When it rains, it pours.
I've learned that last week, during a visit to the West Coast, NBC Universal chief Jeff Zucker told both Universal and NBC, "We have to be ready in case Vivendi exits for an IPO of that 20% stake." This is why, as I reported last week, the brass have been asking for more and deeper financial information than years past prior to the Vivendi put coming due. Meanwhile, the rumors keep coming fast and furious. The latest (#3, if you're keeping count) is also one of the most persistent despite denials on all sides: that some deal negotiation is underway between Time Warner and GE over all or part of NBCU.
GE may be in a mood to consider buy out options here.