Kevin Tynan
Kevin Tynan
certainly lose losing market share
With them losing market share the way they have been, they are most certainly going to lose more, so this just will not be enough.
longer questions term whether
Whether longer term that actually makes a difference, I have questions about that.
although current gm great investors next reacting saying surpass toyota
Investors are reacting to the Toyota figures. Although it shouldn't be any great surprise. ... We've been saying for a while that at the current pace, Toyota will surpass GM next year.
board continued dip market members
If there is a continued dip in US market share, board members will have to say enough is enough,
bad company four hands negative numbers remain sitting trailing unless
If you look at the trailing four quarters, as bad as those numbers were, they were unsustainable. Unless the company was sitting on its hands and did nothing, they couldn't remain that negative for very long.
assemble close difficult oil per total turn workers
If you look at the total compensation package, it's close to $125,000 to $130,000 per year. If you have UAW workers making $130,000 to assemble oil filters, it's very difficult to turn a profit.
deal feeling investors
This reverses the feeling investors had that a deal would get done by this summer.
couple four hundred incentives prices pricing required sell sticker value vehicles
Under the value pricing system, on average, the sticker prices are down a couple hundred bucks. To be effective, value pricing has to be four times that, and incentives required to sell vehicles must be removed.
bigger company gm problem shape today took worse
GM today is in worse shape than Nissan was when Carlos took over. It's just a much bigger company with a much bigger problem in a much worse situation.
company falling higher input job losing lower market mixed prices products sales three
GM's new products are just not getting the job done and the company is losing market share, ... It's really a combination of three things going on. There's lower sales mixed with falling prices and higher input costs.
agree cuts face facing gm larger material needs simply union
GM needs much larger concessions than this to have a material impact. The kind of cuts that GM needs are cuts that the union would simply not agree to. And GM needs to face that at some point, just like Delphi is facing it now.
certainly convince move quarter snapshot
The quarter as a snapshot is certainly a move in the right direction. But that being said, it didn't convince me of anything.
albeit data looking month positive shows slower toyota
I wouldn't read too much into one month of data for any automaker. What I'm looking for more is the trend. And Toyota shows the continuation of a positive trend, albeit at a slower pace.
indication starting trend truck
I think it's more of a one-month blip than an indication that the truck trend is starting to reverse.