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Author: BFatConservative One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 18054  
Subject: Re: August Sales Date: 9/5/2013 8:35 AM
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Ford should be planning a big plant somewhere in the right to work states territories.

I'm thinking Ford has all too many recent memories of gross excess capacity, and the loss of billions of dollars when the pendulum swung hard the other way. I like the disciplined approach that they are currently on: Work every factory to the point of absolute capacity, and then, with great trepidation, plan small, palpable expansions in advantageous states/countries. I don't think all factories are running three shifts yet and it sounds like they are still tweaking. Surely, 10% increase in capacity is all that can be expected, but it surely feels too soon to start building factories and creating all that overhead.

MjH
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