The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Nathan Hardie Jones - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
: Let's start with this $12 million of deferred revenue on the Road Zipper projects. Can you talk about how concentrated this is to -- is it 1 project, a
few projects, a whole bunch of things? Would you expect those to catch up in the fourth quarter? Does the fact that, that part of the shipment has
been delayed, then delay further shipments so maybe things move out of fourth quarter into next year. Just any color you can give us on how
that's -- you expect that to play out and catch up?
Question: Nathan Hardie Jones - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
: So the way we should think about it, though, is the plan is that you'll catch up that $12 million in the fourth quarter, you're not anticipating things
slipping out into the next fiscal year, but it's possible that they will?
Question: Nathan Hardie Jones - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
: Okay. Fair enough. I think that's helps. Go ahead, Brian.
Question: Nathan Hardie Jones - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
: Okay. Then I wanted to ask about the funnel of new project opportunities and new business opportunities, specifically on the infrastructure side,
on the Road Zipper side. And if you're seeing those progress at the same kind of pace? Or if maybe you're seeing some of those delays impact when
you would expect to book new work? If there could be any delays in orders that we might see from those kinds of things?
Question: Nathan Hardie Jones - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
: And then just one more housekeeping one. You had about $0.20 worth of earnings hit on the other income line, below the line expense there. Can
you just talk about what that was? And if we're going to likely to see numbers like that again?
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