Tim could take some natural conversation lessons
from Cheryl Sandberg and the other guy from Facebook as they were interviewed on CNBC just now. I don't invest in Facebook as I never took to the product and thought Zuckerberg to be a dope.. But I'm starting to understand the investment thesis there. Watching Sandberg and the other guy, they came across as human. As professionals with good answers. Her Super Bowl every day didn't come across as "Fantastic" and Life changing" because the viewer could understand her referring to the number of eyeballs each day. It was kind of hyperbolic, but had an element of specificity to it.
I'm not selling my AAPL to buy Facebook. Just that it was one of those lightbulb moments of what Tim is lacking. On CNBC he had notes on the floor, and then on the Indian interview, I could see the same glaces at his floor notes.
Tim needs to find a face of AAPL. I'm comfortable with Tim being the CEO, so far. Slight unease and impatience, but I think he's bought some time to have a lull. But I'm definitely not thrilled with Tim as spokesman or the Face of Apple. Whatever happener to the Hair Apparent? A few presentations back, it looked like Federighi would be that face. Polished, smooth, competent, confident. Seemed like a good fit for that role. Almost like nick Woodman but without the used car saleman vibe ;-)
At some point, unless Apple does a complete enterprise pivot, Old Man Tim isn't going to be giving off hip and cool vibes anymore. The CEO doesn't need to be the face. And if Tim sticks around, having Tim as the face could become a bigger problem.
Just some rambling here. |
