FW: failure notice

["Stegmann, Steve" <Steve.Stegmann@domain.elided>]

> John G.
> 
> Good job of open-source intelligence gathering.  
> 
> What you say makes a lot of sense.  I would take issue with only one
> point.
> There really is only one competitor in the market youve staked out.  Ford,
> with the Super Duty line.  I don't know if you've looked at them but they
> are really very different than the 150-250 standard duty.  The cabs are 5
> inches wider.  The surprising thing to me is the price.  The SD-250 costs
> about the same as the F-150, until you add the powerstroke.  Look under
> one
> and you will immediately see the difference.  These will never sell in the
> "mommy-to-market" class.
> 
> I can easily imagine Navistar doing this.  There is a huge market, or
> potential market out there or Ford wouldn't have spent the bucks to bring
> out this new medium duty line and bring it down to the 250/350 level.
> They
> got rid of their heavy trucks as you know.  
> 
> You're right something is up.  I wonder if Chevy/Dodge will go after this
> heavier market.
> 
> Steve
>