I think that we are in worse shape that in 2011 because tons of Caterpillar machines are sold into the slowing Chinese and Latin American market and the U.S. market still hasn't picked up. Ultimately with that analysis, you can see the stock drop another $20. And that is why traders are selling. Too bearish? No, unfortunately, if Europe collapses that's very realistic. So, bottom fishers be careful. You still might not be near terra firma
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