I picked on Bill Ford for talking about innovation in a nonspecific way, but I also liked a number of things he said. I hope he can stay with the long term view he says Ford will take, and stick to his resolve to kick the addiction to price incentives. Rediscovering the company's strengths and building on them sounds worthwhile -- we will see.
I'm not sure Mark Fields gets it. He was saying some of the right things, but didn't have the look in his eyes that I've come to recognize in people who understand Toyota-exemplified principles.
They are at the helm of a gigantic oil tanker headed for an iceberg, and the engines are cutting out. Unfortunately, there are a lot of us standing on the deck.