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Stephen

Stephen

14 November 2009

The Opel/GM deal showed the massive overcapacity. Long holidays will be the norm for a while. How can BMW sell into the Micro niche markets with totally separate cars. Witness the Nissan cashcai or CR-V success. Trade down from a bigger premium SUV 4x4 to something that looks like a 4x4. Witness the almost total switchover to Diesel in Business car land (even the Cheyenne can come with one). Fancy new Dealership premises+low premium car sales+greater second-hand sales+lower service costs to compete with non-official garages+minimal bank lending and personal debt "restructuring" and home country job saving incentives to avoid massive layoffs= major factory consolidation. Goodbye Lancia/Saab/Citroen/Smartcar/Seat?

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