30 Quotes by Himanshu Patel

We still see more downside than upside risk to 2007 consensus earnings.

We're expecting both of them to do well. The French carmakers are safer than the Germans, partly because they have limited U.S. exposure and partly thanks to a fairly robust home market.

One of the likely sticking points in the pending sale of GMAC may well be resolution on Delphi, further emphasizing GM's interest in avoiding a labor dispute.

We think GM will see it as more of an opportunity than a risk to assist in a Delphi bailout, as it will likely be able to extract sizable UAW health care concessions in return,

We maintain our overweight (rating), as we think a recent correction in this well-diversified vehicle safety supplier has been unjustified.

We continue to believe TRW should benefit from growth in safety content per vehicle, its diverse content profile, and aggressive cost management.

We estimate production at the affected plants is around 1 million units annually, indicating around 4,300 units of lost production for every day these plants remain down.

We are not that surprised that the company guided down for the first quarter given their previously announced weak production schedules. However, we are surprised by the magnitude of the first-quarter and 2005 revision, which suggests the further risk to production schedules in future periods.

timing of this pending divestiture cannot be overlooked.