It's more likely that Toyota will overtake them in 2007 rather than 2006, but it's inevitably going to happen fairly soon, either way. |
It's more trouble for the suppliers. Partly, it's a reflection of the fact that Ford and GM are shrinking to reckon with lower market share. And so there's less business to go around for the suppliers. |
It's not bet-the-company, but it's pretty darn important. Well, maybe it is bet-the-company. |
It's not necessary for a wave of consolidation in the worldwide auto industry, |
It's not the end of the world. |
It's one of the reasons why GM will lose less money in 2006. |
It's still a very profitable segment. That's why everyone is getting into it. But you will definitely see more incentives. |
It's strange. I don't even know about friends, what they think about me, ... You don't really know who you can trust. |
It's well-executed. It's expensive, but they can afford it. |
Maybe some of their money managers think, like I do, that the stock is cheap because they aren't going bankrupt. Morgan Stanley has a huge asset-management business, so it's not like they're betting the ranch on GM. |
My guess the strike will reduce profits by well over a billion dollars. |
My initial reaction was, 'What took them so long?' ... They had too many brands, too many fiefdoms, and they had to simplify it. Even after they phase out Oldsmobile, they'll have too many, but I don't see them making another move for the foreseeable future. |
My opinion is there's still a lot of upside for Toyota, ... They're expanding capacity, still introducing models (in market segments) where they haven't been. They've got a technological lead in (fuel efficient) hybrids. They're aggressively expanding here still. |
My thought is that this will not be a major stock market or earnings event. As recalls go, it's a lot of vehicles, but companies always make a provision for this sort of thing. |
No disrespect to Sammy, but we've made progress from day one when Lawrie took the job, |