Rod Lache
Rod Lache
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.
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.
activity asian critical japan mass percent strongly
It doesn't give them the critical mass they need in Japan or any other Asian market. They want to have 25 percent of the Asian market. It's very strongly implied there will be more m&a activity in the market.
beyond cash concerns continue current limited market ongoing savings share targeted
We continue to be disappointed by the limited cash savings targeted by current restructuring efforts. Our concerns go beyond the ongoing market share erosion, uncertainty over the GMAC sale, and uncertainty over (parts supplier) Delphi.
achieving cars introduced price problem quickly rather vehicles
The problem with a lot of cars introduced is achieving differentiation. Most new vehicles rather quickly have to have price concessions. This thing is very unique.
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.
betting deal few gambling given note players pull relatively scale seems size
We would note that given the size of GM, there are relatively few players that could pull such a deal off. Consequently, betting on a takeover of this scale seems to us to be more like gambling than investing.
acute concern earnings result
This result underscores our concern about GM's earnings concentration, which may be even more acute than we have estimated.
bankruptcy believe borrowing chapter combined compel financing given obtaining outlook possession pressure pursue secured successful sufficient weak
We believe liquidity pressures, combined with a weak fundamental outlook could compel Dana to pursue debtor in possession financing and a Chapter 11 reorganization. Given restrictions on secured borrowing and pressure from its suppliers, Dana may not be successful in obtaining sufficient out of bankruptcy secured bank financing.
business continues model north operating
Ford's North American operating business model continues to deteriorate,
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.
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.
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.