Mr. DeLorenzo is usually pretty accurate, once you get past all the tired self-coined catchphrases and euphemisms he peppers his site with. And he does tend to beat the horses well past death just to say he told you so.
That said, it's subtly obvious he likes Bill Ford, and wants them to succeed... but the other poster here was dead-on in that GM consumes much of his mindshare, and he suffers from the I AM AN ENTUSIAST AND THIS IS HOW IT SHALL BE syndrome.
Nonetheless, it's hard for me not to agree with the general tone of his rant on Ford this week. His concession on the rumored TTV6 situation is spot-on: it might be a good thing in the long run, but doesn't help Ford's image in the near-term.
I think Ford is just stuck in a 50/50 image cycle right now. For every positive thing they do, there's something equally negative, thus giving the appearance they aren't really doing much of anything. Which we all know is not the case, but there's only so much a company can do at once. It's like a game of chess only the other opposing pieces are all moving too and your pawns keep changing their stance. So given limited resources and time, and so much research, and perception and "gut" feelings, what do you do?
You make a calculated risk where you can afford it and an educated guess when you can't.
I trust that Bill is doing the best he can to make the best decisions, if for no other reason than to protect his own inheritance... which is really a good reason if you think about it. 'Cuz if he goes down, it's over. So it's in his interest to succeed, and that would benefit everyone.
They did this before in the 80's. I wonder if they can do it again.