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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Roads End who wrote (7516)	2/9/2004 11:03:13 PM
From: mishedlo	Read Replies (1) \| Respond to of 110194

These no doubt have higher margins built in to the zero interest allure. How do they have higher margins if input prices and steel etc etc are rising rapidly and prices are not? M

To: Roads End who wrote (7516)	2/10/2004 9:52:23 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 110194

GM will die when housing falters at same time, auto sales will go into decline and GM will default on its debt their bonds are $170 billion, 5x its mktcap the puney profit they make on car units will fade quickly steel, plastic, glass, tires, all are rising but not the internal electronics with new model year, a slight bump in AVERAGE UNIT PRICE results in slighly higher prices and margins then, all year long, they erode / jim