I may have answered the wrong question. You can get the breakdown of Ford
and GM profits re financial vs manufaturing operations from their annula
reports, but I don't trust the numbers for the reason that Doug hints at.
For example, GM's financila arm has done incredibly well even during this
period of massive financial rebates; the reason is that GM's manufacturing
arm absorbs the cost of these rebates in its own accounts, and the financial
arm doe not refelct this.

-----Original Message-----
From: PEN-L list [mailto:[EMAIL PROTECTED] On Behalf Of Doug Henwood
Sent: April 11, 2005 6:33 PM
To: [email protected]
Subject: Re: [PEN-L] data question

Michael Perelman wrote:

>This data goes further, showing how manufacturing companies are also
>morphining into fiancial agents.  The Ford/GM case is now well known,
>but it is becoming more common.

According to the latest BEA profits release, the expert on call is:

>Greg Key:               (202)  606-9727   (Profits)

I've never seen the BEA make any such distinction, but they may have some
obscure or unpublished data that does.

When I last looked at Ford & GM, almost all their financing activities were
related to the purchase of the vehicles they manufactured.

Doug

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