GLG News by Experts in the Automotive Council

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE THE AMERICAS, LLC.

SameOld! Same Old! Lutz should have left with Waggoner

July 18, 2009

Analysis of:GM's Lutz Makes Another U-Turn | online.wsj.com

Why do they keep a guy who shares responsibility for the failure of GM?His "wonder skills" in design and marketing have not proven to be of any value. He should retire now and just go. His skills are way overrated based on results at GM and his previous car company employers.

Craig CarlsonCEO & Managing DirectorThe Carlson Group LLC

Chevrolet Caprice G8?

July 17, 2009

Analysis of:GM's Lutz Makes Another U-Turn | online.wsj.com

* Market just becoming aware of G8 * Not may V-8 performance RWD vehicles * Ford eliminating Crown Vic in near term, Police replacement? * Goes in wrong direction regarding CAFE requirements

Craig CarlsonCEO & Managing DirectorThe Carlson Group LLC

Long Road for Dealers

July 17, 2009

Analysis of:U.S. House Passes Bill Making GM, Chrysler Rehire Car Dealers | www.bloomberg.com

* Very Close House Vote 219-208 * Not a Priority for Senate * President opposes * May have Legal problems

Craig CarlsonCEO & Managing DirectorThe Carlson Group LLC

Complementary Inventions Produce Faster Revenue

July 14, 2009

Analysis of:Invent, Invent, Invent | www.nytimes.com

- Focus on strategic improvements to established technologies - Become an expert at searching the Patent data base - Think about an exit plan, licensing or product development

Craig CarlsonCEO & Managing DirectorThe Carlson Group LLC

FORD Positioned for Growth

July 14, 2009

Analysis of:Ford May End GM’s 78-Year Streak as Top-Selling U.S. Automaker | www.bloomberg.com

- Ford's product line is well positioned for current demand - Next generation product/technology platforms are industry leading - Understands how to be profitable selling hybrid vehicles

Craig CarlsonCEO & Managing DirectorThe Carlson Group LLC

GM's Last Chance

July 13, 2009

Analysis of:GM Takes New Direction | online.wsj.com

* Greatly Reduced Cost Structure * Reduced Dealer Group allowing for more successful dealers * Good start on new products

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

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

June 8, 2009

Analysis of:Ford to Face Tougher Rivals Following U.S. Rescue | online.wsj.com

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.

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE THE AMERICAS, LLC.

A Sad day in History

June 1, 2009

Analysis of:What GM Bankruptacy means to you | online.wsj.com

Where did the leadership go? Surely, the leaders at GM and the UAW could see this coming. How did they get to their present level if they did not see this coming years ago?

James "Jim" RippyFormer Senior Vice President of OperationsCONTINENTAL TIRE THE AMERICAS, LLC.

A look at the other side

June 1, 2009

Analysis of: A Saga of Decline and Denial | online.wsj.com

Wages and benefits are sometimes not the most costly items in negotiations.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Recognizing the Next Edscha

May 4, 2009

Analysis of:Germany's Edscha to be Sold in 2-4 Months | uk.reuters.com

While we see most of the press regarding the fate of Chrysler and GM, there are many Tier suppliers to the automotive OEM's that will be transformed in the next several months as well. How can these targets for acquisition be best recognized?

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