68 ordspråk av John Casesa

John Casesa

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I think the auto industry and the economy at large are inseparable,

We believe that the Firestone recall is a storm that will intensify with the upcoming congressional hearing and then quickly pass. Based on our analysis of the outcome of other high-profile, controversial recalls, the stock should make a recovery.

The auto companies have closed this excess capacity, are now making better product and simply don't have a lot of extra cars they can offer at low prices to this distribution channel. People like Henry Silverman or Wayne Huizenga will make those businesses more rationally structured.

We expect this mix improvement to overwhelm difficult market conditions for the foreseeable future, and therefore, we now expect solid earnings growth in 2002,

The pressure on GM management is greater than ever ... to adopt a more aggressive turnaround strategy.

Detroit is at a tipping point.

GM likely doesn't have enough inventory to maintain a strong sales pace. And inevitably, the employee-pricing program is losing its effectiveness, as eventually happened to zero-percent financing, hot-button bonus cash programs, talk-show host car giveaways and other promotions.

The only bright spot left this year could be December, which is typically driven by year-end sales campaigns.

Its easier for outsiders to be hard-nosed with the former parents of these companies. They're simply less bound by the fairly long, shared history.

GM likely doesn't have enough inventory to maintain a strong sales pace.

which is a tough number to justify without tangible results.

The plan was in-line with our expectations and is only the beginning of a long restructuring process.

It seems that November got off to an excruciatingly slow start, with new incentives programs from Ford and GM just now beginning to boost showroom traffic.

Capitalizing on growth in Asia through Daewoo is essential if GM is to achieve a profitable mix of businesses. They can't do it by just cutting costs in North America.

I think the auto industry and the economy at large are inseparable. An increase in the cost of money is going to slow down big ticket purchases, and it's inevitable that is going to hit auto sales. I think that's what we're beginning to see in May.

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