David Healy North Quotations

With their sharp decline in market share, they have frankly got too much capacity, too many plants, too many people to be profitable in North America.

You have to admire them. Even with $4,000 in incentives, they're still making money...You compare that with how GM and Ford are doing in North America, and you have to give them a medal.

Everything was great in North America. But they were struggling elsewhere. I think that they're running into a lot of competition in pricing and product.

They must have recognized the difficulty of growing internationally without a partner, and that having an international presence outside of North America was a lot more than they had acknowledged

It's a major step forward but it's certainly no where near all what they have to accomplish to turn North America around.

They were pretty much as expected in North America. Where they made gains was in better operating margins in Europe. Given that the market-share numbers in Europe are available and pretty unimpressive, it must be on the cost side.

They were pretty much as expected in North America, ... Where they made gains was in better operating margins in Europe. Given that the market-share numbers in Europe are available and pretty unimpressive, it must be on the cost side.

They've got some interesting new stuff coming out. They're going to continue to do better than GM and Ford in North America, but I think there'll be a squeeze on their earnings.

I think all of us on Wall Street were misled not only by the company's first quarter guidance, but also by fact back in the fourth quarter, their North American margins were disappointing and terrible. I think there's real strength here, but a lot of good things were concentrated in the first quarter.

I don't think Wall Street had fully realized the dependence of GM's and Ford's North American earnings on a few light-truck models. That was the nasty surprise that drove their shares down.

The changes seem to reflect Bill Ford's impatience with the turnaround in North America,