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Doing The Right Thing Gets You A “Competitive Disadvantage”

Why the bailout will kill good business

Ford separated itself from the other two major American carmakers by refusing to take part in the federal bailout of the industry from the White House and Congress.  Instead, they hoped to build a stronger customer base by standing on their own two feet and providing better product.  Has it worked?  Yes and no.  While Ford has increased market share and built sales, the government bailout will wind up subsidizing their competitors and damaging their business

Ford did more than just offer credit.  They have improved their product, introduced cutting-edge technology, and built the kind of efficient vehicles the incoming Obama administration wants.  The pricing is still not as competitive as it needs to get against Toyota and Honda, but Ford has moved in all the right directions — and they have built buzz in the car industry which they hope to convert to better sales.

And after doing all of that, the government plans to restore the credit of the two companies who have not succeeded in improving their product or their sales.  This is what is wrong with government bailouts of private enterprise at their core.  They subsidize failure and penalize success.  The government will wind up distorting this market just as surely as they did the housing and lending markets, pushing Ford to the side as GM and Chrysler get a head start on their domestic competition.

Instead of picking winners and losers, and of burdening manufacturers and other markets with social-political engineering like CAFE standards, Congress should butt out and let private enterprise fend for itself.  Only when the Congress ex machina ceases to exist will the stakeholders in the auto industry — management, labor, and suppliers — start negotiating in earnest to rescue their own pocketbooks.  Now, though, that healthy process ends up being a “competitive disadvantage” to subsidized competition.



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