It will be affected as far as the quarter is concerned, but you have to look at full year. |
It's not only the companies themselves that benefit from lower costs. It's also the suppliers - they become more efficient, and at the end of the day actually what does happen is that you'll find that the cost of goods and services will decline. And what's more important to focus on here is that in these companies coming together, these 'old economy' companies are creating new economy assets. |
Shares of companies like Apple and Motorola may have gotten ahead of themselves. But companies further down the supply chain are reasonably priced. |
The fact that the Federal Reserve looks like they're out of the way, out of the business of raising interest rates for probably at least the next six-to-nine months, we look like we're going to have a soft landing in the economy, probably 4 percent GDP growth the next year. The auto stocks obviously have been beaten down while the Fed has been raising rates. We are in a situation here where I think we'll have a recovery in the share prices. |
The thing to look at here in terms of GM, given the magnitude of this product changeover, is to see how well the new company, in terms of those products, is doing. And there, we've seen a very strong surprise. |
There are all sorts of questions - (from) what they're spending their money on, to what they're doing to reaccelerate sales growth, to what they're doing to try to optimize their capital investment. There's little visibility at the present time as to when these levels of spending are going to generate higher levels of return on investment. |
There are cases where the execution could be admittedly flawed. But, for a company as large as Ford, this is not to say that they won't eventually succeed. |
There is no compelling reason for a split since large institutional investors have the capital to buy shares regardless of the price. |
These companies have been squeezing suppliers on prices for years. |
They are certainly demonstrating a hyper-sensitivity to what information they do disclose. |
They have put in place contingency plans for the year. They have sufficient inventories to not have it affect their market share. |
To the extent the UAW wants to negotiate a contract that all manufacturers can live with, there is an outside chance for some accommodation to be reached. |
Usually when things slow down, you get both [production cuts and increased incentives]. It's hard to get one or the other by themselves. |
We believe that Ford's recall of over 46,000 Explorer SUVs overseas since August 1999 undermines Ford's efforts to place responsibility on Bridgestone/Firestone in connection with the U.S. tire recall. As a result, Ford's credibility with U.S. consumers, legislators and regulators may suffer. We are thereby threatening the January 2001 launch of the new model. |
What Microsoft has to do, arguably, is find way to recreate itself. And unfortunately this process of recreation, if you will, potentially carries the risk with it of cannibalizing Microsoft's existing product offering. |