David Garrity
David Garrity
boils cash company flow investors margins profit waiting
It all boils down to when is this company going to show us better profit margins and cash flow margins? Investors are waiting patiently.
admittedly cases company eventually execution large
There are cases where the execution could be admittedly flawed. But, for a company as large as Ford, this is not to say that they won't eventually succeed.
baton company credit gm hopefully internet move next passed rick seeing
I give Rick credit to try to move GM as an organization more at Internet speed. We're seeing the baton being passed from one person who made a significant contribution to someone on the same team, who is going to take the company hopefully to the next level.
argue company management path private public run similar themselves
I don't think they are going to split. Management has indicated that while they are a public company, they would like to run themselves as if they were a private company and you could argue that's a similar path as Berkshire.
companies prices
These companies have been squeezing suppliers on prices for years.
given magnitude product seen strong terms
The thing to look at here in terms of GM, given the magnitude of this product changeover, is to see how well the new company, in terms of those products, is doing. And there, we've seen a very strong surprise.
half pressure result sales second surprised
I would not be surprised to see sales in the second half of 1996 and sales in the first half of 1997 to be under pressure as a result of this finding.
compete difficult free life
Free is very difficult to compete with. Certainly, life has become more interesting and challenging for the telecom companies.
ahead apple chain companies further gotten reasonably shares supply
Shares of companies like Apple and Motorola may have gotten ahead of themselves. But companies further down the supply chain are reasonably priced.
capital generate higher levels money optimize present questions return sales sorts spending time visibility
There are all sorts of questions - (from) what they're spending their money on, to what they're doing to reaccelerate sales growth, to what they're doing to try to optimize their capital investment. There's little visibility at the present time as to when these levels of spending are going to generate higher levels of return on investment.
chance contract extent negotiate outside wants
To the extent the UAW wants to negotiate a contract that all manufacturers can live with, there is an outside chance for some accommodation to be reached.
again commerce estate landing nose performance piece
Yet again Commerce One has snatched a piece of real estate from under the nose of Oracle. Oracle's performance in actually landing these (sites) has been, to date, underwhelming.
distress honda line pick product reasonably sale time
Financially, their product line is reasonably successful. There would be no kind of distress sale as there was with Nissan and Renault. Honda can pick something in their own time and place.
benefit coming companies cost creating economy focus goods happen lower services themselves
It's not only the companies themselves that benefit from lower costs. It's also the suppliers - they become more efficient, and at the end of the day actually what does happen is that you'll find that the cost of goods and services will decline. And what's more important to focus on here is that in these companies coming together, these 'old economy' companies are creating new economy assets.