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Author: TMFThump Big gold star, 5000 posts Old School Fool Ticker Guide Home Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 18056  
Subject: Re: Trucks Date: 2/1/2013 11:26 AM
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MjH,

I don't know that I'd focus on those GM truck sales just yet. This is the old model, and the incentive spend has really ramped up after the beating they took in November. I'm a little concerned that this is looking like the year that truck sales recover and ramp up, and Ford is going into it with a somewhat dated F-150. This should be interesting to watch unfold. I'm expecting that Ford may chart a little different course here, and ramp up their own incentives to protect market share. I don't like to see the margins take a hit when they've done such a disciplined job of emphasizing profits over market share. It's a delicate balance.

Doug
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