Long run, Ford has the ability to grow. For the past two months the Dearborn, Mich., manufacturer has held its own in share against the prior year, while the others slipped. The company even picked up share in November, to 16.4% of the industry sales versus 15.4% a year before. This is a good sign. If GM downsizes, Ford could end up bigger than GM in just a few years… If Ford could come close to Toyota or Honda in selling small cars, it would make lots of money. The same goes for its coming Fiesta, where I think Ford needs to sell 300,000 of these subcompacts a year in the U.S… Pick-up trucks and sport utility vehicles are still profitable, too. This may not please environmentalists but it is a plus for Ford… One more advantage: Washington is still battling over a bailout package, but Ford’s two domestic rivals may have to report to a “car czar.” That will not help them. In fact, if this person turns out to someone like Congressman Henry Waxman or one of his friends, GM and Chrysler could face ruin in 90 days. If so, Ford could pick up the pieces.