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Wednesday, 10/29/2014 10:42:29 AM

Wednesday, October 29, 2014 10:42:29 AM

Post# of 8475
Negative comments from Cummins

comments from Cummins earnings call talking about Class 8 trucks....

"So one thing that we have – it's minor but one we counted on was on the natural gas business. So we have 100% in natural gas and we actually we thought that would be a big play by now but it's not. We are more conservative than most. We thought that it would be 2% to 3% share by now and it's going to be closer to 1% share. So that is low kind of appeal when we have is win that happens which we don't see a big change in 2015. But when that market comes which will be the will, that will be some upside for us on the market share."

(transcript service is bad)

I think WPRT will show good truck numbers for Class 8-9 (trash trucks, buses,etc), but unfortunately they don't break them out.

NG Advantage looking better every day.
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