David Garrity
David Garrity
august believe connection efforts explorer january launch overseas recall responsibility since thereby tire undermines
We believe that Ford's recall of over 46,000 Explorer SUVs overseas since August 1999 undermines Ford's efforts to place responsibility on Bridgestone/Firestone in connection with the U.S. tire recall. As a result, Ford's credibility with U.S. consumers, legislators and regulators may suffer. We are thereby threatening the January 2001 launch of the new model.
argue both certainly demand luxury successful utility vehicles
Certainly you can argue they have been successful on both fronts. And the demand for luxury sport utility vehicles is increasing.
amazon becomes business expensive investing investors order tomorrow wait
Investing in their business in order to put in place an infrastructure of the Amazon of tomorrow is becoming, increasingly, an expensive proposition. And it becomes painful, if you will, for investors to wait for that to happen.
business ford players truck
Historically, Ford and Navistar have been the No. 1 and No. 2 players in the medium-duty truck business. This is just a consolidation of the industry.
baton company credit gm hopefully internet move next passed rick seeing
I give Rick credit to try to move GM as an organization more at Internet speed. We're seeing the baton being passed from one person who made a significant contribution to someone on the same team, who is going to take the company hopefully to the next level.
distress honda line pick product reasonably sale time
Financially, their product line is reasonably successful. There would be no kind of distress sale as there was with Nissan and Renault. Honda can pick something in their own time and place.
half pressure result sales second surprised
I would not be surprised to see sales in the second half of 1996 and sales in the first half of 1997 to be under pressure as a result of this finding.
argue company management path private public run similar themselves
I don't think they are going to split. Management has indicated that while they are a public company, they would like to run themselves as if they were a private company and you could argue that's a similar path as Berkshire.
boils cash company flow investors margins profit waiting
It all boils down to when is this company going to show us better profit margins and cash flow margins? Investors are waiting patiently.
admittedly cases company eventually execution large
There are cases where the execution could be admittedly flawed. But, for a company as large as Ford, this is not to say that they won't eventually succeed.
carries existing microsoft process product recreate risk
What Microsoft has to do, arguably, is find way to recreate itself. And unfortunately this process of recreation, if you will, potentially carries the risk with it of cannibalizing Microsoft's existing product offering.