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GLG News by Brake and Friction Components Experts

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June 29, 2007
Who is responsible for the failure of Chinese aftermarket replacement tires?
Analysis of: Accident Raises Safety Concerns on Chinese Tires | online.wsj.com
Author: Michael Kowalski, Consultant, Michael Kowalski
Quality of Chinese manufactured products is a hot topic these days.  The safety of pet food ingredients is just a recent example.  The Chinese seem able to avoid international standards for safety and quality, instead focusing on price and volumes.  Tire failures are just another...
June 25, 2007
Toyota's Too Premature Prediction
Analysis of: 10 years after first hybrid, Toyota hits 1 million mark | seattletimes.nwsource.com
Author: GLG Expert Contributor
1. US auto industry is given ultimation that Toyota will switch all vehicles with lithium battery in 13 years. 2. If US auto industry (GM, Ford and DCX) wants to be competitive, here is the chance for them to beat this timing by 2/3 years. 3. If US Government wants to partner with auto industry, this...
June 25, 2007
The new strategy?
Analysis of: Ford celebrates the revival of Taurus | www.freep.com
Author: GLG Expert Contributor
500 to Taurus, Quality first, make the masses aware of the “new Ford”…. is this the holly grail, the way out?
June 25, 2007
Concentrating on whether Toyota or any vehicle manufacturer looses money on HEVs today simply misses the point.
Analysis of: 10 years after first hybrid, Toyota hits 1 million mark | seattletimes.nwsource.com
Author: GLG Expert Contributor
It is highly questionable whether Toyota looses money on HEVs. In any case, its technological lead is a no-brainer. Its current position in this market is indisputable and represents an investment into a, not to far away, promising future, as US Senate advances on its endeavor to tackle the issues of...
June 19, 2007
Ford and Future
Analysis of: Ford: Another fine mess | www.economist.com
Author: GLG Expert Contributor
1. Ford could save money if the ideas suggested in commentary are implemented. 2. Ford can stay in business or go broke staying in the current course of actions. 3. Ford can redefine their core products and work to build the company again.
June 18, 2007
Will Ford survive on its own after selling the crown jewels? - A comment from the fortune teller…
Analysis of: Ford: Another fine mess | www.economist.com
Author: GLG Expert Contributor
It is no rocket science: Ford must attack many internal fronts and concentrate in its re-structuring to get out of this battle as a successful OEM, but there are precedents. Look at Fiat’s story of the past 5 years.
June 15, 2007
Gentex rear camera display mirror on 2008 Ford F-series full-size Pick-up trucks -- A break-through for Gentex
Analysis of: Gentext in F-Series | www.sys-con.com
Author: GLG Expert Contributor
* Being the first will certainly create expectation but it also bares the risk of disaster if the technology proves to be faulty. * Assuming good and reliable performance, bottom and top line growth are possible.
June 14, 2007
Ford turnaround plan - Light at the end of the tunnel?
Analysis of: Can Ford Engineer a Jump Start? | online.wsj.com
Author: GLG Expert Contributor
×Ford’s main problems are of structural/operational nature ×Disposal of PAG will bring in some necessary cash and should contribute to reducing its debt ×Possible solutions could include reviving Lincoln as a luxury brand ×Possible solutions could include reviving Lincoln as a luxury...
May 17, 2007
Chrysler’s future hangs on the next United Automotive Workers contract agreement
Analysis of: Union Cracks in Chrysler Deal | www.thestreet.com
Author: Michael Kowalski, Consultant, Michael Kowalski
The purchase of a majority stake in Chrysler by Cerbus Capital Management signals a chance of another Chrysler resurrection. This will require an accommodative new contract with the United Auto Workers union and massive changes to Chrysler’s business. The initial response from the union is constructive,...
May 3, 2007
The Future of Chysler operations sill uncertain
Analysis of: Magna out front in bid to buy Chrysler Group, analysts say | www.thestar.com
Author: Michael Kowalski, Consultant, Michael Kowalski
While the take over of Chrysler by Daimler was ill conceived and a poor business judgment, current issues in the market could provide a rationale for continuing joint operations to the benefit of both parts of the organization. However Daimler does not appear to have the tenacity to make the Chrysler...

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