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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (59306)	1/24/2005 3:01:09 AM
From: elmatador	Respond to of 74559

Hi Ramsey, Mutually inclusive: They will suffer dearly due to pension obligations. Which happens to be the word 'du jour'. Automakers will be investing in the developing world moving from grey areas. Those investments may mean cutting capacity (vide GM in Germany). Cutting down capacity means write-offs, immediatelly, but oil consumption dropping doesn't automatically follow. When capacity is cut peolple will hang on to the cars they own rather than replace them with new ones.