> RoMunn wrote:
> How in the world is
> this guy still CEO?
>

They've got $50 billion in cash on hand and made $20 billion last
year.  And that's WITH GE capital which has $650 billion on its
balance sheet.  And despite the sub-prime meltdown, GE is *claiming*
little exposure and they've got one of the top credit ratings in the
biz.  Not to mention before the crash they had one of the highest
dividends.

In your defense, GE is underperforming the dow (which some people
think makes it a value).

In GE's defense that's because the company needs to be completely
restructured (not Immelt's fault) and should be using it's huge cash
right now to pick off targets.

Unfortunately GE may have more exposure than it claims and so it's
saving up for that.  But even if it doesn't the perception is enough
to keep GE frozen right now when they should be transforming.

Personally I think Immelt's doing a phenomenal job given the pile on
his desk.  But if enough investors don't, I'd be VERY interested to
see who they think can do a better job than him.

Cause I don't think that person exists.

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