His departure is not going to make or break the company, but the cumulative loss of the top people from Chrysler is a significant drag, although it's hard to quantify, |
I do not believe he [Pittman] had the mental capacity to tell right from wrong. |
I don't buy the bankruptcy talk. I think they have the resources to get through this. The stock has gotten so banged up, it could be an interesting speculation play. But I'm not going to try it myself. |
I don't think there's any sector- or stock-specific news that is moving these stocks today. The gains you're seeing are a reaction to the steep drop these stocks have taken of late and the recovery the shares have seen for the last few sessions. It's pretty much a group recovery. |
I don't think they could have been locked in a room 24/7 over the past week and come up with this retirement agreement without coming closer to an understanding on the Delphi wage situation. |
I don't think Wall Street had fully realized the dependence of GM's and Ford's North American earnings on a few light-truck models. That was the nasty surprise that drove their shares down. |
I don't want to say anything. |
I guess I'm a little skeptical about the product side of this restructuring. Can they turn around the decline in market share with their new product? |
I hate to disappoint the people who want to panic, but this is strictly housekeeping. I would think with all these things cleared up, it may clear out some small hurdles that otherwise might have gotten in the way of a sale. |
I still think it's unlikely, ... I think GM has the liquidity it needs. In addition to the cash, it has $50 billion in untapped borrowing. |
I suspect that Wagoner is under a lot of pressure from the board to turn things around. To me it seems the company is in crisis mode, |
I suspect that Wagoner is under a lot of pressure from the board to turn things around. To me it seems the company is in crisis mode. |
I think all of us on Wall Street were misled not only by the company's first quarter guidance, but also by fact back in the fourth quarter, their North American margins were disappointing and terrible. I think there's real strength here, but a lot of good things were concentrated in the first quarter. |
I think Chrysler lost a lot of market share, which has not been the case for Mercedes. |
I think GM's numbers will be close to 9.1 million to 9.2 million vehicles in 2006 thanks to its strength in the Asia-Pacific market. It's likely that Toyota will pass GM in volume worldwide, but I don't think it's going to happen in 2006. |