March 21, 2012

Election 2012: Does Bishop Romney Have a Positive Message, or only a Negative Ad Campaign?

After the American Century

After a decisive victory in Illinois, Romney appears close to winning the Republican nomination. Notably, Gingrich's candidacy faded to fourth place, just behind Ron Paul. This leaves Santorum as his only real challenger, and Romney beat him by more than 10 percentage points. 

One can spin this somewhat differently, and point out that Romney still did not manage to get half the votes in Illinois. This means that despite outspending all of his rivals -- by a wide margin -- the Republicans as a group gave more votes to others than they did to him. There clearly remains a high level of dissatisfaction with him as a candidate.

But the mathematics of delegate counts suggests that after winning Puerto Rico and Illinois, he will be hard to stop. In terms of pledged delegates, Bishop Romney has more votes than his three rivals combined. 

(In case anyone wonders why I refer to him as Bishop, it is because Romney is a Bishop in the Mormon Church, and gives 10% of his income each year to it. This tithe, as well as his missionary work in France for the Mormon Church, shows that he is not a casual member of that church. He has also participated in posthumous baptism, a Mormon ritual  in which people who were never Mormons during their lives are "converted" post-facto. Among these are many of the founding fathers of the US and Anne Frank, who as a Jewish person was killed by the Nazis.)

The problem, increasingly for Bishop Romney will be one of turning his almost entirely negative campaign into a more positive one telling Americans how he can make the country a better place. To date, he has used all his energy to attack others, including the President. His advertising money has been overwhelmingly used to send out negative messages. By one count he has had seven negative advertisements for every positve one. It seems doubtful that this strategy alone will put him in the White House. 

So as Romney moves to later primaries, it will be interesting to see if he has anything equivalent to Ronald Reagan's famous "Morning in America" campaign. What is he for? This is also a challenge for the Republican Party as a whole, which for four years has been a negative force, constantly on the attack, but almost never offering anything new or innovative as a solution to the nation's challenges.

In short, the question now becomes whether Bishop Romney's candidacy can renew the Republican Party, or whether it will remain mired in squabbles between its various factions. Can it articulate a common vision and look forward? Can the Republicans think positively? And will Bishop Romney's religion play a role in whatever does happen?

March 14, 2012

Election 2012: What Do Alabama Exit Polls Tell Us about the Republicans?

After the American Century

No one really "won" in Alabama. Rather, three candidates split the vote into almost equal segments, with Ron Paul getting only 5 percent. But exit polls also tell us more about how the electorate is divided. Alabama is more interesting than Mississippi here, because the latter is so rural and so poor that it is an extreme case.

So, here are the conclusions one can draw from exit polls. First of all, there are virtually no Black people in the Alabama version of the Republican Party, being less than 2% of the primary voters there, or about 4,000 people. Perhaps these are Black Mormons or Black millionaires? No less than 93% of the Republican voters were white, and of the three main candidates Romney finished last with just 28%.

In terms of gender, Gingrich is the most popular among men (34%), especially those who have never gone to college. Apparently, they are the most impressed by his repeated claims to be the smartest candidate. He was strongest in the suburbs, with 35% there, and fully 40% think he is the candidate best able to deal with an international crisis.  Otherwise, in most categories Gingrich comes in second or third.

Santorum is the most popular among women, especially working women, and he is also the most popular among college graduates. (Remember that college in Alabama is often primarily about football.)  Santorum is also the most popular among younger voters, especially those under 30, where he got 41% of the votes. Apparently his intense moralism appeals to them, as well as to that half the Alabama Republicans who think a candidate's religious beliefs matter a great deal, 48% of whom voted for him. He was the most popular candidate in both rural and urban (but not suburban) Alabama. However, even his supporters think he is the least well prepared to deal with an international crisis.

Romney is not particularly liked by the intensely religious, the rural, the young, men, or women.  The only groups where his attraction rises to above 35% are those over 65 and those who make more than $100,000 a year. The logic seems to be that Romney would win a massive victory among rich, dead people, as, like him, they do not drink and are pretty rigid.  This constituency has little gender left and are almost all over 65. Given Mormon theology, in which the dead can be posthumously made a member of the church, this would seem an incontrovertible result. 

Romney also got 35% of the voters who had studied beyond the BA level. He is clearly understood, even by the Republicans, to be aloof from  ordinary people. Only one in five voters thought Romney best understood the average American's problems. Why is he getting about a third of the support, then? Two factors keep Romney viable in this race. (1) Not less than 59% of the Republican voters perceive the economy as the most important issue (compared to 25% who think it is the federal budget deficit, the 9% who think abortion is, or the 3% who say it is illegal immigration). Romney is generally thought to be the man who can deal with the economy.  (2) Romney is also perceived as the man who can most likely defeat Obama.

