We have not yet seen any supply disruptions, but it remains a key risk, ... That risk will only increase as we get closer to a date where Delphi, if unable to achieve a contract with a UAW, needs to impose a contract. |
We probably won't know how significant their progress is until the second half of the year. |
We remain comfortable that the company will show solid progress in the sale through the end of the first quarter. We expect that a final agreement will take some time, but we want to see continued solid progress. |