sales opportunity for Boeing (NYSE:BA).

Motley Fool contributor Rich Smith has no position in any stocks mentioned. The Motley Fool owns shares of Lockheed Martin. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.