The key to F's revitalization is found in its CEO Alan Mulally. He's an extremely talented and competent executive unlike those we have seen at GM and Chrysler. Bill Ford was prescient in stepping down and putting Mulally at the helm. F will survive the current macroeconomic malaise and, in time, the company will thrive. And Mulally will be the one who will have steered it into profitability.
you sound like you are someone who knows what they are talking about ;-)
The truth of the matter is you are dead on. I've said it before, this a question of time. Does F have enough cash reserves to make it through the next several quarters. I believe the company does. Furthermore, I believe that we will soon see upticks in industry sales volumes (not year over year) but month over month. The next several weeks for Chrysler and GM will be painful - do they get help or not, do people buy their product or move on to a transplant or Ford product, does the UAW and bondholders all of a sudden come to the plate?
Meanwhile, FMC continues to invest in its core products, retool its plants, focus mktg spend on transforming consideration into intent to purchase. People don't realize just how much all this helps to distance this oem from the nearly dead back of the pack..
Disclosure - very long, way overweighted, but highly confident that the fundamentals are in place for a very fast start once the market ticks up.