Rod Lache Quotes

Found 57 quotes by Rod Lache .
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"While we acknowledge the potential for improvement from GM's new trucks, it strikes us as completely unrealistic to believe that GM's new product pipeline will be sufficient to do anything more than temporarily mitigate the pace of losses." — Rod Lache
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Improvement   

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"It seems like perceptions in Detroit have changed quite a bit, and people are nervous about GM’s future, ... This health care deal doesn’t solve GM’s problems, but it’s a very good step." — Rod Lache
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Future   

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"If we exclude the $2 billion in proceeds from asset sales, it appears that GM burned through approximately $1.2 billion in cash in the quarter." — Rod Lache
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Sales   

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"We acknowledge the risk that incentives may move higher. This risk is particularly acute considering the potential for a softening of auto sales, and considering all the capacity coming on line between 2000 and 2003." — Rod Lache
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Potential   

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"The primary reason for our change of thinking is that there may be a legitimate argument that GM and the UAW would be better off if Delphi files." — Rod Lache
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"Ford's North American operating business model continues to deteriorate." — Rod Lache
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Business   

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"It's undervalued. There's a hidden asset, and GM's realizing some of that value for shareholders. They're going to use some of this stock to buy back some GM," — Rod Lache
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Value   

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"My feeling is that it (the Firestone brand) is irreparably damaged. I don't see how or why they would try to support the brand when they have a better brand (Bridgestone) that is unscathed by this news." — Rod Lache
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"They've been telling us explicitly that they haven't decided on what their small car strategy is going to be, ... But they said their discussions with Fiat have not been on the basis of a merger, and that PSA is still their preferred partner." — Rod Lache
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"We believe that Dana is struggling to obtain secured bank financing and a bank deal may not materialize, or if it does, it may be too small to allow Dana to weather company specific and industry head winds." — Rod Lache
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"The Firestone name is horribly damaged and it's definitely not clear they can survive the damage." — Rod Lache
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"Our key takeaway from Toyota and Nissan presentations is that there may be more risk to our GM and Ford market share assumptions than previously thought." — Rod Lache
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Risk   

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"The primary reason for our change of thinking is that there may be a legitimate argument that GM and the UAW would be better off if Delphi files," — Rod Lache
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"On the negative side, however, the market appears to have become too optimistic about the potential for a GMAC sale." — Rod Lache
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Potential   

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"The full benefit of the 18 million vehicle sales pace a year ago was never really achieved because of severe negative pricing over last couple of years. What's going to happen as auto demand decline you're not going to see pricing go up, you'll see pricing go down more." — Rod Lache
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Sales   

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"it's not a stock moving event." — Rod Lache
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"[No matter what it looks like, reaching a deal] will involve some cost to GM, ... But on the positive side, we believe that GM will likely avoid a potentially devastating shutdown of its North American operations." — Rod Lache
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"I think that Wagoner was essentially running GM for the past year at the very least, ... He was certainly the operating guy, and Smith was the strategic guy." — Rod Lache
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Past   

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"Ford's North American operating business model continues to deteriorate," — Rod Lache
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Business   

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"Korea is the sixth largest car market in the world, and companies need the distribution network that Daewoo has. It also is a good platform with its low cost small car to move into China. It might not be the hottest one at the dance, but it's the only single one." — Rod Lache
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"Investors will have fresh questions about the feasibility of the company's $1 billion material cost savings goal in 2006. This is clearly a bad situation, but maybe not as bad as it originally appears." — Rod Lache
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