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Strategies & Market Trends : Contrarian Investing -- Ignore unavailable to you. Want to Upgrade?

To: semi_infinite who wrote (2190)	6/5/2008 11:52:20 AM
From: robert b furman	Read Replies (1) \| Respond to of 4080

Bio diesel will reduce import demand - like ethanol does for cars. The hybrid transmission are a consortium of BMW,Mercedes and GM - GM because it has through Allison trans made hybrid transmissions for big busses for years. So Hybrid will be a natyral as well. Electric is excellant for short distance - delivery trucks airports,but not over the road. Over the road will still need diesel - key is to not use it where substitutions can be made. Cummins will rise in HD truck makers,Paccar will use mostly their own and Cat is expected to exit the over the road market in time-other better opportunities out there as continuous emissions laws being rewritin is a pain. JMHO Bob