David Cole
David Cole
clock five fortunate jerry moving next played quickly six time
We're in a time where the clock is moving much more quickly on GM. I think they're fortunate to have Jerry because this thing is going to be played out in the next six months, not the next five years.
europeans ford growth koreans loss market means suffered three
Everyone was up in volume, but if some are up more, it means redistribution of the market, ... The real growth has come from the Koreans and Europeans while the Big Three (GM, Ford and DaimlerChrysler) really suffered loss in market share.
ford serious views
I think Ford views this as 'change or die,' frankly. It's a very serious effort.
chance ford last major points views
Ford views Monday's announcement as the last restructuring in the sense that they may not have a chance to do something more after this. It's one of the major pivot points in their history.
basically believe betting company ford inside major people
This is a major restructuring. The people inside of Ford basically believe they are betting their company on this restructuring.
chrysler design designer developed few flair help last originated reputation sick
Chrysler has developed a reputation for flair and design that originated with Tom. But he's been a lot more than a designer the last few years. He's been much more of an executive. I can't help but feel he's sick of it.
automatic dimensions everybody good move opportunity subtle
I think it's probably a good move. One of the subtle dimensions of this is that when you move like that, not everybody moves. That's an automatic opportunity to significantly restructure.
interests
It's in everybody's interests that Delphi makes it.
although comments concerns consider continue dated forward heard june letter listed move plan refine
has heard your concerns and although we plan to move forward with the alternatives listed in my letter dated June 7, 2005, we will continue to consider your comments as we refine the routes.
generally high low medium recommend risk users
Low risk is something we generally recommend that users can ignore. Medium risk is something we quarantine, and high risk is something we automatically remove.
plant
I think the Moraine plant is probably going to continue, and get considerable investment.
believed great people
I don't think a great many people really believed that (the Delphi bankruptcy) was going to happen.
environment labor
It's a very competitive labor environment today. That's not going to change.
period
It's kind of like the bluffing period is over, and the doing period has started.