After Gen Bogden's little outburst earlier this week, I'd be surprised if too many new customers are going to be encouraged to sign-up for F-35. Although they're only a Level 3 partner, Australia seem to be wavering a bit now too (who can blame them when Bogden has just said they'll cost them $90m-$92m each?), Italy and Netherlands (Level 2) are looking at reducing their order and Japan won't tollerate another hike, which can't be good for the program.
The Korean F-15 offer must be looking fairly attractive right now.