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GLG News by Experts in the Automotive Council

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Jack SayerNovember 11, 2008
What Can Automakers, Suppliers And Auto Dealers Do With a SAAR of 11 Million Units?
Analysis of: More Than Just Auto Jobs in Danger in Detroit | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Automakers, auto dealers and suppliers are trying to adjust to an annual auto sales rate (SAAR) not seen in a quarter century: fewer than 11 million units.
Jack SayerNovember 10, 2008
The Detroit Automakers Are In Freefall. Are The Public Auto Dealer Groups Next?
Analysis of: In Washington, Automakers Plead For Aid | www.nytimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
While the Detroit Three automakers are pleading with the federal government for help in the midst of the worst automotive sales year in a quarter century, the public auto dealers are experiencing some significant problems also. Is the concept going to survive?
November 10, 2008
Plan first - Money second
Analysis of: Automakers' $25 Billion Fast-Track Bailout | www.businessweek.com
Author: GLG Expert Contributor
Any attempt to rescue the Domestic auto industry of GM/Ford/Chrysler would be money wasted if "Detroit" doesn't have a reorganization plan on the table first. The money committed must have conditions that prevent business as usual. Provisions should be included to assist in the closing of a large number...
November 10, 2008
Do Any of America's Big Three Automotive Companies Have the Staying Power and Product Pipeline to Make It To Better Times?
Analysis of: Running on Fumes: GM could soon run out of cash | www.forbes.com
Author: Mark Fendley, Continuous Improvement Manager, BMW Manufacturing Co., LLC
Detroit's Big Three have several obstacles to overcome; the question is will they have the ability to withstand this perfect storm? Consumer confidence is shaken, financing is impossible or difficult, product mix doesn't meet market demands, alternative energy development and emission compliance is...
Jack SayerNovember 10, 2008
It Isn't Just New Car Sales That Are Hurting The U.S. AutoMakers, Used Car Sales Are Almost As Bad
Analysis of: Carmakers Report Losses As They Burn Cash | www.nytimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
The wholesale and retail used car markets in October were horrible, adding to the woes of domestic auto makers.
Jack SayerNovember 6, 2008
G.M. And Ford Will Report Earnings (Losses) On Friday...Look Out Below!
Analysis of: U.S. Rejects G.M.'s Call For Help in a Merger | www.nytimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
With net losses of more than $27 billion in the first half of the year, the two publicly owned Detroit automakers didn't think that things could get much worse. Well, they did. 
Jack SayerOctober 30, 2008
What Is a Domestic Auto Dealership Worth? Not Much.
Analysis of: How Detroit Drove Into a Ditch | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
At the tail end of a dismal auto sales year, the public auto dealer groups are reporting bad news for third-quarter results. The more troubling news comes comes for domestic car makers and dealers. 
October 28, 2008
Plan Do Check Action, the Real Key to Success
Analysis of: How Detroit Drove Into a Ditch | online.wsj.com
Author: GLG Expert Contributor
Quite simply, American automotive did not head advise in 1976: "The Japanese Are Coming". Japan's goal: Market Share. US automotive goal: Profit and Excess Compensation/Bonuses Japan's process for success:  P,D,C,A PLAN , DO, CHECK, ACTION  (4 of W.E. Deming's original 14). Japan makes it...
October 28, 2008
Detroit Over Time
Analysis of: How Detroit Drove Into a Ditch | online.wsj.com
Author: GLG Expert Contributor
Detroit had many chances to come around and beat the world's automotive markets but the reasons they did not were : too eager to take credit, adversarial relationship between workers and management, and profit center. Detroit is now paying the price.....
Jack SayerOctober 27, 2008
Auto Sales In September Were Bad, October Will be Even Worse
Analysis of: How Detroit Drove Into a Ditch | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Coming off a dismal sales month in September, U.S. automakers had hopes for a slight recovery in October. It didn't happen.

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