Cummins Inc at Credit Suisse Industrials Conference Transcript
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All right. Good morning. Are we -- we're on, we're starting? Okay. Good morning, everyone. So today, we're very pleased to have Cummins with us. We have Mark Smith, who's the Chief Financial Officer; as well as James Hopkins, who heads the Investor Relations efforts. Format will be similar to what we did yesterday. Informal Q&A. The only other thing I want you guys to know is for Rush Enterprises, I just want to give everyone a heads up. We changed the group presentation. It will be in here at 12:00 versus before, I think it was 3:00. So just so everybody knows that.
Questions & Answers
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So I guess, I'll kick it off. Mark, lots of debate yesterday about the North American truck downturn, and understanding we know there will be a downturn, but the risk
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