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Payam Zamani

Payam Zamani

Posted March 31, 2009 | 04:58 AM (EST)

GM CEO Wagoner Forced Out... Now What?


Often it's hard to understand the logic behind some of these politically motivated moves.

While I don't fully disagree with the need for a shakeup of the U.S. car makers, I'm not sure if replacing the CEO of GM (who was actually making reasonable progress) with his own hand-picked COO is much of a shakeup. It seems to me that we were building up too much heat regarding the AIG situation, and decided to take our anger out on GM.

Incidentally, I'm interested to know how badly we have now damaged Chrysler's ability to get an equitable deal done with Fiat. Can you imagine entering negotiations with Fiat while they know that your main financial backer has publicly announced that 1) your business no longer is viable, and 2) they will only offer support if you get a deal done with Fiat... Talk about having close to zero leverage.

I, for one, am very concerned that the steps we are taking to shore up the current economic problems are simply too politically motivated, and don't set up the reorganized companies in the best manner to succeed. We hire and fire executives based on public opinion vs. what is truly good for the companies and can drive their ultimate success. We give the executives of these companies the task of fixing monumental problems, but when they earn a contractual bonus we demonize them.

We need to have the courage to make the right decision on its own merits. Find the best people to run these companies, and don't expect them to be public servants. Rather, pay them market rate and more, so they are lured away from their current high-paying jobs at companies that are doing well, even in this tough environment.

The worst thing we can do is invest billions in these troubled businesses but be stingy when it comes to hiring and paying the skilled individuals who are badly needed to wisely invest taxpayer money and turn these organizations around.


Cross-posted at Reply.com

 
 
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12:37 AM on 04/03/2009
There are only a few scenarios in which firing Wagoner makes sense, and they aren't mutually exclusive. I suspect that Granholm suspects that two are true, which would account for her fear. 1) The public wants heads to roll, and the Obama administration, including the "car czar", are tightly connected to Wall Street and are not going to ax their cronies. Rick Wagoner, the lifelong car guy, is not connected, so he's a good target. The public *loves* it, and isn't discerning enough to say, "but you just fired the head coach who was working for $1 and replaced him with his first assistant. How does that change things?". In other words, no substance to the move, but good theater. AND/OR 2) Wagoner is much more interested in the survival of GM than Washington is, and he would not have agreed to bankruptcy. The assistant coach is less experienced, and will play yes-man to Rattner. Rattner is a corporate raider who knows nothing about the auto industry, but he does know how to break up and dissolve a company. If this is the goal, you do not want Wagoner standing in your way. The blogosphere is popping with speculation on who might want GM to go under, and why. It's a fact that there is serious money riding on short bets against GM...some of which would be paid with Wall Street bailout bucks. Go figure.
05:10 AM on 04/01/2009
"I'm not sure if replacing the CEO of GM (who was actually making reasonable progress) "

Under Wagoner's "leadership" GM has lost 80 billion dollars during the last four years. This is progress? He should have been fired years ago, and would have been if GM had a board that actually did it's job.

Is losing 80 billion dollars your idea of making reasonable progress?
06:17 PM on 03/31/2009
I say GM and Chrysler should merge, with Cerebrus getting nothing. In fact Cerebrus should be forced to pay back everything they've already received. Then drop brands, Saturn, Hummer, Pontiac, GMC, Dodge, maybe Buick too. Screw Fiat, that's the last thing we need. Then make GMAC get out of the mortgage business completely, they should only make auto loans and only through their dealers (that way they can finance used cars as well).
05:36 PM on 03/31/2009
I'm confident that the President knows how to run an automotive giant better than some CEO from G.M. He can simply draw on his vast business experience. I'm sure his new puppet will be more than glad to implement any policies the government comes up with. Too bad, I've driven GM cars pretty much exclusively for 40 years. But I think I'll go with a car produced by a non-governmental manufacturer next time.
05:53 PM on 03/31/2009
it is time for all Union workers to walk off their jobs because their contract has been busted and have the Government find comon ground for the contract with GM ,The Government will turn down everything that isn't in their favor. The CAW and the UAW need reunite and close the Government down for a month and find the government for the people by the people
06:23 PM on 03/31/2009
How is the UAW going to close the government down? Care to explain?
06:22 PM on 03/31/2009
If you have been buying crap from GM for forty years, your own business expertise is marginal, at best. So who are you to judge the president? Nobody.

:-)
HUFFPOST SUPER USER
sd4david
05:35 PM on 03/31/2009
Well, the United States' "market rates" for CEO's in way higher than the global market rates.

IF a CEO could turn an auto maker around, he would be able to command a premium in future jobs. I have no problem paying a PERFORMING CEO $1 million a year. If they can't manage to live on that, they really can't manage a business.

And I have less of a problem with higher pay IF a CEO has a substantial portion of his families net wealth invested in said company, and NOT be options related. There needs to be a price for failure, if there is a huge reward for success.
04:52 PM on 03/31/2009
{continued}
They just have to have the right incentive to do so. Their overall survival, given the situation, is most likely what it took to make this come true. I'm not going to solve any great mysteries about why GM et al have fallen so far with these comments. But, I'd like to relate a story I heard growing up to illustrate how automakers can do better, if they want to. There was a guy, an auto nut I heard growing up, that invented a carburetor that got almost 100 miles per gallon. GM bought his patent and set the darn thing on the self, never using the new technology! Why? The reason tossed around the neighborhood was this. Using such an advanced car part would have cut into GM's profits! We always said that many cars were designed with what was called "planned obsolescent". If the story is true (I believe it, anyway), how many other things did GM et al do, like this, that led to their own present situation?
06:10 PM on 03/31/2009
You must live around where I grew up. Because I heard the same story.Of course I also heard he was from Cal. Arizona, New York. etc. So I guess there were alot of them.And they all got 100 miles to a gallon, never 90 or 80 or 120. But oddly enough, I've never met anyone who actually saw one in action. But seriously, maybe there was such a thing,however I find it hard to believe, because anyone that had such a thing would have had to chase investors away with a stick. Why would they consider selling it to GM when they would have made more money than Bill Gates. Chalk it up to urban legend.
02:35 PM on 04/01/2009
I can't answer that question. But, I do believe it's possible that the invention - modification actually existed. Beyond that, we'll probably never know for sure.
06:28 PM on 03/31/2009
Please cite the patent number(s). If the patent is more than 20 years old (which it must be since this myth is going around for most of the 20th century), everybody can now use it to build a 100mpg carburetor.

