What about them? They're in the poo. Even so - as we discussed earlier, pretty much all the think tanks suggest cutting numbers not versions. Almost all of them suggest that land-based Tacair is going to struggle in the WestPac arena, which if anything points at the A taking (proportionally) a larger hit. Of course they then blether on about retiring either the Bone fleet or some of the remaining Buffs which only goes to demonstrate that there isn't necessarily a surfeit of logic going on there.....
Until DoD and the US legislature sort out what they're going to do, there's no point anyone else blundering around trying to predict it. There is a viable plan B (or C for that matter) in the event of the F35B getting canned, it will just cost money, which we may or may not have.
Short version is that no-one (especially the Pte Frasers of this world) knows what will transpire. Until we do, there's very little value gained in running round exercising the International Sign for Panic!