Tag Archives: Tim Cook

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Apple’s Five Most Important People

All eyes are on Apple once again as the company prepares to unveil a slew of new devices Tuesday. Who are the leaders most responsible for cementing Apple’s place in the permanent limelight? Bloomberg reports. (Source: Bloomberg)

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Why Icahn’s Betting More Than $1 Billion On Apple

Bloomberg “Street Smart” anchor Trish Regan recaps her interview with billionaire activist investor Carl Icahn about his stake in Apple and calling for the company to use $150 billion for share buybacks. She speaks on Bloomberg Television’s “In The Loop.”

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Apple CEO Tim Cook may not be Steve Jobs, but he’s still the right guy for the job, says analyst – The Tell – MarketWatch.

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Apple’s Stock Climbs 77% In First Year Under CEO Tim Cook – Infographic

This chart compares Apple’s stock performance in the first 12 months under CEOs Steve Jobs and Tim Cook.

Source: Statista

Apple and the age-old ‘cash question’ – Therese Poletti’s Tech Tales – MarketWatch

Apple and the age-old ‘cash question’ – Therese Poletti’s Tech Tales – MarketWatch.

Leave the cash where it is, Tim. For now, anyway. There is no need whatsoever to pay a div..

Apple and succession – Or, the Apple World after Steve Jobs

>A lot of talk currently about Apple and Steve Jobs. Rather than talking about the good news, investors, analysts and everyone else seems to focus on Jobs’ health and Apple’s succession plans. Some institutional investors turn up the heat and demand a detailed plan for the time after Jobs.

One can look at this from different views. If you are a pessimistic nature and your tendency is to boil down all success to one person, you will probably have sleepless nights over Steve Jobs’ illness and Apple’s future. You will demand a succession plan. If that will help you to get more sleep remains questionable. One can also focus on a more detailed view and give the company’s past handling of this kind of scenario a little more credit and focus on a few other upcoming things. With the second view, one can avoid dealing with trouble twice.

There are a lot of smart people at work at Apple. If you want to credit Steve Jobs alone for the successes of the past years, you are on the wrong boat, clearly. Sure, if you want to create a hype and earn some credits on the expense of Apple,  than this is a good chance to do so. How else can you do it in Apple’s case? The company is running smoothly and successful. The products have been absolute crackers and are, still, considered “must-haves”. With looking at the upcoming challenges for the products, you can’t make a name for yourself. Focusing concerns on one person of the caliber of Steve Jobs on the other hand, that creates more attention.

I can’t help myself, I just can’t believe that Apple hasn’t taken a look at the future. It is not that Jobs just got sick, serious issues are around for years. Honestly, would you believe that they haven’t given that scenario a serious look? Come on!

So, what would a published succession plan do for everyone? It would spit out a few names and the entire world would jump on it and would either be delighted, or would focus on a campaign to discredit possible candidates. Such incredible nonsense would shift the company’s focus from core business to fighting and justifying every move they make. It would just open an unnecessary battle field. There are other major things cooking that need attention.

Take a look at the competition. Everyone and their grandma is coming up with a tablet, or in some cases more then one. The smart phone market is crowded like no other. iTunes, like the Apple phones and tablets, experience a different infrastructure in the field of competition. For Apple, there is no time to open up another window of concern. These are valid issues and those should be treated as such.  With all due respect, who knows on whether Steve Jobs would be the man to solve all these topics or not? Besides of inventing new products, it is now the time to compete and defend terrain, rather than selling a product no one else has. A new game has developed. Focus!

News of the Day: Steve Jobs is sick. Really?

Today we receive the news that Steve Jobs is sick, again. After the news breaks, Apple stock gets a hit in Frankfurt, up to 8% down. Looking at the stock over the past few months and what analysts predicted, it represents quite a bullish scenario. There are price targets up to $450.00 out there. Not that Jobs’ sickness is a total surprise, he fights serious issues since 2004 and latest since his six month leave of absence in 2009, for a liver transplantation, the experts should be clear about his health. Beating cancer and going through liver transplantation is not dealing with a cold. We all should be aware of this, shouldn’t we?

So, are the bullish news a bet on his health, or are these serious analytical results of a company’s performance and near and mid term achievable results? Reading the news and looking at the market reaction overseas, it seems business facts are not the major driver here. ​Don’t get me wrong, I don’t want to downplay Jobs work, he is one of the best leaders in business. However, the last time he had to take a longer break​, there was no business problem visible. Tim Cook did a good job without interrupting any business flow. Steve Jobs doesn’t appear to be so full of himself that he ignores his health problems and therefore believes he is the only one at Apple. I believe there is a clear strategy in business continuity on the table. While the analyst world might not be able to evaluate and consider Jobs issues, I am sure he and the company are more aware of the long known facts and planned accordingly. 
Let’s see what happens tomorrow when the market opens again. We will also get a look at Apple’s results and my guess is, they will beat the forecast again. ​For the current quarter, Verizon is now selling Apple phones, the iPad is coming with some enhancements and a few other much anticipated newbie’s are in the pipeline.​ Besides that, looking at the competition doesn’t reveal any major “oh-so-groundbreaking” new arrivals. Yes, everyone is now playing, or tying to play, in the tablet and smart phone market, but that is no news either. While a target of $450.00​ might be bullish​, a cut of 8% because of Jobs’ health problems does not make more sense. Hopefully today’s news is just an opportunity to buy the stock with a little bonus. ​