Siebel and team took C3 out in an IPO and got that puppy to $12B in market cap! What's Pat's plan to build shareholder value with GED? Surely he must have some compelling plan and vision for Immelt's dream digital initiative...
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When are we going to see some transparency regarding what is going on, if anything, in digital? Will this experiment yield a positive result?
Not sure ; so far it seems GE Digital is runover by a bunch of metric monkeys that are just checking boxes, very little actual value or innovation being delivered.
Honeywell is a total mess when it comes to software. Forge is not as rosy as it seems from the outside.
Maybe sell to Honeywell - they seem to know how to manage SW businesses.
Spin it out for any number that is greater than 0. Let people buy the GED penny stock and day trade it as the Corporate parent holds billions of shares.
Siebel didn't even need to move to Austin.
Immelt ... man, time to move on