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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Tom M who wrote (106831)6/6/2001 12:06:43 PM
From: pater tenebrarum  Read Replies (4) of 436258
 
GE is an extremely dangerous stock imo...EVERYBODY owns it...it's as crowded a trade as CSCO was at the top. and i continue to believe that its GE Capital unit (which produces the bulk of its profits) is a ticking time bomb. if only 4% of its assets go sour (become completely irrecoverable), its capital base will be wiped out.
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