David Cole
David Cole
period
It's kind of like the bluffing period is over, and the doing period has started.
aware change cost driven everybody faces per plays problem produced profitable three vehicle
Every one of the Big Three faces a problem right now of about $2,000 to $2,500 per vehicle produced cost disadvantage. If that plays out over time, they're all dead. It's change or die. Everything is driven by a profitable business. If you can't be profitable, you can't be in business. That is, I think, recognition that everybody is aware of.
audience goes hardcore holiday loyal microsoft period shelves sony testing
It may have been no big thing for Sony to give Microsoft one holiday period on the shelves to itself. But you're going to be sorely testing that loyal hardcore audience if it goes to two.
confident higher japanese labor level model permanent until visible work
With what happened, I think things are on hold. This is not a permanent decision. It's in abeyance right now until they can be more confident in the work force. The Japanese model is one of a higher level of visible collaboration between labor and management.
good loyal market percent pickup shop
You have one part of the pickup market that is not going to change, but most will shop around, ... It's good to have loyal customers, but it's not 90 percent or even 70 percent.
hollywood murphy oil period picking profitable tom
There was the oil issue, a lot of different things going on with policy, safety, regulatory influence, but it was still a very profitable period for G.M.. If Hollywood were picking someone to play that role, Tom Murphy would have been it.
company console either period point struggling time transition turnaround
The upcoming console transition period is a time when a struggling company can either make a turnaround or plummet to the point of no return.
blow business close intent jerry perot
He's different than Perot and Smale because he does know the business and he's been close to it for a long, long time. Jerry is a disciplined guy. His intent is not to blow the place up.
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.