There are some curiosities that may not apply elsewhere. For example, it seems surprising that Romney only polled 28% among the Independent voters,  while 33% of them voted for Santorum. To be an "Independent" in Alabama apparently often means that one is further to the Right than the Republican Party, as Ron Paul did twice as well with them (11%) as he did overall. Overall, in Alabama 72% of the Independent voters voted for Gingrich, Santorum, and Paul. This is in contrast to most of the nation, where Independents tend to be moderate, centrist voters.

37% of the Alabama voters made up their minds in the last days before the election, and Romney narrowly won among this thoughtful group who realized that the choice was difficult because quality is missing. In contrast, Santorum won among those who made up their minds during the last few weeks (when he began to surge), while Gingrich won among those who decided long ago. In other words, Romney's heavy spending and massive negative advertising did sway some of the undecided voters during the last days of the campaign. Nevertheless, as predicted several days ago, he was never going to do well in these Southern primaries. 

March 09, 2012

A Visit to BMW Welt, Munich

After the American Century

As part of the research for my forthcoming book on the assembly line (MIT Press, 2013), I have visited several factories. Here is my account of a visit to one of them.



It costs €8 to see the BMW plant in Munich, and it is necessary to sign up in advance. There is room for only two groups of 25 people each hour, one with an English guide. In contrast, the magnificent show room where the tours start, a vast building called “BMW Welt,” attracts much larger crowds. It is a temple where enthusiasts can see all the latest models, pose in the driver’s seat, look at exhibits about how (and of what materials) the car is made, sit on a BMW motorcycle, or go into the gift shop to purchase BMW T-shirts, mugs, jackets, key-chains, model cars, and much more. In the bookstore on the mezzanine level they can also buy books about automobiles, design, and the company history. The building is about consumption and pride of ownership. Its sinuous lines and the profusion of displays create the feeling that one is in a high-end shopping complex. A distinguished stream of customers constantly arrives, to be welcomed and ushered  into elevators to higher floors inaccessible to ordinary visitors. Most BMW buyers enjoy a fine lounge and restaurant where they await the arrival of their new car. A select few go to a more exclusive redoubt of luxury, so rarified that most of those who serve the thronging clientele have never seen it. Most tourists are not buyers. But if they ascend to the second level, seven meters about the ground floor, they can look across at the exclusive area where immaculate cars are driven in and delivered to new owners, who drive down a ramp that circles out into the city traffic. 

BMW Welt

The factory tour lasted two hours and covered three kilometers. Most of the time we walked on concrete floors and metal bridges, surfaces that punish the arches, the knees and the lower back. Fifty years ago such a factory tour would have been noisier and grittier, and one would have sympathized with the workers caught up in that environment every day. But today robots do much of the work. Looking a bit like giant orange insects, they move deliberately, pausing with some delicacy near the end of each maneuver, as sensors guide their pincers to just the right position. First, in the stamping plant they guide sheets of steel into a succession of enormous machines that crunch down over sheets of flat steel transforming it into the hood or roof or trunk, or perhaps a left or right door. In each case, before the die slams down on the smooth steel, the metal is sprayed with a mist of oil to lubricate the process. The massive first stamping creates the basic form, which is refined and completed in the smaller stampings that follow, as ends are trimmed or folded, small holes added, and further indentations made. In 1913 several workers were needed to feed blanks into stamping machines, take out the results, and send them on to the next machine. A century later all this work is done by machines, with only a few people keeping an eye on the process. Our guide declares this technological unemployment is just as well, for the work is boring and yet dangerous, given the tremendous force of the stamping machines. It is endlessly repetitive and also hard on the ears. Some skilled workers are needed because the dies in the machines must be changed at times to make spare parts for older models. A model is usually made for seven years, but after that BMW produces parts for another decade. 

The stamped parts are next transported, automatically, to the body assembly, where the left and right door frames are attached to the car’s floor. Then a roof is added, followed by smaller parts and then the doors. In many cases the stamped panels are first fixed in place with a fast-drying glue that also functions as a thin elastic layer that will cushion shocks and improve the car’s ride. The metal parts are then welded together, again by giant orange robots, eight of them working at once in an almost silent, rapid sequence that has been choreographed and fine-tuned. Hardly a worker has touched it yet, but the welded parts have become a car body, still without wheels, windows, seats, or drive train. 

