GLG News Analyses of the following article:

Ford to Face Tougher Rivals Following U.S. Rescue

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Published at: online.wsj.com

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Financial Improvement of GM and Chrylser Does Not Necessarily Translate into Sales - Ford is Still Well Positioned

June 8, 2009

The WSJ article focuses on the immediate and medium term financial improvement that GM and Chrysler will enjoy as a result of the U.S. taxpayer bailout. But this does not necessaily translate into sales. Toyota and Ford still have the potential to take significant market share from GM and Chrysler. If you can't sell the cars to consumers, then profits are not in the cards.

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