re: any thoughts on GE

It depends, I honestly don't know much about the GE business model, hopefully it's not anything like SLBs or they will squander all the valuable technology and assets BH has brought to them. As far as the state of the industry I hope you are right that it turns around but I'm not nearly as optimistic. It may have a small uptick but nothing long term that I can see. However for both our sakes I hope it does, I am on the verge of leaving the industry and if I do I will most likely not return.