Investing in their business in order to put in place an infrastructure of the Amazon of tomorrow is becoming, increasingly, an expensive proposition. And it becomes painful, if you will, for investors to wait for that to happen.

Medicine and health care are becoming increasingly complex.

Historically, Ford and Navistar have been the No. 1 and No. 2 players in the medium-duty truck business. This is just a consolidation of the industry.

Investing in infrastructure is an easy thing to ignore because it creeps up on you and you don't know it's in a crisis mode sometimes until it's too late. Especially in the current legislative environment where they aren't interested in any revenue-raising measures, this will be a very difficult case to make to the Legislature.

The evidence of gathering economic strength is becoming increasingly difficult to ignore.

That shows that companies are cutting in other areas to prevent their tech infrastructure from becoming obsolete.