Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: MulhollandDrive who wrote (177770)	1/18/2009 4:56:23 PM
From: TH	Read Replies (3) \| Respond to of 306849

MD, I do forecasts every 30 days, and I thought my December forecast was conservative at 10.5 million units. Now I have learned that JCI is forecasting 9.2-9.7 million units. Either range is death for the US OEM and the suppliers. I expect many suppliers to be gone by the end of the year, with a big wave starting in the next two months. It is going to be ugly. But hey, large truck sales are picking up again, cause gas is 2 clownbucks. Bet that trend does not continue (and mean both gas/oil down and large truck sales up). GT TH