I'm not that surprised. Listening to the first-quarter conference call, [Chief Financial Officer] John Devine was agitated about European, South American, and as a whole, international results.

Ford has been able to run essentially unopposed. All through the strike GM's main concern was the new pickup rolling out on time. They're pledging to return to 31 percent of market share. By October, (GM's) sales should be up to more realistic levels.

A lot of people predicted a much sharper falloff. If you look at the numbers, they're not really alarming.

You could argue the Dow Corning litigation has had a significant impact on Dow Chemical.

The choice to elevate a much younger man might signal not so much an impatience with the current pace of development, but a willingness to make more substantive changes.

There are a lot of reasons why (Wall Street) just isn't happy about this restructuring.