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Author: TMFBreakerRob Big gold star, 5000 posts Old School Fool Home Fool Supernova Phoenix 1
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Subject: Re: Ford Sales +6% Date: 4/2/2013 7:56 PM
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I've read a few more articles since writing that post and have a few added interesting tidbits:

* Ford is being quiet about it, but the Company can't build that many Fusions in a month. And even fewer since they are also building MKZs. They "say" that inventory levels won't reach "critical" levels, but if sales maintain that pace, it'll be a problem. I expect Ford to increase Fusion allocations to key "conquest" markets. So, I'd expect the coasts to get more Fusions (especially California) and shortages to develop in the heartland until the new Fusion capacity comes online. So far, I haven't seen any firm indicator as to when that will happen.
http://wardsauto.com/auto-makers/ford-march-sales-9-capacity...

* GM's new trucks haven't yet hit the streets, but they're already advertising better fuel economy than Ford. Should be a real battle in the time window until Ford's new truck is available. First salvo from Ford: $1000 incentive on EcoBoost for F-series.

* MKZ article: http://www.detroitnews.com/article/20130402/AUTO0102/3040203...
I went to the Lincoln site and priced out an MKZ, fairly loaded.... at about $45k. I'd be hard pressed to decide on an MKZ when I could buy a pretty nice A4 for that price.... and know that the residuals would most likely be superior.

Overall, good times for Ford.... although they'll have to fight it out with trucks. And, keep in mind that the good times are in North America only. Ford is not even a break-even proposition in the rest of the world.

Rob
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