Jobu37

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    • Thu Nov 6th 18:27 PM
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      Commented on:
      Ford Celebrates, GM Scratches Its Head
      You will get your wish in about a year and a half. The Fusion will be moved to the same platform as the globally praised Mondeo.


      On Nov 04 09:44 AM Maximus wrote:

      > If Ford sold it's European Mondeo in the U.S. I wouldn't hesitate
      > to buy it. It is much more appealing that any other car in their
      > U.S. showrooms.
      View article »
    • Fri Oct 3rd 11:09 AM
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      Commented on:
      September Auto Sales: Why Was Ford Hit So Hard?
      The fact that Ford has not jumped into the incentive battle with GM and Chrysler for the past two months is the real reason that they performed in a more negative manner. Plus, while Ford reduced fleet sales by 29% in September, GM increased fleet sales by 19%. The only vehicle that GM has that has appeared to to actually have "true" demand was the new Malibu. But then it comes out that 54% of all Malibus sold in September were fleet sales. This does not bode well for GM. It is the same old story with GM. The GM ego is doing what they can to make sure that 2008 is not the year that they lose the title of largest automaker in the world. Unfortunately, they are making moves in the short term that are going to hurt them down the road. By this I am referring to the harm on the residuals of the Malibu that will be the result of fleet dumping your "hottest" vehicle.

      You have to admire Mulally at Ford. His goal before the bottom fell out of the market was to reduce fleet sales and fire sale discounts in order to improve the residuals of the Ford lineup along with higher margins that come with this approach. And even now Ford has not matched GM, Chrysler, and now even Nissan in giving the product away. Ford has the F150 coming out in a month and nicely updated Fusions, Milans, and MKZs in December that will help Ford increase prices and sales at the same time. Focus prodcution has been able to finally catch up due to the slow Sept. sales so the pipeline will start being able to feed demand if there is any semblance of a return to stability for the rest of the year. Ford is doing the right thing no matter how painful it is now. As I write this, Toyota just announced 0% financing on all their major models. Now let's see if Ford can still hold the line in October. Ford may have no choice but to react to Toyota's new firesale since they are quickly becoming Ford's real competition.
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    • Fri Sep 5th 16:05 PM
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      Was July the Bottom for Auto Sales?
      I agree with Mr. Jimmy. However, on what basis does one view GM as a hold when compared to Ford's sell. You have to understand that probably 80% of GM's sales in August were at breakeven at best. Out of the Big 3 only Ford is demonstrating discipline in trying to limit rebates to reasonable levels.
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    • Tue Sep 2nd 11:43 AM
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      Spansion: Trouble on the Balance Sheet
      It is my understanding that their mirrorbit technology is much more efficient than the floating gate technology that all of it's competitors use. And since their new plant will start producing chips at much smaller nanometers they appear set to increase margins beginning in the next quarter or so. The fact that IBM sees positive attributes in this company certainly implies that SPSN has a strong future. One would think that IBM knows more about the technical side of this company than any of us. RockJohny, you have a good theory on the eco-ram tie up with IBM. I was thinking that eco-ram was further down the road but if I recall correctly it was contingent on getting production down to 45 nanometers and it appears with the new plant in production that SPSN may be further along than even I had anticipated.
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    • Thu Jul 31st 13:40 PM
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      Spansion: Trouble on the Balance Sheet
      Spansion has potentially hit bottom in regards to overall cashflow due to the afore mentioned new plant builit in Japan. And as the author mentioned they have consistently been cash flow positive operationally throughout this downturn. The new plant along with less pricing pressure in the market due to the consolidation of Intel's NOR business with another competitor will lead to the higher margins.
      Besides at these prices this stock is a perfect speculative play due to the fact that they have already provided a roadmap to undercut the entire DRAM industry on price and performance. This is a market they are not currently in and it is many times larger than either the NAND or NOR markets they currently compete in. They have vast upside potential.
      View article »
    • Thu Jul 3rd 14:35 PM
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      Challenge for Ford and GM: To Stay in Business
      Agreed that this guy did his research by reading headlines instead of looking for facts.
      Had he searched for facts he would have known that the only reason that Ford was down on the car side was because they plain ran out of Focus modesl after a record setting May. The Fusion with 4-cyl engines were also in very short supply.

      The plant that builds the Focus will begin benefiting from a third shift in paint and body departments along with the assembly line being sped up to meet demand in coming months.

