He is now saying that CMIs forecast for flat performance in 2012 is the end of the world for industrials and manufacturers. hmmmm. CMI was one of Cramer's top BUYS!! No wonder he was having trouble talking about it tonight and stuttering, slurring.... Anyway, CMI now has a 2.5% dividend and a 8:1 PE. It's hard to believe it will fall much lower. I have no position, but will consider buying on any further weakness. Good luck.