If you look to the figures, they develop a similar pattern. Why? Because, they are facing same challenges. Industrial America is facing a tremendous challenge, in the era of globalisation: to be an active member in the major industry, or not....
We believe the inheritors of Sloan and Henry Ford will make the necessary turnaround. Otherwise, "corporate America" will be devastated in coming years. The Lou Gerstner story will fit like a glove in the American auto industry.
Finally, remember GM market value is only 21 billion and Ford is less than 16 billion.
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