By Ken Favaro
Harvard Business Online, May 16 '07
(excerpt)

There are rumblings from shareholders to break up General Electric. Does such a move make any strategic sense?

The question that’s really being asked here is whether GE’s businesses are better off together or under alternative ownership. To address this question, Chairman and CEO Jeffrey Immelt needs to determine how GE adds value to the performance of its individual businesses. Is it from the corporate center’s oversight, leadership, and direction? Is it from revenue or productivity enhancements from the other businesses across GE? To justify GE’s unified state, the answer has to be yes to both of these questions.

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