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Non-Tech : New Holland and the Ag Equipment Group
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To: Shane M who wrote (57)3/15/1999 6:48:00 PM
From: James Clarke  Read Replies (1) of 113
 
For GEHL what you want to find out is how much of their business is skid steers (if you don't know what a skid steer is its a small piece of construction equipment which has been growing like crazy). The skid steer market is going to collapse sometime in the next year. Cat just entered the business. Case is going to fight hard to keep its share. New Holland was producing skid steers for Deere, but now Deere is going to produce its own equipment, which means New Holland has to fill that factory capacity somehow. The market leader, with about 40% share is Ingersoll Rand, but its probably only 10% of IR earnings. I hear GEHL is the closest to a pure play on skid steers there is, which makes it something I'd short before buying it if that is the case. Be careful.
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