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GLG News by Brake and Friction Components Experts

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February 26, 2007
Ford Motor is attempting to follow General Motors Lead--a positive sign!
Analysis of: Follow Leader Ford’s New Game Plan | wardsauto.com
Author: Michael Kowalski, Consultant, Michael Kowalski
Mr. Alan Mulally the new CEO at Ford Motor Company has taken actions that are designed to provide a "way forward" for this troubled enterprise. These initiatives basically follow the strategies already implemented at General Motors Corporation some time ago. While these policies are good if effectively...
February 26, 2007
Who wants Chrysler?
Analysis of: Private equity groups eye Chrysler | www.ft.com
Author: Michael Kowalski, Consultant, Michael Kowalski
There are many possible automakers that may be interested in acquiring all or parts of Chrysler's operations. Perhaps even a couple of these may make sense and could succeed. However the more likely outcome is that the attractive parts of Chrysler will be sold off and the rest just discarded. A sad...
February 23, 2007
Big 3 lost money due to tight standards of UAW
Analysis of: UAW Losing Pay Edge: Foreign Automakers' Bonuses Boost Wages in U.S. Plants as Detroit Car Companies Struggle | www.aftermarketnews.com
Author: GLG Expert Contributor
Big three has been "held hostage" by UAW for many years. Every 4 years UAW is looking for new items (holidays, bonus, 95% benefit when no work, etc....) from Big 3. Big 3 have been paying out dearly and now there is not too much left to hand out.So, UAW needs to reinvestigate their strategies...
February 23, 2007
DCX Suppliers will need to be ready for major cost reductions
Analysis of: Plan Good for Some Suppliers, Not So Good for Others | www.aftermarketnews.com
Author: GLG Expert Contributor
DCX announced that they are looking for $ 5 B (appx.) cost reduction from the purchased components. This means that suppliers will be asked to reduce their cost by this amount while reducing production volume at the same time. Suppliers who are solely dependent on Big 3, they will need to either find...
February 23, 2007
UAW has no right to say anything for GM/DCX
Analysis of: UAW says 'no opinion' on possible GM-Chrysler deal | www.autonews.com
Author: GLG Expert Contributor
If UAW were to make a statement on GM/DCX, it will provoke Big 3 and  major confusion will arise. UAW understands if this merger is to take place, there will be major head count reduction due to elimination of similar jobs. UAW needs to understand that road is rough for Big 3 and they...
February 23, 2007
GM/Chrysler "MERGER OF TWO WRONG COMPANIES "
Analysis of: A Beauty to Chrysler's Beast? | www.fool.com
Author: GLG Expert Contributor
Advantages: 1. GM would acquire access to Daimler process and design. 2. GM would maintain "Number 1" in total volume sales over Toyota.3. GM would use internal resources to their full extent and phase out Chrysler hourly and salary employees. 4. GM will acquire additional dealers and networks...
February 5, 2007
Ford Motor Company is Facing Reality, a Hopeful Sign!
Analysis of: Ford Chief Sees Small as Virtue and Necessity | www.nytimes.com
Author: Michael Kowalski, Consultant, Michael Kowalski
Mr. Alan Mulally, the new CEO at Ford Motor Company, is beginning to make his presence felt in his organization. He is making progress in ending the fiefdom culture that has defined Ford internal politics for decades. That combined with an aggressive restructuring of the product line up may be...
January 31, 2007
Can the Big3 (or the auto industry as a whole) stop Global Warming?
Analysis of: Global warming bound to burn Big 3 | www.detnews.com
Author: Michael Kowalski, Consultant, Michael Kowalski
The earth is going through a warming cycle that may or may be due to automotive emissions. Despite of the uncertainty, the Big 3 car companies (and the automotive industry as a whole) are under the gun to respond to the problem. This response is already well underway, however there is a difference between...
January 25, 2007
How can Ford and GM turn around the perceptions of their products?
Analysis of: American Perception Problems of the American Auto Industry | www.howtobuyamerican.com
Author: Michael Kowalski, Consultant, Michael Kowalski
So far the turn around at General Motors and the anticipated (perhaps hoped for is a better description) turn around at Ford Motor company has focused on cost reductions. This has reduced losses at General Motors and may have the same effect at Ford and perhaps at Daimler Chrysler as well. However increased...
Glenn MercerJanuary 25, 2007
Hard to bet against Honda
Analysis of: Honda's Diesel-Powered Dreams | www.businessweek.com
Author: Glenn Mercer, Former Partner, Automotive Senior Practice Expert, McKinsey & Co.
1. Honda is a "small" car company but a huge engine company.2. The new Honda diesel will be highly advantaged, if it works.

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