The truck numbers are down, but I don't think the market will be worried about that too much given the pipeline of new (truck) products from Ford due very soon. Should the trend for Ford continue, as these new truck products get launched, then the market would be more concerned.

The financial results in '99 were pretty good, but there's a lot of questions about how they can keep the momentum going.

They beat our top line assumptions. We had the strong build rates, but the overall mix, with the low fleet sales, meant the quality of those revenues were underestimated.