I think it's a little tougher for the Chrysler Group than they're admitting. |
I think it's reasonable to give the new management time to look over the details, though I don't know how Ford's plans are going to change. |
I think Mark Fields will eventually be COO, but it's possible they might still bring in someone from outside the company. |
I think that the sales drop is temporary, ... Explorer buyers, or some of the buyers, may be buying Ford's new small Escape SUVs or waiting until the new Explorer itself comes out after the first of the year. |
I think that the sales drop is temporary. Explorer buyers, or some of the buyers, may be buying Ford's new small Escape SUVs or waiting until the new Explorer itself comes out after the first of the year. |
I think that's highly unlikely, ... I think they will probably negotiate an agreement with the union to reduce health care costs this year. |
I think the companies are coming out of it with a contract they can live with, but not with any major reductions in their employment costs. |
I think the effect has already been felt on Ford's earnings because Ford and the other automakers book themselves in profits when they produce and ship the cars to the dealers, |
I think the effect has already been felt on Ford's earnings because Ford and the other automakers book themselves in profits when they produce and ship the cars to the dealers. |
I think the losses at Ford and GM are at their maximum right now. If I'm right, and it becomes clear the losses are shrinking, the stocks may act a little better. But I'm not convinced enough right now to buy them myself. |
I think the overhang of this war is affecting car sales, but it's hard to prove and hard to quantify. It won't necessarily be $500 (more) a car, but it could be $200 to $300. |
I think the squeeze is on. |
I think there will be a strike, but a short one. But any Delphi strike would shut down GM totally in a matter of days. |
I think they will cut the dividend today. They should say something about the dividend one way or the other. Financially, GM shouldn't be paying any dividends at all. |
I think they're doing half of the job extremely well; that half is capacity and costs. That half of the job that's hard to tell is the new models. |