68 ordspråk av John Casesa

John Casesa

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The UAW doesn't want to solve GM's cost problem if management can't solve its revenue problem,

The UAW doesn't want to solve GM's cost problem if management can't solve its revenue problem.

There is enormous peer pressure because Ford faced essentially the same conditions as GM does now back in the '80s, ... pick up the pace.

There is enormous pressure for consolidation in the auto industry, ... There is way more supply than demand -- at least 40 extra plants around the world -- and that's the primary reason the returns in the business are crummy.

These disclosures don't look very good when investors are already skittish about what's going on in the automotive industry. You hate to discover a leak in your basement when you're trying to sell your house.

These results are reminiscent of Ford's late 1990's performance -- driving earnings improvement with a richer truck mix, ... GM remains market-share driven and its North American pricing fell 1.0 percent. Fortunately, it was able to increase its mix of light trucks and decrease its fleet sales, offsetting partially the negative impact of lower prices.

They just want to make sure that people don't rule GM out. But the probability of finding exactly what they want is probably pretty slim.

They start with a young, healthy work force so they have low health-care liabilities. Because the work force is young, there are no pension payments, and there won't be for many years. And, third and most important, they started with a clean sheet in terms of labor relations.

This European-U.S. deal could break open Japan,

To the extent that GM takes any action to get more competitive, that has to influence the urgency of Ford's strategy.

Today's reaction simply reflects the hope there's not going to be a strike that shuts down the industry.

We believe that the Firestone recall is a storm that will intensify with the upcoming congressional hearing and then quickly pass. Based on our analysis of the outcome of other high-profile, controversial recalls, the stock should make a recovery.

We expect the truck mix to gradually improve through the remainder of the year, but fleet sales will likely recover, offsetting some of the mix benefits,

We expect the truck mix to gradually improve through the remainder of the year, but fleet sales will likely recover, offsetting some of the mix benefits.

We expect this mix improvement to overwhelm difficult market conditions for the foreseeable future, and therefore, we now expect solid earnings growth in 2002,

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