David Garrity
David Garrity
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.
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.
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.
august believe connection efforts explorer january launch overseas recall responsibility since thereby tire undermines
We believe that Ford's recall of over 46,000 Explorer SUVs overseas since August 1999 undermines Ford's efforts to place responsibility on Bridgestone/Firestone in connection with the U.S. tire recall. As a result, Ford's credibility with U.S. consumers, legislators and regulators may suffer. We are thereby threatening the January 2001 launch of the new model.
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.
affect market plans sufficient
They have put in place contingency plans for the year. They have sufficient inventories to not have it affect their market share.
certainly information
They are certainly demonstrating a hyper-sensitivity to what information they do disclose.
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.
basically basis fairly flat high last looking sales staying versus year
For a full-year basis we're looking at sales basically being flat this year versus where they were last year. But we're still staying at a fairly high rate.
affected far full quarter
It will be affected as far as the quarter is concerned, but you have to look at full year.
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.
companies prices
These companies have been squeezing suppliers on prices for years.
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.