Dr. Michael Kowalski Ph.D.

Consultant, Michael Kowalski

GLG News by Dr. Michael Kowalski Ph.D., Consultant

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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The Delphi conundrum

May 30, 2006

Analysis of:Delphi tells judge: we need to drop union contracts to survive | www.freep.com

There are four parties who have interest in the prospect of canceling the labor contract: Delphi, UAW, GM, and the hourly workers themselves. Each has different concerns but all have high risks if a resolution to the problem is not found.

High Stakes For General Motors

May 30, 2006

Analysis of:Delphi tells judge: we need to drop union contracts to survive | www.freep.com

The resolution of the Delphi solvency is perhaps the most significant open issue in the turn around progress at General Motors. It may, however have consequences for GM's relationship with its own union workers.

GM's execution of its recovery stategy

May 30, 2006

Analysis of:Outlook: GM rises, Ford falls | www.detnews.com

GM has taken many major bold actions to improve the conditions of its business operations. There are still several major hurdles ahead, but it seems to be executing better than cross town rival
Ford. The article point out how this is reflected in the stock price performance of the two manufacturers over the past year.

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