David Cole

David Cole
europeans ford growth koreans loss market means suffered three
Everyone was up in volume, but if some are up more, it means redistribution of the market, ... The real growth has come from the Koreans and Europeans while the Big Three (GM, Ford and DaimlerChrysler) really suffered loss in market share.
chance close good guess means sounds
If they say there's a 50-50 chance of a strike, my guess is there won't be one, and that this means they think there's pretty good progress. Sounds to me like he's pretty close to a deal.
deal employment great include job meaning plan similar
The plan will include a great deal of white-collar job cuts. Ford's white-collar employment is similar to GM's, meaning it's disproportionately high.
closing couple mean
That may mean the closing of a couple of more plants.
deal delay good means room
The delay is a good thing; it means there's room for a deal here.
believe job labor mean position strong supportive
I can't believe he'd make an announcement of that without labor being supportive of it. They (the union) are in a position where they are very vulnerable. Without strong employers, their job protections don't mean anything.
argue facts mean might terrible
You could argue that this is a terrible thing but facts are facts. You might not like something but that doesn't mean it's going to go away.
chinese consumer feels initial korean mainly quality related resistance saw
We saw resistance to the initial Korean cars, but that was mainly related to quality. If the quality (of Chinese cars) is up to snuff, if the consumer feels there's value, they'll go for it.
definite seen surprise
It wouldn't surprise me. We've seen some definite refocusing away from California.
definite seen surprise
It wouldn't surprise me, ... We've seen some definite refocusing away from California.
card consumers holidays next sony wait whether wild xbox
The wild card is whether consumers are really going to come out in the holidays for the Xbox 360 or just wait for Sony next year.
buy chance consumers ready risk second system thoughts
The risk is that consumers are ready to go to buy a system and then you give them a chance to have second thoughts about it,
companies console cycle fresh likely microsoft xbox
Each cycle of console launches, the companies have a fresh start. Microsoft will likely do better with the Xbox 360.
track until
Right now, they're on a track that makes sense, but until it is resolved, it's not a done deal. It is a possibility.