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Fewer SUVs = Fewer sales

I know a lot of you are for fewer SUVs, reduced emissions, and so on. As a conservationist, I more or less agree with that take. What's more, it's clearly an advantage to aggressive foreign governments when the American populace is so dependent on foreign oil. That said, having a family or small business in America is next to impossible without an SUV / minivan. On balance, they bring a lot more value than they take away.

A few years ago, Ford management made a concerted effort to focus on low-emission vehicles and fuel cells. These are two gee whiz technologies that simply have no market. The only thing buying a hybrid car gives you is moral superiority, because it's clear that there's no marked energy-use benefit.

Now, Ford is paying for this decision.

Ford Motor Co. said Thursday that it lost $123 million in the second quarter due to slumping sales and the cost of shedding personnel.

Shrinking sales, downsizing. It's pretty clear that this is going on across all US automakers to a large extent, and a lot of the blame should fall on the unions, health care, etc. But Ford has made a gamble based on junk science and feel-good economic analysis.

The company said it had a pretax loss of $797 million in North America, an improvement over last year's $907 million loss in the second quarter. It said the cost reductions were offset by the market's shift away from trucks to lower-margin cars, higher sales incentives and adverse foreign currency exchange rates.

More incentives and shrinking sales? Think about that - you've got product that no one wants or can justify. Lower-margin cars? So the stuff that no one wants is costing more to make. I'm not trying to make my whole case based on a single poor showing, but I'd say thte evidence is becoming clearer. Instead of bearing up under the tough conditions, their ship is sinking as fast or faster than GM and Chrysler. I don't know - could be a coincidence.

American companies succeed by acting American - bigger, better, laser-like focus on Americans.
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