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.
period
It's kind of like the bluffing period is over, and the doing period has started.
audience goes hardcore holiday loyal microsoft period shelves sony testing
It may have been no big thing for Sony to give Microsoft one holiday period on the shelves to itself. But you're going to be sorely testing that loyal hardcore audience if it goes to two.
blow business close intent jerry perot
He's different than Perot and Smale because he does know the business and he's been close to it for a long, long time. Jerry is a disciplined guy. His intent is not to blow the place up.
hollywood murphy oil period picking profitable tom
There was the oil issue, a lot of different things going on with policy, safety, regulatory influence, but it was still a very profitable period for G.M.. If Hollywood were picking someone to play that role, Tom Murphy would have been it.
aware change cost driven everybody faces per plays problem produced profitable three vehicle
Every one of the Big Three faces a problem right now of about $2,000 to $2,500 per vehicle produced cost disadvantage. If that plays out over time, they're all dead. It's change or die. Everything is driven by a profitable business. If you can't be profitable, you can't be in business. That is, I think, recognition that everybody is aware of.
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.