David Garrity
David Garrity
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.
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.
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.
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.
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.
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.