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Strategies & Market Trends : MARKET INDEX TECHNICAL ANALYSIS - MITA -- Ignore unavailable to you. Want to Upgrade?


To: PAUL ROBERTSON who wrote (14929)10/31/2002 9:39:35 PM
From: robert b furman  Respond to of 19219
 
Hi Paul,

Really only two players out there with the resources - one can't play due to Antitrust - and it is a bad fit.That would be GM.

When I was 19, I started working for GM - during that time period, everyone feared that GM would be forced to sell off Chevrolet, thusly all the GMPD,GMAD,GMAC divisions.They organized such that a divestiture would be structurally impossible.

Secondly all the products would overlap.

The perfect fit is Toyota.They have the money and they have the small cars and trucks - they don't have the big cars or trucks.In addition you could offer Volvo ,Jaguar and Lexus - the biggest Luxury global combination ever - very powerful!!

It would be a wonderful combination and it would scare the dickens out of me.

I just drove up to Shreveport to buy used vehicles.It is unbelievable how loaded up Ford dealers are with product.

I need vehicles so bad we're calling to buy from other dealers.Surprising end of month fleet business from companies, has boosted October sales over September sales by 20% plus.

My dealership has less than a 45 day supply of vehicles - ABSOLUTELY lower than it ever has been in the past period.

I've played it conservative - thinking a war would glue everyone to the TV and stall sales.I still might have that right - but I didn't expect an increase in business/commercial buying at the end of the year.

If this keeps up - I'll have to repave the lot or it will look like I'm going out of business!! gg

Tough problem to have - Merry Christmas came early !!

Guess I'll just have to take all of December off and go deer hunting and fishing.<VBG>

Bob