Rod Lache Quotes

Found 57 quotes by Rod Lache.
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"It looks like cost savings are trending better than expected and Asia and Latin America are getting close to turning the corner. On the negative side, Europe is having some pretty disappointing profitability."

Rod Lache Topics: America

"If [Firestone parent] Bridgestone has to incur a strike and is unable to meet its commitments to customers, the name would be even more badly damaged, ... Bridgestone at this point basically has to capitulate."

Rod Lache Topics: Commitment

"Dana is struggling to obtain secured bank financing and a bank deal may not materialize. We remain concerned that Dana will be unable to overcome weak demand outlooks."

Rod Lache

"I think it's almost impossible for Ford to distance themselves from the problem, but I think they've done a very good job conveying responsiveness to the U.S. consumer, obviously being more responsive than Firestone has."

Rod Lache

"Customers are unsure of what supplier pricing is, but they are assuming correctly that it is not as good as employee pricing."

Rod Lache

"It's an exaggeration to say they took Neon guts and built a truck over it, but took a lot of things in that platform and modified it."

Rod Lache

"They've eroded a lot of their credibility over the past couple of years. (Now) the bar that they set has been lowered again."

Rod Lache Topics: Credibility

"When you can price much higher that means you can put a lot more content into the vehicles and can reinforce that brand equity by putting out exceptional products."

Rod Lache

"If [Firestone parent] Bridgestone has to incur a strike and is unable to meet its commitments to customers, the name would be even more badly damaged. Bridgestone at this point basically has to capitulate."

Rod Lache Topics: Commitment

"In the long run it may gain greater market share, greater scale, ... But it'd raise a lot of near-term concerns."

Rod Lache Topics: Gain

"The problem with a lot of cars introduced is achieving differentiation. Most new vehicles rather quickly have to have price concessions. This thing is very unique."

Rod Lache

"It doesn't give them the critical mass they need in Japan or any other Asian market. They want to have 25 percent of the Asian market. It's very strongly implied there will be more m&a activity in the market."

Rod Lache

"We believe liquidity pressures, combined with a weak fundamental outlook could compel Dana to pursue debtor in possession financing and a Chapter 11 reorganization. Given restrictions on secured borrowing and pressure from its suppliers, Dana may not be successful in obtaining sufficient out of bankruptcy secured bank financing."

Rod Lache Topics: Believe

"We continue to be disappointed by the limited cash savings targeted by current restructuring efforts. Our concerns go beyond the ongoing market share erosion, uncertainty over the GMAC sale, and uncertainty over (parts supplier) Delphi."

Rod Lache

"It seems like perceptions in Detroit have changed quite a bit, and people are nervous about GMs future, ... This health care deal doesnt solve GMs problems, but its a very good step."

Rod Lache Topics: Health Care Perceptions

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