      Fusion/Milan/MKZ will introduce new engines, trannies, and interiors in December. Car is already selling near capacity on a 4-year old design. Ford is looking at expanding capacity at an underutilized plant to cover the increased demand that the newest car in the mid-size will garner. Hybrid versions of these same cars come out in Jan or Feb. Annual production of these could be sold out as soon as the order process opens up.

      Fiesta is the car that will make the B segment mainstream in the US. It will offer 40+ mpg and have an interior that is desriable and have a sporty suspension. Yaris, Fit, Versa, and Aveo are and will be not match. It hits the Eurpean market in a month or two and then China after that. Watch it zoom to the top of the sales charts to gauge it's future performance in the US in just over a year. This is one reason may experts view Ford as the domestic company that has the best chance of surviving.
      View article »
    • Wed Jul 2nd 10:07 AM
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      Is There Any Hope for the Big Three Auto Makers?
      Ford is the one American company in a position to benefit from the current state of the market. They are just months away from bringing out the Fusion and Milan Hybrid Sedans. Unlike GM's Malibu hybrid which gets a mere 1 mpg better than the gas version, the Ford and Mercury hybrids should surpass even the Camry Hybrid. At the same time that the hybrids are brought to market the entire Fusion/Milan/MKZ lineup will get refreshed engines, interiors and styling updates. Currently Ford is trying to figure out where they are going to be able to find additional production for these models. The demand between hybrid and gas verions could easily go beyond 30K per month which is Camry and Accord-like numbers.

      In just one week you can go down to your Ford dealer and buy a 2009 Escape which is best in class in both horsepower and fuel mileage. They are also best in class in the reduction of interior noise levels. The Escape is already nipping at the tails of the sales leading Honda CRV. These refinements will put the Escape over the top and allow Ford to raise the transaction prices at the same time. Once again the factory that builds these will need to move to max max capacity and Ford is already putting the folks in place to do that.

      In barely a year and a half the Fiesta will arrive and become the sales leader for those truly interested in fuel economy in a classy package. It will be built in Mexico for the U.S. market thus it will be profitable from early on.

      Focus supply adversly affected June sales. In July or August Ford's addition of plant workers at the Wayne plant building the Focus should get supply closer to demand and will result in better numbers.

      Ford held the line on rebates in June and actually had lower rebates compared to the prior year which means they made more money on each unit sold than either GM or Chrysler. About $1,000 more per unit on average. GM went rebate crazy in order to stay ahead of Toyota and Chrysler has no choice considering their lackluster lineup.

      Ford has also already put into motion plans to bring the Euro-Focus, C-max, and Transit van over ASAP. Once these highly regarded European models arrive Ford will be the volume leader on the MPG front.

      These are just a few of the reasons that Kirk Kerkorian may have no trouble at all sleeping at night.
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    • Fri Jun 27th 09:29 AM
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      Commented on:
      Introgen Therapeutics: Advexin's P-Value Borg - Resistance is Futile
      This is the author's first blog. It is obvious that this was strictly an attempt at driving down the stock. Probably just a coincidence but the stock has fallen. This guy probably made out like a bandit. If the findings of this trial are as positive as they seem it is just a matter of time before the stock rebounds.
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    • Thu Jun 26th 10:52 AM
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      The Future of Ford’s Mid Sized Car Business
      The Fusion/Milan/MKZ are some of the oldest models in the mid-size segment and are still selling very well. In December they all get mid-cycle refreshes that include totally new front and rear clips, new interiors, and engine upgrades. Not to mention hybrid offerings based on the 2nd generation hybrid platform that won't have limits as to how many Ford can sale. They will use a battery supplier not controlled by Toyota. The plant that builds these models is running at full-capacity currently. These refreshes are very dramatic and it is becoming obvious that Ford will have to add production at another plant to meet demand. These three cars will build on their already impressive customer base and in 2011-12 when the Mondeo and Fusion platforms merge you may very well see Ford in the mix for the top spot in the mid-size segment. This refresh will help pull even more import buyers back to domestic along with the apparent positive response that the Malibu has received it looks like there may be a four car race for mid-sizd supremacy. You combine the long in the tooth look of the Camry and the cool reception that the new Accord received it appears the gap may close sooner than even my prediction above. Especially if you take into account that both the Fusion and Malibu rank higher than either the Accord or Camry in intial quality.
      View article »