Exactly...the less new trucks on the road the more repair dollars will spent keeping the current trucks running which is great for TA. Also, for TA its business as usual in a tight drivers market as it is....as long as the economy continues to slug along then we will be good to go.
Yeah - Just because they aren't building as many new trucks, it doesn't mean people aren't driving trucks - they just aren't driving NEW ones. Also, isn't a lot of the downside on Cummins from weak demand for their engines overseas?
I like the thought about the positive effect on the repair shops, though.