“The old business model was that bigger plants gained economies of scale -- the more cars you made, the more profitable you became. The new buzz word is flexibility. The successful manufacturers will be the ones that can react quickly and make subtle changes. ... That's something the imports have perfected, but Ford is really grappling with.”
“I think the products for 2006 are quite strong. If we can keep fuel prices at $2 a gallon, I think GM will float to the top of the SUV and full-size pick-up market.”
“I don't believe that Mexico is part of the rationalization strategy. I would expect a significant investment there to help Ford with its small car strategy.”