Oshkosh Defense stands to gain, with the Pentagon's desire to cut 47,000 troops by 2015. To eliminate 5 Division-equivalent of troops, means something significant is due to occur. TerraMax, Oshkosh's autonomous (no driver) technology is likely to be introduced to the military. ProPulse, Oshkosh's diesel-electric technology is likely to save many millions in fuel, maintenance and repairs. A reduction of 47,000 troops also means reductions in housing, dependents' benefits, less recruiting, training, etc. Billions of $ to be saved. TerraMax is a "kit" that can be retrofitted into existing trucks. One driver, somewhere in the convoy, can control a column of trucks. In a firefight, only one person is potentially exposed to danger. Someday, we'll have no drivers whatsoever. Drones and GPS will have advanced enough to control ground transport.
The need for TerraMax, and ProPulse is urgently needed for the Military. Not to be outdone, however, is the Commercial Trucking System, which will slowly begin to integrate these technologies. Vast opportunity for Oshkosh shareholders.
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