Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: mishedlo who wrote (28642)	4/27/2005 2:37:39 PM
From: TH	Read Replies (3) of 116555

mish, Discussed this yesterday with some friends in the industry. Maybe Toyota wants to protect their bottom line and recognizes the cost increase pressure building in the supply pipeline. A thin effort at collusion maybe. And to the Toyota way of thinking (and Honda) any increase by the US automakers that is matched by the Japanese will still be "advantage Japanese". Did everyone see the story on Lear last weekend? I can dig it up if it was missed. Bottom line pain at one of the big dogs. More to come. One last note. A woman I know who works as a consultant to the auto industry posed a question of sorts at lunch last week. She asked, "how do I survive in Detroit over the next ten years?". One year ago she was convinced that things were great, and more growth was to come. Now, after helping move lots of business to China, she has reversed her position. Her latest project was a requote package to move production to China. She basically is working herself out of a job, and she is aware of this. GT TH P.S. Nice blog entry last week.

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