It's a big number, even for GE, but look what they get in return:
1. Over $1.3B in additional revenue that they don't have now
2. The scale and customers for a space still in its early stages
3. A huge growth subsidiary of GE that will bring shareholder value to a must own stock for institutions.
4. A space with solid profit margins, and finally
5. They would acquire the recognized leader in the solar space with huge upside.
I would accept a 50% premium from here, wouldn't you? But FSLR may want to go it alone, and it may make more sense. We'll see you at about $70 by the end of the year either way.