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All GLG News Analyses Filed Under: Automotive

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Jack Sayer Posted June 6, 2008
Finally, Some Good News For Ford And GM, More Bad news For Chrysler
Analysis of: Chrysler Falls In Vehicle Quality Study; Chevy, Ford Gain | money.cnn.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
The quality of vehicles built for American consumers has improved virtually across the board according to J.D. Power. A notable exception: Chrysler.
Posted June 5, 2008
Truck Shift Doesn't Prdicate Doom For The Auto Market
Analysis of: Truck Sales Sink, Shaking Up Auto Market | online.wsj.com
Author: GLG Member Program Contributor
The WSJ makes several key points in regard to how the market shift impacts the manufacturers.  This impact translates directly to the U.S. economy.  However, the WSJ ignores a greater impact to the economy in how this market shift impacts individual local dealerships and how they handle this...
Posted June 4, 2008
India - Small car manufacturing Hub ??
Analysis of: Nissan to roll out compact car from Chennai plant | economictimes.indiatimes.com
Author: GLG Member Program Contributor
Nissan is among several global OEM's to announce plans to  manufacture small/compact cars in India. The nos being announced by OEM's like GM, Ford , VW, Nissan, Toyota, Honda , Hyundai and Suzuki apart from home grown Tata Motors ( with Nano - $2500 car) all add up to a total production capacity...
Jack Sayer Posted June 4, 2008
How Bad Was May For Automakers? Let Me Count The Ways
Analysis of: Truck Sales Sink, Shaking Up Auto Market | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
May was a watershed month for an industry catching up with the breathtaking changes that customers are now making.
Jack Sayer Posted June 3, 2008
Way To Go General Motors!
Analysis of: G.M. Closing Four Plants In Shift From Trucks Towards Cras. | www.nytimes.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
In a brilliant tactical move, GM on Tuesday announced it was closing four truck plants, had approved funding for its new electric car, the Chevy Volt,  and suggested the possible sale of the Hummer brand.
Jack Sayer Posted June 3, 2008
Are We Going To Have To Pass The Hat For General Motors Soon?
Analysis of: GM To Shutter Four Truck Plants | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
If conditions in the auto industry don't start improving soon, GM may have to start looking for coins between the seats of its vehicles.
Jack Lifton Posted June 3, 2008
Can Anyone Explain To GM or Ford Management That The Purchase Price Is Only A Dwindling Part Of The Cost Of An OEM Automotive Part ?
Analysis of: British win orders back from China | www.ft.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
Quality, on time delivery, and price used to be the three factors to be judged, and in that order of descending importance, by OEM automotive buyers. Then the accountants took over and simply dismissed those with engineering and materials evaluation skills as commodities whose opinions and...
Jack Sayer Posted June 2, 2008
Lets Take Another Look At That Drop In Japanese Auto Sales
Analysis of:  Japanese auto sales see decline | news.bbc.co.uk
Author: Jack Sayer, Managing Partner Sayer Partners LLC
The Japanese Auto Dealers Association blames having one fewer selling day in May and a recent tax change for the drop in May sales. Those two factors are not insignificant.
Jack Lifton Posted June 2, 2008
Toyota's Long range Planners Are Once Again Using General Motors' Short Sighted Thinking To their Advantage
Analysis of: Is there a Prius in the future for Nummi? GM, Toyota in talks to build hybrid at Fremont plant, Tokyo paper says | www.sfgate.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
Toyota only builds the Prius hybrid, the world's best selling hybrid, in Japan even though nearly 80% of the Prius production is sold in the USA. Why is this so? And, why, now that Toyota is committed to nearly tripling the production of Priuses worldwide by 2011, is it that the batteries and power...
James "Jim" Rippy Posted June 2, 2008
How long will they wait?
Analysis of: Source: GM plans more restructuring | www.autonews.com
Author: James "Jim" Rippy, Former Senior VP of Manufacturing Continental Tire North America, Inc.
How long will the “do nothing” board at GM allow Waggoner and his team to continue their destruction of the company? How many restructuring scenarios will they be allowed before their board realizes that the plans presented are not working? When will the top folks be held accountable? Will they wait...
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