Rod Lache
Rod Lache
built guts modified platform took truck
It's an exaggeration to say they took Neon guts and built a truck over it, but took a lot of things in that platform and modified it.
assuming correctly customers employee good pricing unsure
Customers are unsure of what supplier pricing is, but they are assuming correctly that it is not as good as employee pricing.
brand feeling support
My feeling is that it (the Firestone brand) is irreparably damaged. I don't see how or why they would try to support the brand when they have a better brand (Bridgestone) that is unscathed by this news.
brand feeling support
My feeling is that it (the Firestone brand) is irreparably damaged, ... I don't see how or why they would try to support the brand when they have a better brand (Bridgestone) that is unscathed by this news.
argument change gm legitimate primary reason thinking
The primary reason for our change of thinking is that there may be a legitimate argument that GM and the UAW would be better off if Delphi files.
brand content equity higher means price putting reinforce vehicles
When you can price much higher that means you can put a lot more content into the vehicles and can reinforce that brand equity by putting out exceptional products.
finish given incentive progress seems
It seems pretty far-fetched to me that this thing would go into a confrontation given that at least some progress has been made and everybody's incentive to get this over the finish line.
bank concerned deal demand financing obtain overcome remain secured struggling unable weak
Dana is struggling to obtain secured bank financing and a bank deal may not materialize. We remain concerned that Dana will be unable to overcome weak demand outlooks.
business continues model north operating
Ford's North American operating business model continues to deteriorate,
happen launch trying worst
It's the worst thing that can happen if you're trying to launch a new product.
basis car decided explicitly preferred small strategy telling
They've been telling us explicitly that they haven't decided on what their small car strategy is going to be, ... But they said their discussions with Fiat have not been on the basis of a merger, and that PSA is still their preferred partner.
allow bank believe company deal financing head industry obtain secured small specific struggling weather
We believe that Dana is struggling to obtain secured bank financing and a bank deal may not materialize, or if it does, it may be too small to allow Dana to weather company specific and industry head winds.
bad billion clearly cost fresh goal investors material maybe originally questions savings
Investors will have fresh questions about the feasibility of the company's $1 billion material cost savings goal in 2006. This is clearly a bad situation, but maybe not as bad as it originally appears.
acute concern earnings result
This result underscores our concern about GM's earnings concentration, which may be even more acute than we have estimated.