I'll make the prediction that Ford will pull out their funk and come back very strong.
The biggest problem with Ford at the moment is that they are still recovering form the effects of Jac "the knife" Nasser. He ran the company nearly to the ground, and it hasn't recovered yet.
Ford has been behind before. They nearly went out of business when Henry didn't want to admit that people could ever want anything other that a Model T. When Henry II took over he had a real mess. He got rid of the goon squad leader, Harry Bennett. Bennett had done a lot to nearly destroy the company. Then Henry II hired outsiders to fix his problems, the whix kids. The whix kids were a group of pentagon officers during WW II that decided to stick together after the war and collectively sent their resumes around. Henry II hired them, and they turned the company around.
There are other examples in Ford's history as well.
So far, the guy from Boeing makes a lot of sense. He may very well be the instrument to get Ford back on track.
In my opinion, part of Ford's problem today is that they have retrenched too far.abandoning market share as they went. The new guy seems to have recognized that, and is opening eyes as to what products they really should have.
This is going to be an interesting ride.
In the meantime, I moved onto something else. I'm getting a lot of business because the aerospace industry is booming, to a large share due to a guy from Boeing that turned Boeing around and really should have been promoted to lead them. He did it by having the right product to capture market share.
He just might be able to do it again. I think he will.