Kevin Tynan
Kevin Tynan
attract declines great move offered pricing value
The move to value pricing offered (price) declines that just weren't great enough to attract buyers,
anyone buy car price regular start whether wonder
You really start to wonder whether anyone is going to buy a car at regular price anymore.
difficult worse
This is going to be a difficult year, probably worse than 2005.
borrowing costs credit decline following income increase reflects
The sequential decline in GMAC's income reflects the increase in their borrowing costs following the credit downgrades.
chain might needs relationship supply weak
The supply chain is so weak right now that it can't go on this way. That relationship needs to change, but it might be too late.
anyone company created despite facing issues rising
But despite the pressure, I can't think of anyone who would be better than him to do this job. The issues facing the company are so long in the making. They are just rising on his watch, but they weren't created by him.
china growing growth large losses market north
China is a growing market, an important market for them. But growth there is not enough to make up for the large losses in North America.
balance believe due extent leverage point serious tip
I would have to believe at this point that bidders who are serious players, to the extent they've already done their due diligence, this is not a surprise. What it could do is tip the balance more to the buyer, give them a little more leverage on the price.
Obviously, that doesn't endear Delphi to the union.
deal direction dozen fix gm items itself laundry list move needs small thinks
The deal is a move in the right direction, but no one thinks this is the end to their problems. The laundry list of the things that GM needs to do to fix itself is about a dozen items long, and this deal was a small item on that list.
behind cars ford gm
It's like the GM and Ford locomotive has stopped, but all the cars behind it, all the way back to the caboose, are still moving, and it's piling up like an accordion.
bad quarter saying step
It's not saying much, because of how bad the first quarter was, but it's a step in the right direction.
beat earlier estimates ford given numbers worse
The numbers are much worse than I thought they would be, especially given how Ford beat the estimates earlier this week.
face fact increases likelihood negotiate reason saying scary statement strike
That's scary -- the fact that they are saying there is no reason to even negotiate now. If you were to take their statement at face value, that increases the likelihood of a strike considerably.