Jun 23, 2026 · 56 min · 12 segments
Send us Fan Mail Change is hitting the equipment industry from two directions at once, and it’s leaving a lot of smart people stuck. On one side…
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Ron SleeHost
And as we spoke the last time, you made your money on parts and service, but nobody really knew what the parts and service business, particularly not the leaders of the company.

And for a time, let's say starting in the early 90s, rental, United Rentals and Hertz and those boys, that was a channel, but it was kind of on the side.

And I'm going to call you guys a systems as a service business versus a traditional large business system provider like the IBM to the digital.
yeah i think there's there has definitely been an awakening uh in the equipment industry in general uh uh towards rental um for rental as a business model and it's obviously not just with rental companies themselves who have obviously been focusing there but now we're talking about in equipment dealerships who have traditionally sold equipment and then hope to service that customer as well.
And the good news is that they're looking to get into that at a strategic level.
And let's face it, the customers, be it contractors or industry or factories, their acquisition of equipment on the terms that they want to buy it makes sense for them too.

And as we spoke the last time, you made your money on parts and service, but nobody really knew what the parts and service business, particularly not the leaders of the company.

And for a time, let's say starting in the early 90s, rental, United Rentals and Hertz and those boys, that was a channel, but it was kind of on the side.

And I'm going to call you guys a systems as a service business versus a traditional large business system provider like the IBM to the digital.
yeah i think there's there has definitely been an awakening uh in the equipment industry in general uh uh towards rental um for rental as a business model and it's obviously not just with rental companies themselves who have obviously been focusing there but now we're talking about in equipment dealerships who have traditionally sold equipment and then hope to service that customer as well.
And the good news is that they're looking to get into that at a strategic level.
And let's face it, the customers, be it contractors or industry or factories, their acquisition of equipment on the terms that they want to buy it makes sense for them too.
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