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

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To: Tommaso who wrote (31476)	6/5/2005 10:19:21 PM
From: mishedlo	Read Replies (2) of 116555

From Steve on the FOOL on Ford I stopped by the Ford dealer in Farmington Hills today. I could hardly find any cars among the row upon row of SUVs and pickups. Returning home, I checked the dealer's web site for model counts in stock: Their stock includes: (1) Crown Vic (2) Tauruses (22) 500s (12) Focuses (5) Mustangs Pickups: (74) F150s (considering the volume of F150s sold this probably isn't as overloaded as it appears) (3) Rangers SUVs: (2) Excursions (6) Expeditions (88) Explorers and Sport Tracs (85) Escapes (32) Freestyles Given the relative sales volumes Ford Motor is reporting for their various models, it would appear that Ford has stuffed the channel to bursting with Explorers and Escapes. At what point will the dealers refuse to take any more? Steve

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