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Subject:  Re: Ford/GM Value? Date:  12/9/2006  7:35 PM
Author:  mishedlo Number:  5715 of 7023

Ford on the other hand appears to have no plan, has largely shanked almost every single product launch they have had over the last five years and has an uninspiring car line - which is a shame because the Ford Fusion trio is not a terrible car. Ford has put their factories up as collateral as part of their bailout plan!

Milligram ....
Can it possibly be that we are reaching consensus?
Good god I hope so because I really do want to bury the hatchet.

That said....
It is "let's wait and see" for GM
but Ford is looking more and more hopeless all the time.

Arb players can (in equal $ amounts) buy GM and short F as a hedge assuming F is in worse shape. I am NOT recommending that trade I am pointing it out. It COULD be a stunning success.

Still, I firmly believe that GM will have its hands full (and then some) in the recession that WILL hit in 2007. IMO I think GDP is overstated an we are really there right now. Yes, I still thing GM is in deep serious trouble but I want a chance to review the annual numbers first.

I also wish Jedi the best of luck during the downturn when this all happens.


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