John Casesa Gm Quotations

Lutz's hiring signals the possibility of a renaissance at GM and heightens our sensitivity to the possibility of more constructive change, ... This is a major change in strategy for GM, which has historically relied heavily on inside promotions.

GM and the UAW will collide at some point as the company's results worsen, ... The Delphi filing suggests that it will happen sooner rather than later.

GM has many calls on its cash, including pensions, retiree health care and Fiat's put option,

GM historically has derived almost a third of its earnings from the European business. It didn't do that in this quarter.

GM is going in the right direction, but it is not getting better as fast as the competition is getting better.

GM likely doesn't have enough inventory to maintain a strong sales pace.

GM likely doesn't have enough inventory to maintain a strong sales pace. And inevitably, the employee-pricing program is losing its effectiveness, as eventually happened to zero-percent financing, hot-button bonus cash programs, talk-show host car giveaways and other promotions.

Capitalizing on growth in Asia through Daewoo is essential if GM is to achieve a profitable mix of businesses. They can't do it by just cutting costs in North America.

There is enormous peer pressure because Ford faced essentially the same conditions as GM does now back in the '80s, ... pick up the pace.

The pressure on GM management is greater than ever ... to adopt a more aggressive turnaround strategy.

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

These results are reminiscent of Ford's late 1990's performance -- driving earnings improvement with a richer truck mix, ... GM remains market-share driven and its North American pricing fell 1.0 percent. Fortunately, it was able to increase its mix of light trucks and decrease its fleet sales, offsetting partially the negative impact of lower prices.

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.

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.

They just want to make sure that people don't rule GM out. But the probability of finding exactly what they want is probably pretty slim.

It's an example of the best GM can do. The car costs less money to make than the old one. It's faster, handles better, has far better quality and is much more user friendly.

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.

It looks increasingly likely to us that GM will effect some kind of a transaction that will separate these two businesses. These two companies will be worth more apart than they are together.

If consumers' desire for large SUVs does not snap back, GM will be launching its new full size SUVs into an unwelcoming market.

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.