Of course, the real solution to the riddle is that everyone who told this story, ever, has failed science class. Especially the part where they talked about the thermodynamic efficiency of internal combustion engines.
02:22 PM on 04/01/2009
How the heck would I know what the patent number was, dude? I stated it was a rumor! And, more people believed it was true than just me.
04:52 PM on 03/31/2009
I want to comment on the President Obama's statement about how the government is planning on helping the U.S. automakers, not so much on this author's blog story about them. I grew up in Flint, Michigan and know the car manufacturing business well. That is, at least from the perspective of the assembly line workers that make U.S. vehicles. You hear a lot of rumors growing up around such a massive corporation and its business. Entire communities, cities, counties, some would say the entire state of Michigan depend on the money GM et al generate for people living in my home state. I've lived elsewhere for most of the past 25 years. But, I always follow the fortunes of my state and the GM workers. I think it's a good thing that Mr. Wagoner was forced out. I don't know what type of job he's done, good or bad. What I do know is this. The company needs a new direction or else they would not be in this situation. GM and the UAW can make a better car. They can do it efficiently and be competitive with foreign automakers.
06:30 PM on 03/31/2009
If they can build a better car, why haven't they ever built one? You know, this is like Johny's excuse when he comes home from school with an F:

"I can do better, Mom. But the teacher is unfair."

Right.
02:35 PM on 04/01/2009
And why haven't you found the Holy Grail?
itolduso
lateral thinker
03:52 PM on 03/31/2009
"Hey, it's nothing personal, it's just business. I know you trained long & hard to do this job, you put a lot of hours in, hardly ever took a sick day or a vacation. Really- I know how much you care about the company, you're a real trooper. But I found out I can get it done for less, not have to pay pensions or health insurance, I can get 2 or 3 workers for what we pay you. It's nothing personal." - U.S. companies to American workers (It's nothing personal till it happens to you) Hey CEO's...Welcome to the Flat World
itolduso
lateral thinker
03:42 PM on 03/31/2009
I don't think anyone has a problem with an "earned" bonus being paid, the trouble arises with the complete disconnect between 'a job well done' and 'running a business so poorly that it will crash without millions or billions in taxpayer funded bailouts'. How can anyone possibly justify a 'performance bonus' to anyone involved in this tradgedy of errors - THESE GUYS WERE IN CHARGE!Also- the 'market rate' of executive compensation has been twisted & corrupted to the point that it no longer has any ties to what's best for a company's future...it seeks only short-term gain, often at the cost of the company's long-term viability. It has always amazed me that so many of the business & political leaders that demanded "merit pay" for school teachers are now fighting tooth & nail against adding any accountability to executive compensation.
03:27 PM on 03/31/2009
Exactly what position of leverage did Chrysler have before this? Cerberus Capitol refused to give them money. Daimler refused to give them money. They've long been toted as the 'weakest of the Big Three'. It isn't like they had a lot to negotiate with in the first place. They have little or no choice. They accept what Fiat's terms, or they die. They can't seriously expect to come out of any such deal with a cherry package that is going to propel them to the top of the market. It is a ladder with missing rungs, and they're going to have to take every step very carefully and hope it doesn't give out under them.
03:04 PM on 03/31/2009
Make that "NEW" highly skilled individuals needed to turn the company around.

There is plenty of talent to fill the vacuum of failed CEOs.

The basic argument here is uber-weak.

Bring on the meritocracy. Good riddance to the aristocracy.

Time to bring outsourcing to the bloated Amerikkkan Korporat class.
01:56 PM on 03/31/2009
Those "best people" should be public servants. Their country needs them.

John Fitzgerald Kennedy said something that'd be applicable here, I think...
12:59 PM on 03/31/2009
Asset sale of chrysler would be the best thing to happen to the auto industry.

less players in the market, more for everyone.
12:58 PM on 03/31/2009
Wagoner should have been ousted by the board five or six years ago. You can look at the stock chart since 2000 and you can see investors screaming at them to change. They didn't. That's all there is to this one.
06:44 AM on 03/31/2009
The comment regarding Chrysler is dead on. The administration really doesn't care if the domestics survive or not. What I see is a dog and pony show. Obama says he is doing everything he can to save the domestics, but at the same time he talks about helping the towns and states that will be affected by their going out of business. He thinks he can replace their jobs with new ones, new manufacturing, cutting edge stuff. What new manufacturing? Making what? Wind turbines? How many wind turbines do you have to make to equal a few hudred thousand cars that roll off an assembly line? Solar panels? Same thing. Bio fuels? All of these ideas are good ones but they are small scale, they are a drop in huge bucket of water. Obama is again getting the wrong advice from lawyers and bankers and he can't see what the real problem is. The real problem are the lawyers and the bankers.