Mark Koznarek

Mark Koznarek
customers drive electric gives option prefer
Some customers prefer the electric drive train. This gives Caterpillar that option for them.
collapse concern expected happens investors quarter truck
The big concern for investors isn't this quarter or next, but what happens to Eaton in 2007 during the expected collapse of the truck market.
fourth good outlook tone unexpected
There is an unexpected cautiousness to their tone and their outlook for the fourth quarter. Good isn't good enough. It's got to be really good.