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Non-Tech : FORD (NYSE:F)

F 13.13

+2.6%

Nov 5 3:59 PM EST

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To: Don Green who wrote (691)	2/15/2007 4:23:17 PM
From: Arthur Tang	Read Replies (2) of 1065

I am afraid you might say that. But Toyota has a poor business plan. Investing into infrastructure before the demand is there. 16 million cars and trucks sold will be a poor automobile year. A good year would be 17.5 million cars and trucks sold. Toyota has been following their strategy of imitating design flavors of GM, Ford and Chrysler to gain market share with many models. Not sufficient to run their southern expansion of plants three shifts yet. Current assembly plants depend on cheap labor, that is why Toyota had to go south, then perhaps Mexico. But the sales of Ford and GM suffered due to self inflicted harm. Not defending their brand recognition good will. And not allowing smaller dealers to have the second franchise. The many larger dealers have pushed the manufacturers around instead. Ernie Boch Jr. also pushes Toyota and Honda around too; selling dirt cheap starting prices. So, basically, I look at the softlanding due to high gasoline price as the automobile problem. Fuel economy will attract customers back if they can buy Taurus, Thunderbird, and Escort? Or even Oldsmobile Rocket 88?

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