Mining-related demand remains very strong. |
Some customers prefer the electric drive train. This gives Caterpillar that option for them. |
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. |
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. |