In a nutshell: No, I don’t think it’s enough.

Is this another blow to management? I would say yes. But you can’t say management was on very steady ground in the eyes of investors.

The consensus number in this case is very hard to use as a barometer. The estimates were all over the place.

The supply chain is so weak right now that it can’t go on this way. That relationship needs to change, but it might be too late.

There’s a lot of manufacturing capacity in other parts of the globe, and it’s significantly less expensive than it is here. The [auto makers’] message is we’re OK everywhere else, but we need to restructure...