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All GLG News Analyses Filed Under: Automotive

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Posted May 20, 2008
GM Faces Another Import Challenge: Electric Vehicles
Analysis of: Nissan Plans Electric Car In U.S. By '10 | www.nytimes.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
General Motors, battered for decades by hot-selling, stylish, dependable, vehicles from European, and Asian automakers, seemed to have the field to itself in the race to produce an electric vehicle. Now, it seems everyone want's to join the party. With its announcement last week that it expects...
Jack Lifton Posted May 20, 2008
Are Massive Price Increases In Store For American Car and Truck Buyers? Yes.
Analysis of: Valeo CEO: Rising costs should be passed to buyers | www.autonews.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
The American OEM automotive industry has studiously ignored all of the market's warning signals and forced its supply base to absorb the raw material price increases stemming from huge Asian demand and a falling dollar. This was done out of fear of being priced out of their own domestic market as well...
Posted May 16, 2008
Freescale Is On A Roll In Multiple Automotive Markets and Applications
Analysis of: Freescale, Chery Team Up to Develop Automotive Electronics Technology in China | techon.nikkeibp.co.jp
Author: Mark Fendley, Continuous Improvement Manager BMW Manufacturing Co., LLC
The alliance of Freescale and Chery to develop MCU and chipset technology means tremendous potential for Freescale growth in Asia. Freescale's recent acquisition of SigmaTel could give Freescale an avenue to grow share of automotive multimedia and infotainment chipset applications. Freescale is well...
Posted May 12, 2008
Ford Has To Put Together A Game Plan For Kerkorian
Analysis of: Kerkorian launches tender offer for Ford shares | www.reuters.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
They may have been taken by surprise as they claim, but Ford had better put a game plan together quickly if they are to deal effectively with the latest bid by investor Kirk Kerkorian.
Posted May 9, 2008
Even Toyota Is Feeling The Sting Of The Drop In U.S. Auto Sales
Analysis of: Toyota Offers Grim Forecast As Net Income Falls 28% | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
Toyota finds itself buffeted by a triple whammy of outside forces: An unraveling U.S. market, surging raw material costs and a Japanese yen that continues to rise in value against the dollar. 
Posted May 8, 2008
Bankruptcies Up, Lenders Pulling Back: Its Getting Harder To Buy A Car
Analysis of: Chrysler Offers Gas Deal To Jolt Sales | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
On one hand, the automakers are trying to entice customers into their showrooms with gas price guarantees, rebates, and cash incentives, on the other hand, lenders are pulling back by tightening lending standards. Oh, and did we mention, bankruptcies are up 47 percent!
Posted May 6, 2008
Gas Is Going To Take The Place Of Cash In New Round Of Incentives
Analysis of: Detroit Auto Makers Post Sharply Lower April Sales | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
As I suggested in an article last week, Detroit is looking at gas as an incentive in place of cash in order to get sales moving.
Jack Lifton Posted May 6, 2008
Even Carlos Ghosn Seems To Be Missing The Point On Raw Materials. The Issue Is Not Only Their Rising Cost; It's Also Their Diminishing Availability
Analysis of: Russia's Car Market Will Pass Germany's In Two Years Says Ghosn | goldsea.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
The first industrial revolution in the west highgraded out the world's then known and accessible metal ores and energy minerals. Extraction and refining technologies have since kept up with the declining grades of ores and minerals accessible with today's infrastructures and machinery. But finally,...
Posted May 5, 2008
Carlos Ghosn is "Dead-On" In His Assessment of Both Foreign and Domestic Automotive Market Growth
Analysis of: Russia's Car Market Will Pass Germany's In Two Years Says Ghosn | goldsea.com
Author: Mark Fendley, Continuous Improvement Manager BMW Manufacturing Co., LLC
The significance or the emerging markets in Russia, India, China, and Brazil should not be underestimated by any automotive OEM who wants to experience significant growth in the future. In addition, the implication that raw material sourcing and pricing as well as manufacturing and logisitcs cost control...
Posted May 5, 2008
Warning To The Detroit Big Three: Don't Overlook California
Analysis of: As Gas Costs Soar, Buyers Flock To Small Cars | www.nytimes.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
As car buyers switch from pickups and large SUV's the Detroit automakers have to be careful not to overlook one of the most important car markets in the world, California.
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