Before these can be added, the bodies pass on to the paint building, where we trudged after our guide over steel bridges through strange smelling passageways. We had glimpses of machinery at times, and heard an occasional hiss or gurgling sound, until we emerged into a large white room with soft seats where we gladly sat for a five-minute lecture on the steps involved in painting a car. One might imagine that the process was like painting the outside of a house, with a primer and one or two coats of good paint, and indeed that is exactly what Ford did in 1913. Each coat then needed  hours to dry before the next one was applied.  But it was hardly so time-consuming in 2011, even though there are more layers. First, all the residual oil and any dirt are zealously washed off the bodies. Then they are baptized in a thick undercoat, through a total immersion of the whole body in a large pool of paint, which is then pulled up by a robot to drip off before passing through a heating shed, where it is first baked in infrared heat at 150 degrees C, driving off all the liquid in the paint, and then furiously blown over by artificial winds. 

This is just the beginning, as four more layers will be applied, including one that is a bit rubbery, to make the surface more resistant to flying gravel or hailstones. The next to last layers are the paint proper that give the car its distinctive color. Ninety percent of all BMW buyers want their vehicle to be black, silver, or white. The other eleven colors are seldom used. New avatars of the same orange robots, made in Augsburg just an hour away from the plant, apply these layers. They spray the paint evenly, and digital cameras record the results. During each new round of coatings the car is given an electrical charge that attracts the tiny droplets to its surface. Not much paint sails wide of the mark, but any waste falls into a continuously rushing stream, a mini-Niagara under each painting station. The paint is extracted from the water, which is reused. Indeed, the water usage of the BMW plant has been reduced 90 percent in recent decades.

Once the BMW bodies have been repeatedly painted and baked, they pass into a room with six levels of shelves on each side where they are carefully stored. In the passageway between the shelves a machine that is both an elevator and a powerful robot lifts one body at a time, lowers it to ground level and sends it on its way to the final assembly plant. More than half of the shelf space is empty, for the factory makes only cars that have been ordered. It produces each body just in time for final assembly.

The guide next takes us to the other great tributary stream to the final assembly, the engine manufacturing plant. Most of the engines made here are powerful 4 cylinder 2.0 liter affairs that get 16 kilometers to the liter (or more than 30 mpg). Half the labor that goes into them is human, half robotic. The V8 engine for larger BMWs is 80% made by human beings, and the top of the line engine for the Rolls Royce is 100% man-made. (To be precise, 95% of the workers at the Munich BMW plant are men, and the few women are clustered in certain jobs.) In the motor plant the guide does not show us the casting of engine blocks or their precision drilling. Once the work of extremely skilled labor, this too has been progressively automated. Already in 1913 Ford had a purpose built machine that simultaneously drilled forty-five holes in an engine block, from four directions. A century later, the early stages of engine production have few workers. We see obviously skilled men building parts into these blocks as they pass down the line. Inspections also are continuous, until motors are complete and they can be harnessed to the drive train. 

At this point the two streams of work come together. The bodies meet the engine and drive trains they are destined to mate with, or “marry” as the workers put it. The bodies gently fall down as the engines rise up, with a brief pause before the last centimeters of drop and the two become one.  Final assembly can then begin. This part of automobile production still attracts the most public attention, as hundreds of parts and pre-assembled units like the dashboard are put in, typically with no more than a minute for each operation. Painting, by comparison, is repetitive and not as interesting to watch, and not even shown on many assembly line tours. Final assembly is much faster. One man unbundles and lays out a car’s electrical wiring and secures it in position, and a moment later another worker is covering the wires and the entire bottom of the car with a perfectly cut felt-like layer. Visitors walk much faster than the crawling line, and to them each task seems to take considerably less than a minute. One man with the help of a robot lifts and puts in the dashboard. The back and front seats, the emergency brake, the headlights and many small details are quickly and expertly installed. The windshield goes in. In half an hour one has traversed much of the line, and the cars are nearing completion. The doors, earlier removed to allow easier access to the interior, are reinstalled. At the end of the line some gasoline is pumped in, and each car is started, tested, and driven out of the factory. 

The BMW tour in Munich is by no means unusual. The industrial tourist can visit similar factories in all parts of the world. The newest are often designed as tourist sites. Visitors have been coming to see such marvels of assembly since Ford's managers first created the line in 1913. For a century, the public has remained enchanted. When I visited BMW the tours were sold out, but the factory's  “romance of production” was less central to the public than the “romance of consumption” in the showroom. In both places the car was treated as an almost enchanted “thing in itself,” an icon of modernity. For many it has become the ultimate consumer product, especially because now the assembly line can produce individualized automobiles, made to the consumer’s specifications. Henry Ford made his cars identical. But today, using the computer to keep track of the entire process from ordering to delivery, the assembly line produces individualized objects. Paradoxically, an assembly line with many robots and far fewer workers than in 1913 makes a more highly differentiated line of automobiles.


