[tgagneguam]

Hmmm, so conversion, the ratio of sales to demand, fell from a peak in September to its present levels well before the strike. While the conversion rate drop is explained as resulting from supply problems from the now striking plant, it sounds like the supply has long since not matched demand. We all knew that, except, perhaps, GM. Why is GM taking almost one year to more closely match the two? People will claim this is good, but I am also eager for any domestic product to torpedo the Asian tripartite. Of course, the strike-we all know why the UAW chose the Fairfax plant to take issue with their contract-hasn't helped the issue, but once it's presumably resolved, it sounds like Fairfax (and Orion) need to better balance the manufacture of their products to meet rather impressive demand for the Malibu. It's gonna be hard to maintain that demand if product remains in short supply (i.e., plenty of people are going to just walk on over to their local Toyota, Nissan or Honda dealership and buy a well-stocked, equally competent Camry, Altima or Accord).