The point is that there is no chance in hell (short of dramatic increases in naitonal security spending or prioritization) that we buy the F-35's we planned to buy originally. a 30-40% cut to that number is likely to be the case. So if the option is that we'll just have more F-35A's because there's no NGAD then the reality is that the F-35's fleet won't even reach its own stated planned inventory level let alone grow to meet inventory levels of future programs that we chose not pursue..Must also remember that the administration also killed perhaps the most valuable F-35 modernization effort as far as its relevance in the Pacific was concerned.
I think we'll ultimately end up with about the same amount.
A lot will depend on what shape the manned NGAD platforms look like and how well they keep cost down. If they do a great job keeping cost down, then the A-buy likely gets smaller, but it's going to be in production for allied countries for a long time, and an existing platform frequently finds new production life over time.
Original F-16 buy was 650. Many more of later sub-models (C and later blocks) were eventually produced for the Air Force because it was in production and added affordable "mass" as the latest buzzword trend would call it.
Would not surprise me to see an even larger buy of later blocks of F-35, and the older (still functional but not as fancy blocks) sold or leased to allied nations on the cheap. We might eventually see a trimmed down F-35 model that further reduces costs (no, EOTS, maybe. Maybe no radar, if you wanted to get really radical).
The Marines love theirs. The Navy would probably love to cancel it and buy a new platform, but their track record is so bad, it would be foolish. Congress will likely force them to buy at least the number of C-models originally planned unless the follow-up program starts producing hardware that works and promises to be affordable quickly.
A lot will depend on how fast they get the software sorted and what direction they decide to go on NGAD platforms (cost, complexity, and perhaps even more importantly readiness).