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GLG News by Experts in the Automotive Council

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James "Jim" RippyJune 26, 2008
What will it take?
Analysis of: Deepening gloom at General Motors | money.cnn.com
Author: James "Jim" Rippy, Former Senior VP of Manufacturing, Continental Tire North America, Inc.
Where are the leaders on a daily basis. This company needs some real "hands on" leadership to survive.
June 26, 2008
View from the front lines of automotive retailing- It's very lonely out here in domestics
Analysis of: GM May Need A Loan, And Soon | www.forbes.com
Author: GLG Expert Contributor
The joke is that the only place lonlier than a GM dealers showroom is the Chrysler /Dodge Dealer across the street. What does that mean? It means that retailers sporting a domestic brand will need to retrench and regroup ...start stocking up on used imports which are still selling well, and pray for...
Jack SayerJune 25, 2008
The Domestic Car Business.....Is Anyone Buying Anything?
Analysis of: GM May Need A Loan, And Soon | www.forbes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
We know that no wants to buy gas guzzlers, right? Correct, but some of them, along with other luxury high-enders are also selling.
Jack SayerJune 23, 2008
Could An Automaker Bankruptcy Happen? Part 2
Analysis of: Deepening gloom at General Motors | money.cnn.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
In February, I did an article raising the question of a possible automaker bankruptcy. At the time it didn't seem that things could get much worse in the auto sector. Guess what.....they did. With all of the automakers burning through cash at unprecedented rates, perhaps its time to raise the question...
Jack SayerJune 19, 2008
CarMax Takes A Hit, Let's Take Another Look At The Numbers
Analysis of: Car Max's Woes Point To Heightened Challenges For Auto Makers | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Along with CarMax's report of a 55% drop in fiscal first-quarter profit, stocks of U.S. auto makers fell across the board, as high fuel prices and general economic weakness weigh on consumer sentiment.
Jack SayerJune 16, 2008
What Impact Is The Drop In Car Sales Having On The Ad Business?
Analysis of: BIAfn: Small-Market Radio Will Rebound Sooner | www.radioink.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Gas prices are up, auto sales are down. Automakers are looking for additional ways to cut costs. You can bet that advertising is going to be one of them.
Jack SayerJune 16, 2008
Chrysler's Gas Card Incentive Is Now Running On Fumes
Analysis of: Chrysler Lures Buyers With Fuel Incentive; Program Extended | money.cnn.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Gas prices keep going up and Chrysler executives keep trying to pump life-and hype-into their gas-price protection incentive, which they have extended through July 7.
June 12, 2008
Electric Cars will soon be ready for prime time
Analysis of: Toyota plans 2 new hybrids, lithium ion production | www.autonews.com
Author: GLG Expert Contributor
The recent spike in gas prices will finally establish a "tipping point" whereby the auto industry will fundamentally change.  Industry leader Toyota will be one of many serious entrants into the electric car business, and US consumers will finally take notice.  Key success factors, in my opinion...
Jack SayerJune 12, 2008
Hummer May Be Going, But It Won't Go Quietly
Analysis of: G.M. Shifts Focus To Small Cars in Sign of Sport Utility Demise | www.nytimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
GM can't just wish away the Hummer dilemma. It has four major options, sell it, discontinue the brand, try to remake it as a "green" vehicle, or stick with it as it is.
June 9, 2008
Ibiquity Has Significant Potential That Will Be Realized Through HD Radio
Analysis of: Pumping Up the Volume: HD Radio Touts Price Cuts | www.investors.com
Author: Mark Fendley, Continuous Improvement Manager, BMW Manufacturing Co., LLC
The new price point for HD receivers will mean signicantly more volume of units in automotive OEM applications, potentially surpassing one million units installed in OEM applications by early 2009. Unlike Sirius and XM, Ibiqiuty's HD radio is finding an audience in Asia and in Europe. Ibiquity is entering...

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