See also the blog on America's Assembly Line


March 06, 2012

Election 2012: Why Ohio is the Key Swing State

After the American Century

There is a certain justice to the fact that Ohio has become so important in elections, because in many ways it is a microcosm of the country. Ohio is an important agricultural state, but it also has three large cities (Cleveland, Columbus, and Cincinnati). It has been an industrial powerhouse, but suffered a great deal from the outsourcing of factory jobs to Latin America and China. It has suffered greatly since the 2008 financial crisis, with large numbers of home foreclosures. But it has also been bouncing back economically, albeit slowly. It contains many minority groups, and a good cross section of the churches. It gets back from Washington almost precisely the same amount as it pays in federal taxes (unlike New York which gets back only 79 cents on the dollar, or Mississippi which gets back almost twice what it pays in.) Ohio can be seen as the end of the Eastern states and the beginning of the Middle West. Its southeastern region much resembles Appalachia, while its northeastern quarter seems an extension of industrial New York.  It has generally been a moderate state, politically. But while Ohio therefore is in many ways a good representative state, that is not why it has become so important in elections.

In elections, states are not created equal. The American states are unequal in population, and this means that a few of them have an enormous impact in presidential elections, because all of their electoral votes will go to one candidate or the other. Obama can expect to win the largest state, California and its 55 electoral votes, and the Republican nominee can expect to win Texas, the second largest, with 38. The Democrats generally have won the third largest, New York State (29), too. But precisely because these states are somewhat predictable, the focus is on the "swing states" that are not reliably behind one party in national elections. Most important of all are swing states with a large number of electors, notably Florida (29), Ohio (18), Pennsylvania (20), Virginia (13), Indiana (11), and Missouri (19). (Pennsylvania leans perhaps a bit too much to the Democrats to be a true swing state, but it is moderate.) The smaller swing states can also prove crucial, notably Colorado (9), New Mexico (5), Iowa (6), and New Hampshire (4).

Note that the swing states are not randomly distributed, but are largely in a band just above the middle of the country. They are all marked in yellow on the following map, and as a group they have 96 electoral votes. A candidate needs to win 270.

The Swing States



Here is a map of what well may happen in the 2012 election. It is a prognosis based on how the states voted in 2000, 2004, and 2008, plus my sense of what is going on in the various states, hunches, you might say.  It is based on the supposition that Obama fails to win Florida, North Carolina, New

Hypothetical map of 2012 election, with the electoral vote evenly split. Ohio and Indiana are in yellow.


Mexico, or Virginia. In terms of delegates, this map shows the red states with 254 electoral votes and the blue states with 255. The two yellow states are Indiana and Ohio. Indiana tends to go Republican, but its electoral votes are not enough. If either party gets Ohio's 18 electoral votes, it moves into the White House. (In this example, you could substitute for Indiana Nevada, Iowa, New Hampshire or Virginia, and the result would be the same. None of these states has Ohio's electoral clout.

This is not a far-fetched scenario. In 2000, when Gore lost to Bush in a much disputed election, here is what the map looked like:

2000 Presidential election

The final tally in that election was 271 (Bush) to 267 (Gore). If Gore had won Ohio, he wold have won the election easily, without Florida. That particular election was so close that Gore could have won by taking any additional state, but it is the swing states that matter, and Ohio was close.

How about the next election, in 2004?  Here again Ohio proved crucial to Bush's victory:

2004 Presidential Election

If Kerry had won Ohio and Indiana (or Ohio + Iowa), he would have been elected president.

No Republican has become president without winning Ohio. That is why the state is so important.

Update. After Obama led in Ohio during September, Romney won back some of its voters and he is much closer to winning the state - primarily due to his strong performance in the presidential debates. By the last week of October, it seems that Obama is likely to win Nevada and Iowa, while Romney seems likely to win Florida and North Carolina, with Virginia a toss-up.  Current polls still suggest that Obama will win, but the difference is narrow. After the second debate Obama seemed to regain momentum again, but in the meantime he lost ground in several swing states. In short, Ohio once again looks like the key battleground. The candidate who wins there will almost certainly win it all.

See also posting on Oct 11, on the four crucial swing states in the 2012 election. "Can Romney Win: Four Swing States Hold the Key"