Ford (the F-series truck & other types) take up about 80-90% of business on the tube lines (axle housing component lines). That is about half of the plant's business overall. They are definitely feeling the reduction in sales. Dana's bankruptcy hasn't really affected thier business as of yet, but it may in the future.
Ridiculous - the message from Dana is an indicator for the automotive markets in general, particular in the heavy truck axels that Sypris bought. If you have ever been to a Sypris factory, especially in Kentucky, you would see massive delapidation - old broken equipment, holes in the walls that a forklift can drive through, 50 years of crud so deep on the floor that you can't even tell that the facility ever had a concrete floor. Get out of the clouds and get out of Sypris while you can.