My guess is most people view this as a tire issue than a Ford Explorer issue. But there are a lot of good competitors to Ford Explorer out there on the market.
There is enormous peer pressure because Ford faced essentially the same conditions as GM does now back in the '80s, ... pick up the pace.
In short, while the negative press will likely hold back the stock near-term, we don't think it will have a lasting impact, and in our view, Ford remains relatively attractive,
Ford and GM are now in a race to shrink.
It seems that November got off to an excruciatingly slow start, with new incentives programs from Ford and GM just now beginning to boost showroom traffic.
If Ford makes Volvo work, it has the potential to break out of the pack of second-tier automakers,
For the next year, year and a half I expect Ford to lose market share. It doesn't have many levers to pull. Its product pipeline is relatively dry and GM is being very aggressive.