55 Quotes by John Casesa

We think the damage to the (Ford) brand has already been done.

To the extent that GM takes any action to get more competitive, that has to influence the urgency of Ford's strategy.

We were surprised that GM said that it does not plan to reduce permanently assembly capacity in North America to reflect the Olds phase-out, ... GM's restructuring, especially its discontinuance of the Olds brand, is undeniably a step in the right direction. However, the costs of these actions are much more visible than their ongoing benefits right now.  We anxiously await follow-up actions.

We expect this mix improvement to overwhelm difficult market conditions for the foreseeable future, and therefore, we now expect solid earnings growth in 2002,

We expect the truck mix to gradually improve through the remainder of the year, but fleet sales will likely recover, offsetting some of the mix benefits.

We think it would take a rapid acceleration in economic growth and/or sharp capacity reduction, both of which appear unlikely.

Even though the U.S. economy's pretty healthy, there's not much growth in demand. Everybody who needs a car has already bought one.

Even excluding the charge, European auto operations continue to be a big drag.

The ripple effect on GM supplies is profound. GM represents anywhere between 15 and 20 percent of the sales of most big supplies, so these are lost sales and lost profits. And you'll see it in their second quarter results.