Part of me has to wonder about how well GE is doing these days product wise versus EMD. In case you haven't noticed the Evolution Series has been beating the pants of the ACes and M-2s. Even traditionally EMD railroads like UP have been buying up GE's over EMD. I don't know that EMD in the post GM era is delivering the same kind of product that it used to back in the day.
EMD's engines have gotten progressively worse in nearly every aspect since the shift to computer control. The M-2s and ACes are deeply hated by every trainman I've talked to or heard from about them. The "Whisper Cab" is a joke... they're no quieter than an SD40. You can't effectively fit a single piece of paper on the conductor's desk. Any GE, even the crappy old ones, will hold a load better. And what reigns supreme in their flaws is every aspect of the computer system. FEC's M-2s were nearly returned to the factory due to all the software malfunctions (which even the smallest can render the entire locomotive useless). The only good aspect of the new EMDs I've heard from anybody is the new control stand, which is essentially a more modern version of the old EMD control stands (replacing desktop controls, making backup moves far easier). Of course, the GEVOs have this too.
And not only does GE currently make a MUCH better product (with normal, safe to use stairs and wider catwalks), but they just reintroduced the A1A style truck for cross country stack trains (the ES44C4), which is very mechanically similar to their new AC models. So a better variety of higher quality, interchangeable products vs. AC and DC highly technologically advanced models that won't even start. This is why down here, CSX's Hialeah yard keeps nothing but GPs and GEVOs.... Oh, and one SD70MAC. (Out of about 10 6-axle units, this is the ONLY EMD out of the bunch, excluding the times when a few SD40s stroll down).
The balance of power has shifted. EMD made arguably the best locomotives in the world up through the 70s, while GE's old U boats were pitiful. Nowadays, EMD makes expensive marvels of technology that won't move.