GLG News by Gentex Automotive Experts

Craig Carlson, CEO & Managing Director

Craig CarlsonCEO & Managing DirectorThe Carlson Group 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.

Ford Leading the Way with New Models

August 10, 2009

Ford Speeds New Models to Build on Gain in U.S. Sales | www.bloomberg.com

Ford's acceleration of its vehicle development is starting to pay dividends. Their next generation vehicles both look good and are well matched to projected demand.

Craig Carlson, CEO & Managing Director

Craig CarlsonCEO & Managing DirectorThe Carlson Group 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.

Toyota Adjusts to Global Industry Changes

August 7, 2009

Toyota Streamlines North American Management to Speed Recovery | www.bloomberg.com

Toyota has realigned its US management to both respond to market changes faster and proactively adjust its product mix and planning volumes.

Craig Carlson, CEO & Managing Director

Craig CarlsonCEO & Managing DirectorThe Carlson Group 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.

Chevrolet Caprice G8?

July 17, 2009

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 Carlson, CEO & Managing Director

Craig CarlsonCEO & Managing DirectorThe Carlson Group 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.

Long Road for Dealers

July 17, 2009

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 Carlson, CEO & Managing Director

Craig CarlsonCEO & Managing DirectorThe Carlson Group 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.

Complementary Inventions Produce Faster Revenue

July 14, 2009

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 Carlson, CEO & Managing Director

Craig CarlsonCEO & Managing DirectorThe Carlson Group 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.

FORD Positioned for Growth

July 14, 2009

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 Carlson, CEO & Managing Director

Craig CarlsonCEO & Managing DirectorThe Carlson Group 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.

GM's Last Chance

July 13, 2009

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 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

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.

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.

Recognizing the Next Edscha

May 4, 2009

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?

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.

Automotive Manufacturers Will Sell Where the Buyers Are - So Follow the Market Maturity

April 22, 2009

China Influence Grows With Car Sales | www.nytimes.com

As emerging market consumers grow their incomes, and as their countries grow their road infrastructure, the automotive companies will be there to provide vehicles. With very high populations in China, India, and Russia without vehicles, the markets are ripe for offering vehicles to those who have the income to purchase at all price points.

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