I think it's a little tougher for the Chrysler Group than they're admitting.

I still think it's unlikely, ... I think GM has the liquidity it needs. In addition to the cash, it has $50 billion in untapped borrowing.

I think Chrysler lost a lot of market share, which has not been the case for Mercedes.

They have liquidity and borrowing power, ... I don't think it's necessary or even wise to solve their problems by going Chapter 11, and they don't have to.

It's a footnote, ... I think it's a minor help to Ford's cash position. I suppose anytime you get about a quarter of a billion dollars it's welcome, but it doesn't change the big picture.

I think that the sales drop is temporary. Explorer buyers, or some of the buyers, may be buying Ford's new small Escape SUVs or waiting until the new Explorer itself comes out after the first of the year.