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December 2, 2008Surprise, Auto Sales In November Were Awful: Next: Detroit 3 Head To Congress
Analysis of: Each Player in Big Three Is Devising Its Own Plan | www.forbes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
In a coincidence worthy of a Hollywood script writer, the Detroit Three will appear in Congress to ask for financial aid on the same day they report sales declines at the highest levels in a quarter century.
December 1, 2008
Ford Gets The Prize For Forward Thinking
Analysis of: Ford better positioned to ride out recession | www.msnbc.msn.com
Author: GLG Expert Contributor
Analysis of: Ford better positioned to ride out recession | www.msnbc.msn.com
Author: GLG Expert Contributor
Not only is Ford in the best position to ride out this economic crisi(of the Big 3) it isn't even close. Mulally's background at Boeing taught him early and often that you can't have a big enough war chest ...just in case. In that regard he may not have been able to predict that this day was coming...
December 1, 2008Is Pontiac Going To Join Oldsmobile In GM's Scrapyard?
Analysis of: Report: GM Is Considering Selling SAAB, Pontiac, Saturn Brands | blogs.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
One thing seems certain to be featured in the bailout blueprint for both GM and Ford. Both companies will be ditching some brands that have long dogged their ever-more-fragile bottom lines.
December 1, 2008The virtualization hangover - What to do once the savings have been realized?
Analysis of: Virtualization's Pain Points | www.forbes.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1. Virtualization strategies can make management complex. 2. New applications require experience before proper placement of the virtualized application.
November 24, 2008Sears Isn't The Only Problem For Eddie Lampert: How About AutoNation?
Analysis of: Whatever you do, don't buy Sears | money.cnn.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
With AutoNation stock down by 44% since the end of the third quarter, Eddie Lampert, its largest shareholder, and his hedge fund, RBS Partners, have other problems besides his stake in Sears.
November 24, 2008
Apple’s iPhone, RIM’s Blackberry, and Windows Mobile
Analysis of: BlackBerry maker battles back | money.cnn.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Apple’s iPhone, RIM’s Blackberry, and Windows Mobile
Analysis of: BlackBerry maker battles back | money.cnn.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Smartphones are increasingly capable, attractive and usable. While they still represent a minority market share in the cell phone market, their popularity is growing. Apple gets most of the publicity, but RIM, Nokia and others are not sitting still.
November 24, 2008The Next Blow For GM: Suppliers Put Them On C.O.D.?
Analysis of: Lawmakers Send Big Three Back Home Empty-Handed | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
The only group in the automotive sector struggling more than the Detroit Three is probably their suppliers. Now it seems that the three Detroit auto makers may be put on a "Cash-On-Delivery" basis by these suppliers.
November 21, 2008General Motors: Is This The Beginning Of The End?
Analysis of: Automakers Rescue Drive Stalls | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
All year, GM CEO Rick Wagoner has been insisting his company will never declare bankruptcy. In October, a company spokesperson reiterated that. In fact, the company website ststes that: "bankruptcy protection is not an option GM is considering."
November 17, 2008What Car Folks Think About What's Happening In Today's Auto Market: Part 3
Analysis of: If Detroit Fails, Foreign Makers Could Be Buffer | www.nytimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
In July and October I published GLG News analysis' showing opinions of auto dealer clients, associates on the manufacturing side of the business and several key lenders regarding issues of mutual interest. Here is a follow-up on those articles.
November 17, 2008The Cost Of A GM Failure Would Be Worst Than The Cost OF Keeping It Alive
Analysis of: Democrats Plot Detroit Rescue | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Be careful what you wish for. It seems like everyone has an opinion regarding the possible failure, bankruptcy, bailout of General Motors. Regardless what you call it, we should consider the cost of a GM failure.
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