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 John Casesa - “We think it would take a rapid acceleration in economic growth andor sharp capacity reduction, both of which appear unlikely.”
 John Casesa - “Capitalizing on growth in Asia through Daewoo is essential if GM is to achieve a profitable mix of businesses. They can't do it by just cutting costs in North America.”
 John Casesa - “These disclosures don't look very good when investors are already skittish about what's going on in the automotive industry. You hate to discover a leak in your basement when you're trying to sell your house.”
 John Casesa - “Today's reaction simply reflects the hope there's not going to be a strike that shuts down the industry.”
 John Casesa - “We expect the truck mix to gradually improve through the remainder of the year, but fleet sales will likely recover, offsetting some of the mix benefits,”
 John Casesa - “We expect the truck mix to gradually improve through the remainder of the year, but fleet sales will likely recover, offsetting some of the mix benefits.”
 John Casesa - “These results are reminiscent of Ford's late 1990's performance -- driving earnings improvement with a richer truck mix, ... GM remains market-share driven and its North American pricing fell 1.0 percent. Fortunately, it was able to increase its mix of light trucks and decrease its fleet sales, offsetting partially the negative impact of lower prices.”
 John Casesa - “It looks increasingly likely to us that GM will effect some kind of a transaction that will separate these two businesses. These two companies will be worth more apart than they are together.”
 John Casesa - “which is a tough number to justify without tangible results.”
 John Casesa - “The UAW doesn't want to solve GM's cost problem if management can't solve its revenue problem.”
 John Casesa - “The UAW doesn't want to solve GM's cost problem if management can't solve its revenue problem,”
 John Casesa - “The auto companies have closed this excess capacity, are now making better product and simply don't have a lot of extra cars they can offer at low prices to this distribution channel. People like Henry Silverman or Wayne Huizenga will make those businesses more rationally structured.”
 John Casesa - “They just want to make sure that people don't rule GM out. But the probability of finding exactly what they want is probably pretty slim.”
 John Casesa - “The Japanese make the highest quality vehicles on the market and that gives them the highest residual value, and therefore allows them to offer the lowest monthly lease rates.”
 John Casesa - “Car buying is influenced by consumer confidence. And confidence varies month to month but on a trend basis, it is down a lot in the last year, year-and-a-half. And my own view, unless it bounces back and unless history is wrong, we're going to really struggle to get these buyers in next year because they're just not as confident about the future to make a big ticket purchase as they were six months or a year ago.”
 John Casesa - “It's an example of the best GM can do. The car costs less money to make than the old one. It's faster, handles better, has far better quality and is much more user friendly.”
 John Casesa - “We were surprised that GM said that it does not plan to reduce permanently assembly capacity in North America to reflect the Olds phase-out. GM's restructuring, especially its discontinuance of the Olds brand, is undeniably a step in the right direction. However, the costs of these actions are much more visible than their ongoing benefits right now. We anxiously await follow-up actions.”
 John Casesa - “We were surprised that GM said that it does not plan to reduce permanently assembly capacity in North America to reflect the Olds phase-out, ... GM's restructuring, especially its discontinuance of the Olds brand, is undeniably a step in the right direction. However, the costs of these actions are much more visible than their ongoing benefits right now. We anxiously await follow-up actions.”
 John Casesa - “The plan was in-line with our expectations and is only the beginning of a long restructuring process.”
 John Casesa - “Its easier for outsiders to be hard-nosed with the former parents of these companies. They're simply less bound by the fairly long, shared history.”
 John Casesa - “While price-cutting has sustained the sales rate at the expense of margins, eventually either the automakers' capacity to support the market will diminish, andor consumer demand will contract on its own, as it has in other cycles.”
 John Casesa - “While price-cutting has sustained the sales rate at the expense of margins, eventually either the automakers' capacity to support the market will diminish, andor consumer demand will contract on its own, as it has in other cycles,”
 John Casesa - “While price-cutting has sustained the sales rate at the expense of margins, eventually either the automakers' capacity to support the market will diminish, andor consumer demand will contract on its own as it has in other cycles,”
 John Casesa - “It's a very deep concern in the near term because there's no question it will be a deterrent to U.S. investors. He was highly respected by institutional investors in the United States.”
 John Casesa - “GM is going in the right direction, but it is not getting better as fast as the competition is getting better.”

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