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Technology Stocks : American Automobile Industry: Can it survive? -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (96)	11/30/2006 10:26:23 AM
From: robert b furman	Read Replies (1) \| Respond to of 431

Hi Sam, Vlnc I like and have followed the Chief on. Ford is not a play for me - don't think I'd even buy a franchise if I could get it at book value. Mullally must break the union or reduce it. Ford doesn't have the Asian footprint for long term deflation in product. An interesting fact about TM success is 25% of their products sold in the US are NOT made in the US. Thus the margin and relentless market share gain. Full size trucks and North American unique niche products (Camry)mostly made in USA. The rest imported and profitable. This is the future and I don't think has the money to make the shift. Bob