<< Alomex, at what price would you be a buyer now? >>
When IBM looked into Apple's books they offered $44. A year and a half later, Sun took a peak and it offered $23, just recently Ellison, who is Steve Jobs chum offered $13. We should draw a lesson from this.
Say, Gil Amelio was a bad choice. He took some much needed steps but he bungled quite a few others; such as rejecting takeover bids, not firing enough people from day one, making bonuses depend on single quarter performance, screwing up demand forecasts, bringing Steve "reality-distortion-field" Jobs back in an undefined role, overpaying for Next (IMHO it wasn't worth $200 mill, let alone $400 mill).
Thus I'd be very reluctant to pay more than those $13 until we see who is the new CEO (I agree with the analyst who said that after four screwy CEOs the problem is with the board).
Also, I want to have a closer look at Rhapsody before I pay over $13. What is NextStep: a cleaned-up Unix with a GUI or the OS for the next century? For example does it have database services built in? An intuitive command line interface that is not UNIX? A "control panel" and system utilities powerful for the sys admin? I could go on, but this is the kind of stuff I charge for when doing consulting :-) |
