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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.

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