Based on my long-time observation, Mr. Jobs is not only a
visionary, but also a strategist. He knows how to create the
environment to boost depressed situation. Without him, there will be
no stong board team. He takes his courages to admit Microsoft is
prevailing, like air to human, which is not easy to utter out.
he not only did, but also he cooperated with Microsoft to make Apple
survive and hopefully thrive later. His goal is to serve the
community as a whole, not his own advantages. We know Apple has
stronger hold in technology areas as opposed to Microsoft's (from # of
patents, you will see the differences). Therefore, cross-licensing
will make Microsoft and Apple obtain what they need in their own weak
areas, which also benefit to users, investors, developers, resellers,
etc. The profits from cross-lincensing will be a positive leverage
force for Apple's quarterly outlooks in the future since the amount
could be adjusted based on Apple's needs in a specific timeframe.
This undisclosed amount will be a surprising factor to Apple's
quarterly report.
For cloners' licensing issue, I feel cloners should express their own
commitments to Apple to make Apple feel we are a family. Hence, I
suggest cloners may buy into Apple's shares (e.g. 5%) from market
value or similar to Microsoft's. Hopefully, they can compromise
fees, geographical preference distributions, products sales, etc, in
the very near future.
When coming to Chairman & CEO issue, I prefer Mr. Jobs will take
either one or both, since he has totaly controlled the situation since
he steped in last February based on my long-time observation. Mr.
Ellison also prefers Jobs as a Chairman & CEO. If Jobs wants to
create another career peak, I believe he should go with Apple with
100% of his dedication.
Friday's market is a little strange for Apple. But, it is a good
indication that the market has been over-sold on Apple, probably most
of Apple's speculators were on vacation since they made a fortune on
shorting it and then buying back between this period, which creates
a false image about Apple's current price (it is estimated that
Apple's fundamental price has been shifted $7 more from $19 to $26).
Well, the current price makes everybody happy because the fundamental
value has been established and higher for long holders, the dip of
price from $29 to $23.25 makes short sellers either made a fortune or
recovered back some losses depending how they maneuvered their
positions.
Good luck to to all.
IMHO
Phil C. Lee |
