Michael Perelman writes

>> Getting back to Jim's point about protecting contracts, the treatment of
>> GM workers is another example of an attempt to abrogate contracts.

Randomly picking Michael's comment among others to respond to, as I have stated 
multiple times on this list, union contracts are uniquely protected under the 
Bankruptcy Code, which, after all, is precisely about abrogating contracts.  
The Bankruptcy Code essentially grants companies an absolute right to "reject" 
(i.e. stop performing under) their contracts.  Uniquely, there is a specific 
Bankruptcy Code provision that restricts the ability of a company to reject a 
labor agreement -- the company must demonstrate that it has exhausted good 
faith bargaining efforts and that the equities favor rejection.  As a practical 
matter, not an easy thing to do -- the company must essentially convince the 
bankrputcy judge that the company will have to liquidate if it can't revise the 
labor agreement.

Regarding GM, the bondholders are going to inevitably take a massive haircut, 
as will the unions.  The only question is how much money the existing GM 
constituencies (management, labor, bondholders) can suck out of the taxpayer 
before the haircut takes effect.

David Shemano


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