I would agree that it would make sense even for GE to hedge its bets somewhat on alternative/renewables, given the current energy environment.
Dont know offhand, but it would be interesting to see what percentage of revenues/margins they produce on alternatives/renewables versus their total derived from all energy sources.
And their future projections of same.
My guess is that a huge company like GE would pattern their future percentage projections in alternatives/renewables to mirror the most respected public/private estimates of same for the total markets.
And most likely, some small company buyouts will be targeted as part of that alt/renew mix.