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To: Galirayo who wrote (125914)	11/9/2005 9:29:23 PM
From: robert b furman	Read Replies (1) \| Respond to of 209892

HI ray, This is perhaps the biggest short sell no brainer out there. Delphi has collapsed and GM hasn't said they'll bail them out. Visteon is said to be saved by Ford and they'll go down way before GM does - based on market share assets and franchises owned in China and S Korea. GM truly has a global footprint - Ford blew their war chest buying Volvo and Jaguar both have yet to make buck and Lexus just relentlessly continues. Over time Visteon is the perfect short that never creates a tax bill and Delphi might just make it as a smaller company. I never think to short ,but this one is a clear opportunity. IMHO Bob