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7Mary3

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Posts posted by 7Mary3

  1. What volume does that leave for Cat and Cummins.? Maybe survival for these two might mean some sort of partnership with someone else????? Just a thought.

     

    PACCAR is also partnering with Cummins in a very big way. Currently, PACCAR has an engine plant under construction where they will build Cummins licensed engines for their own use. Caterpillar is the big question now. Some are saying that Caterpillar may exit the truck engine business altogether. There was a rumor last year that Caterpillar was considering buying either International or Sterling (one way to make sure they have engine customers!).

  2. Essentially, Ford has to figure out what to do about the Blue-Diamond projects (LCF, F-650, F-750), now that the Navistar relationship is unraveling.

     

    Navistar has told Ford that they will terminate 'Blue Diamond' as of September 2009.

     

    Assuming, of course, you can assemble HD on the same line as BOF SUVs. I would imagine that logistically it's similar, if not of very different scale.

     

    It would seem at first glance this would be possible, but it really isn't. GM is currently building their medium/heavy trucks in Flint, MI., at the same plant they produce the larger Silverado/Sierra models. But, the big trucks have to be built on a separate assembly line. Many options and not a lot of opportunity for automation make medium/heavy truck production a different (and labor intensive) ballgame.

  3. So why no Navistar diesels in Ford's Class 6 & 7s?

     

    Ford did offer the 7.3L Powerstroke in the 650 and 750 from 2000 to 2003. The 6.0L Powerstroke was offered from 2004 to 2006. The other International medium duty diesels, the DT-466 and DT-530, are only used in International trucks. I was told some time ago that Ford wanted these engines to be available in the 650 and 750, but International dealers had a problem with that idea, as these engines are highly regarded in the industry.

  4. They do. But my question was whether Navistar made a big I-6 diesel engine for Class 6-8, since Ford equips its Navistar JV trucks with either Cat or Cummins engines.

     

    Navistar uses Cummins and Caterpillar in the International class 8 trucks, but is working on their own proprietary class 8 diesel with MAN of Germany. It should be out shortly.

  5. Point of info, in your search besides cars and pick ups, they were also used in f-600's up to I believe 24,000 GVW. /quote]

     

    VERY few of those, in the late 70's. Didn't work too well, gear ratios were not low enough. Might have only been available behind 300 6 cylinders and 330 FT V-8's.

  6. By the end of this year 2008, GM stock will go single digits, and by the end of the next year 2009; GM will file bankruptcy. GM has been selling all its assets for pittance: First, 51% of GMAC for $14 billion, then its transmission division for $5.6 billion; then it sold its medium duty truck division for $500 million to Navistar; and surely GM has some more assets here and there, but sooner than later, it will run out of assets to sell. GM was the best company in the world in the fifties and sixties when

     

    Charles Wilson once famously remarked:

     

    "We have a saying at General Motors: 'What's good for the United States is good for General Motors, and vice versa.'"

    Lately, though, biggest mistakes that GM made were it installed wrong CEOs.

     

    Well, if you are so sure then you should short GM stock. Of course if it doesn't happen, you would be in a lot of trouble then, wouldn't you?

  7. Actually GM owes $182 billion without GMAC's liabilities, and Ford owes $132.5 Billion without its financing division liabilities. Ford's financing division owes $151 billion. Yes it is true that Ford Mortgaged all its facilities because it obtained secured debt from some investment bankers; however, if Ford were to repay it tomorrow, those liens mortgaging all assets would dissapear. So Ford is not immune if GM filed bankruptcy; hopefully, Uncle Sam can intervene, and help GM out. :reading:

     

    Remember that GM sold 51% of GMAC to Cerberus, so they are only liable for 49% of that debt. Yes, if Ford repayed that secured debt tomorrow it would be off the books, but what would they pay it off with? They would not have borrowed the money if they didn't need it to retain liquidity. GM is still a much larger company than Ford is, so I think Ford's debt problem is more significant than GM's. In any event, I don't see either one declaring bankruptcy in the foreseeable future.

  8. The new Hemi is a pretty good engine. Not an update of the LA 318/360 block, but it does share some dimensions. What I think is funny about this thread is that some here think Chrysler's statement about the Hemi not being the primary engine of Chrysler's future is somehow funny, that it proves Chrysler is lame and weak, ect.. Well, I got news for you. Just as the Hemi is not the engine of Chrysler's future, the Boss won't be the engine of Ford's future either. The Energy Bill will RADICALLY change what most of you will be driving 10 years from now. The Hemi will probably still be around, powering the HD Rams and nothing else. Same goes for the 3V 5.4 Triton and the larger GM LS engines. The Boss? I was really hoping Ford would finally build this one, but I now have to admit it is going to be really tough to make a business case for it at this time.

  9. As far as body-on-frame goes, remember that the Chrysler products, which completely dominated police work from the late 1950's up through 1989, were all unit body cars. The Crown Vic, in my neck of the woods, was 'winner by default'. They didn't hardly sell at all to the local agencies as long as Chevy and Dodge were in the game.

  10. And as for Al Stewart, He recorded a song in the 70s called “The Year of the Cat

     

    Please, not another Caterpillar rumor. Caterpillar has stated many times that they have no interest in building diesels for pickups or other light trucks. They have no suitable engine (the C-7 is too long and heavy, the 'Perkapillars' are not emission compliant). In fact, there's rumors that Caterpillar may leave the heavy truck engine business after 2010. International will soon be offering proprietary MAN diesels, PACCAR is making Cummins standard across the board (and has built a plant to produce Cummins engines themselves), Freightliner has both Mercedes Benz and Detroit Diesels in-house. Caterpillar may find itself with no customers.

  11. You need to realize just what the Energy Bill will require. Not only will truck based SUV's and traditional pickup trucks below 8,500 GVW be pretty much gone from the automotive scene, you can count out RWD cars as well. I don't like the Ridgeline either, but it represents what direction the market will probably go. And, even if the Energy Bill wasn't a factor, $150/barrel oil will be. Think of how many dolled up Super Duty and F-150's are sold to kids who can barely afford to make the payments (a situation often made worse with loads of negative equity from their last vehicle purchase tagged on). Those guys ain't gonna be a buyin' if they can't afford to fuel the thing. Those of us with a few years under our belts probably remember the muscle car thing back in the late 60's. Many of the guys snapping up all the 428 Cobra-Jet Mustangs were later forced into 200 cube 6 cylinder Grabber Mavereks. So, what does this all have to do with 650 and 750 Super Duties? Well, if demand for those King Ranch and Amarillo Super Duties dries up, they will need something to build there, won't they?

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