We have not yet seen any supply disruptions, but it remains a key risk, ... That risk will only increase as we get closer to a date where Delphi, if unable to achieve a contract with a UAW, needs to impose a contract.
More Quotes from Mark Oline:
Recent incentive programs have established lower market pricing that makes GM increasingly vulnerable to volume declines which could occur as a result of a decline in economic conditions or simply a sustained falloff following recent industry sales spikes,Mark Oline
We remain comfortable that the company will show solid progress in the sale through the end of the first quarter. We expect that a final agreement will take some time, but we want to see continued solid progress.
Mark Oline
It also reinforces the fact that GM will have to make even more significant cuts in their own cost structure going forward.
Mark Oline
GM's opportunity for shrinking its cost structure appears to be narrowing.
Mark Oline
They showed some solid revenue growth, which was expected given their new business wins.
Mark Oline
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