Detroit will slap on big incentives, and we'll be back to normal. |
Everything was great in North America. But they were struggling elsewhere. I think that they're running into a lot of competition in pricing and product. |
Ford is in the intolerable position of having too many plants and too many people, ... Cost cutting needs to come before the end of the year -- layoffs, plant closings, that sort of ugly stuff. |
Ford would welcome the cash for liquidity purposes, to help provide for large unfunded pension liabilities and for research and development, |
Ford would welcome the cash for liquidity purposes, to help provide for large unfunded pension liabilities and for research and development. |
Fundamentally speaking, GM has enough capacity to service one-third of the American vehicle business, but they only have about a quarter of it right now. |
GM had an unusually weak November a year ago. It made a big push in December last year, a big push in the summer, and November was kind of a lull. |
GM has to solve its problems (in the United States) before it can be profitable again. China is not going to bail out the company. |
GM is losing market share overall, but mostly because of its fleet sales. GM's sales to actual retail customers were up a bit in February, so its total market share is down, but in the units that really count, the results weren't that bad. |
GM would be advised to give him that board seat before he makes more trouble and becomes more of a nuisance, |
Half of his pay is dependent on the performance of the company, so that looks pretty reasonable relative to the pay of other CEOs at big companies. It probably doesn't look reasonable to the guy who just got laid off. |
Hertz has become kind of a noncore operation for them, a much less important outlet. |
Hertz has become less and less important as an outlet for Ford cars as Ford has pared back sales to Hertz and other daily rental companies. It's really a non-core business right now. |
Hertz has become less and less important as an outlet for Ford cars as Ford has pared back sales to Hertz and other daily rental companies. It's really a noncore business right now. |
Hertz is no longer an outlet for the tens of thousands of Ford vehicles that it used to be, and it doesn't relate to Ford's core business. I don't think the absence of Hertz will hurt Ford overall. |