David Cole
David Cole
comparison lean market size
They are much leaner than they were. But they are not as lean as they need to be in comparison to the market size they have.
among cases cause eliminate happen models reality tremendous
They are going to eliminate some models as a part of this and if you happen to be on one of those, it's going to cause some problems. The reality is, in some cases suppliers may just disappear. There's tremendous consolidation among suppliers right now. Is it enough? I don't know.
company monumental pull
They were amazed. And they said if we could pull off that many releases, it would be monumental for the company and for our customers.
additional gives
They've really outgrown their Georgetown facility. This gives them a little additional capacity.
alignment capacity create sales
They've got to create alignment between capacity and sales volume.
benefit certainly chance competitor cuts enter factory field hot incentives lose maybe move price stay volume
There's the thought that if this is going to be so hot, why not price it higher? But if you do, maybe you lose volume and it doesn't stay hot as long, or you have to move to incentives and price cuts sooner, or you give a competitor a chance to enter the field sooner. The dealers certainly are making money. But the factory doesn't benefit from that.
attacking both culture
At both companies, they're very much attacking the culture of the organization. I think they've got real possibilities.
bring certainly critical impact strike threat
A strike is always a threat in bankruptcy. A strike would certainly have an impact on clients. If there were a strike in a critical part of the company, it would bring everyone down.
center community run tool
A community center is only in the long run a tool for being the center of the community.
cool extension music product
It's just an extension of the brand. And branding your product with music makes it look cool to the gamer.
game outcome
It's a big high-stakes craps game we're in and the outcome is very much unknown.
contract high matter size urgency
It's matter of very high urgency that they do this. They desperately need to contract the size of the company.
chance ford last major points views
Ford views Monday's announcement as the last restructuring in the sense that they may not have a chance to do something more after this. It's one of the major pivot points in their history.
huge obviously target
It's obviously going to be a huge target in the forthcoming negotiations.