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Bob Rosadini

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Everything posted by Bob Rosadini

  1. I'm very familiar with that web site. So you are saying that it is ok for one Ford web site to be inconsistent with another?? And more importantly, if I found this Ford site while logging on to vote my shares- if I were another Ford shareholder that was considering buying more shares and wanted a better understanding of the product mix, this failure to carry class 5, 6, and 7 trucks would be acceptable????🤔
  2. Thx, never knew the original agreement had such a term limit. Ford should benefit from this but I would bet they will be indifferent to this opportunity. In voting my Ford shares yesterday I ended up on a Ford site that listed products. I clicked on trucks and guess what, no class 5, 6, or 7 trucks listed! Handwriting on the wall?? On another note, I took the time to read the bio for each director. Aside from the four family members and Farley, the rest of the proposed directors appeared to me to be HR, financial, or PR types with no what I would call "heavy manufacturing" experience, with one exception, that being Mr. May, Deeres CEO. Hopefully Bill Ford's commercial truck experience in his bio will bring some perspective, to say nothing of fact he is Chairman.
  3. Maybe a two billion lesson that can happen again when manufacturers think they can skirt regulatory issues?? PITA that regulation can be Also gives me another soap box to talk about gasoline in class 6 and 7😎
  4. And gasoline also has a place in class 6 and 7 trucks where the vehicle is a support to the primary business. In other words the utilization is such that it is NOT high mileage and fuel consumption is not is key factor--in particular where the lesser cost of the gasoline option also makes sense. Unfortunately the the product planners at Ford continue to ignore this factor.
  5. 7m I think your last sentence would be more accurate if you delete..."a lower cost cost". True statement..it IS another gasoline conventional in class 6 and 7. As to "lower cost", I find that hard to believe.
  6. Understood....and I would always defend Ford on that point. But who is ALWAYS getting the headlines?? And in defending the software issues I get the point, but while some may be fixed remotely, some are a nuisance factor. I'm going through that now...constant "System shutting down to conserve battery" Took it to dealer a few months ago and they said "battery fine"-I still had about 10 months on my 36 month warranty. Now I see there is a recall for batteries!
  7. You have to be kidding. You are right, completely different, but to the "Fix or repair daily" crowd it is the same. For a Ford guy it is tough to listen to the Toyota ads.."The best new vehicles make the best used vehicle".
  8. Well so much for Ford's BS about under hood heat preventing them from installing air brakes on 650/750 when equipped with a 7.3. Blue Bird has done a good job giving a driver good forward visibility with that steeply slanted hood. Amazing they figured out how to control heat associated with a compressor and Ford can't figure it out with a hood that has to provide considerably more frontal area and I would assume a large under hood cavity than the Blue Bird.
  9. Dug into my car invoice file and found window sticker for my wife's 84 EB Bronco II. Base price $11,741, total $15,354. The EB package was $3400 including FREE air conditioning😎.2.9V6 and five speed. AND I still have an EB suit bag and travel bag that came with it.
  10. OK, Last point I will make-0h yes happy BD AK-Hope you are still going when you are 82😎 I have never said a word about class 8, that ship sailed 28 years ago. And I am NOT talking about fleets that have a "fleet Manager". I'm talking about the thousands of small business owners who have a small number of trucks ..typically in classes 1-7 that are a necessity to support their business...trucks are a tool, not the breadwinner in their business. And some of these guys are diehards when it comes to what they buy while others buy what is available. And yes, I'm guilty. If Ford Pro is supposed to appeal to "Business" I just suggest they should portray Ford as a company that sells other vehicles besides pick ups and Transits. As I've said the New England dealer group has been running their ads that feature the full product slate. Must be a reason right?
  11. Well again, my contention is most class 7 and lower sales are to the people you describe-small business trade people/contractors. Do the Verizons, Comcasts, (7M3's employer) of the world place large orders for class 4/5 trucks? Yes but I'm talking about the thousands of businesses in this country that buy these lower classes in support of their business. I have to say, the only large fleet orders I see for class 6 and 7 Fords are UPS and Enterprise Rentals.
  12. They must..why would Ford Pro advertise Transits?? Why does a regional Ford dealer group run TV ads featuring a full line up?
  13. AK, I wish I could agree with you but every ad I ever see..guess what, I see Transits and MAYBE a 150. As a stockholder of significance, I would be overjoyed to see a 450/550 in a plug for Ford Pro set up with a boom wrecker, roll back whatever...to say nothing of a 750 utility truck with a Pole Cat....but I don't. I would really like to see the Ford Pro sales stats by vehicle. Which by the way a question. Does anyone know if a dealer who is NOT a Ford Pro sell say, a 450 chassis, is that included in Ford Pro numbers?? I've mentioned this before but the Ford Dealers of New England organization frequently runs ads that feature a variety of commercial vehicles..including of all things a 650/750 dump pulling a tag trailer with a backhoe on it. Seems to me these guys recognize why they spent money to build new service bays with 14' OH clearance.
