Bob Schnorbus
Bob Schnorbus
avoid compound decisions gloss hard might money needs problems short spending term turn
They might want to (pay more) in the short term to avoid a strike. But if they're spending money now to gloss over the hard decisions that Delphi needs to make, they're only going to compound their problems when their turn comes up.
consensus discussion easily general pull pulling strong
The general consensus (on 2004 sales) is 17 million. If manufacturers come on strong with incentives, it'll easily be 17 million. If they pull back -- and there's been a lot of discussion of them pulling back -- it could be 16.5.
current high incentive last levels obviously pressure price quite remain rise
The current incentive levels are not quite as high as they were at the end of last year. In the sense they have been higher, they probably could go up going forward. The price pressure are obviously going to remain very intense. But that said, they're not going to rise dramatically. They're already very good.