  14. Which leads to the question....Does Ford look ahead with a well thought out plan or jump to conclusions and or respond to the loudest voice that gets the attention of the guy at the top. 🤔 Like Ford Pro...All kinds of praise and its appeal to the "commercial" market while the only thing we see is Transits and software sales. Think the plumber/ electrician/ building contractor with 3 or 4 trucks takes the time to look at that info?
  15. Agree for sure. If affordability is the key, all of those optional features can only be had I would imagine at significant cost. I would think they are working at scavenging a lot of components out of the "parts bin" to come up with a rock bottom utility vehicle that still remains compliant with all of the Federal mandates.
  16. Regarding the Culture question, maybe what is needed is a return to Mulally's weekly sessions in which all the responsible parties were held to an update on on goals/objectives that were discussed in prior week. Pretty tough to stab someone in back when they are in same room as you🤔 This reminds that I believe a Ford lifer had posted that a career assignment to commercial trucks was the kiss of death from a career perspective. But now we are in the age of Ford Pro being the new winning entity. I was in Fast Lane yesterday for an oil change and I stopped into the commercial guys cube. He said his biggest problem is it still takes 6 mos to get a 650/750 built. This dealership is one of those rare family businesses with 4 locations that seems like thy want to keep the family working. I mentioned to him that one of his competitors that is a mega corporate dealership with many multi flag organizations had just completed a large stand alone shop with 14' overhead doors and they are advertising ..."bring your 650/750's in for service". I said what are they going to do when those 14' doors are no longer needed to service a Transit? Again, no answer. This guy is good and they stole him from another commercial dealer but I get the feeling he gets no communication from Ford on the status of the future.
  17. Like I said -clueless...And speaking of badging, look at the badges on Ram and GM pick ups.. they say..."Look at me"! Ford, my 22 F-150 STX had some chrome and a touch of red paint on the fender vent-not bad. My 23? Black plastic! My youngest son has a loaded V-6 Bronco...Badge? a "Paper/plastic patch. My oldest son, a 24or25? Tremor 150 with all kinds of badging-and I don't think it was that much more than the loaded Bronco.
  18. Makes no sense?? 7M that just shows how clueless they are-or they either truly intend to exit 6 and 7 when the next UAW contract comes due (when is that?) or they may have a totally new product that shares components with E-series and full range of class 4 to 7. and they are not willing to spend any funds on keeping the steel cab going in short term. As for failure for Ca dealers to stock 7.3 650/750 I can't believe the pricing on the 7.3 version of those conventionals is not a huge attraction. The lack of air brakes I'm sure is a factor but here in New England but there are plenty of 650/750 gas trucks on road and in dealer lots and a hire percentage of them are set up with dump bodies- and with light plugs and pintle hooks As for the Cummins Octane, is the cost savings vs diesel insignificant??
  19. Agree, but I would guess the crapshoot is based on trying to guess what the Feds are going to dictate??🤔
  20. Seems to me, if they are not doing an electric, and if objective is to build a cost leader, what is the point of adding another ICE truck. I'm all for ICE but from a market objective, what is the point? What market does the present slate NOT address? I'm thinking, who needs a bare bones single cab truck? Parts houses? Advance Auto, Auto Zone, and a big regional parts house next to my town each have 2 or 3 parts "runners". Canyons, Transit Connects etc. Why not offer a rear seat delete option on Maverick? Done deal. Appears to me idea of another truck is a knee jerk reaction to utilize another plant that is perhaps too far along to cancel or just delay.
  21. I do believe he did. And in retirement he has been getting all kinds of wild numbers out of it. If you google him on You Tube there is a lot of info on him
  22. When you follow this, again the language doesn't always track with the graphics....why can't these guys just tell the story without all the misleading images..all kinds of OHC shots, even a picture of an inline engine🤔 And what I come away with, a 7.0 pushrod? When they have a clean sheet of paper 7.3/6.8? For sure if the 7.0 is a reality it must have significant benefits over the Godzilla which I still think of as a new engine. And the story is supported about significant design improvements focused on durability over any of the current offerings to say nothing of power gains including more low end grunt- so again justification for what might mean a replacement for the 6.8/7.3 This then leads to the discussion of the benefits over current diesel technology, and the discussion shifts to where could it be used...and we hear.." on Super Duty 250, 350, 450." No mention of 550-750🤔 IMO so much for this guys credibility? Or all of his claims about the 7.0's design improvements and HP and Torque figures that match/surpass Godzilla-what is the point??. What did I miss?
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