Jim,
Watching 20/20 yesterday regarding Bill Gates life, concerns, DOJ
battle, as well as his future forecast, I have the feeling that if
Jobs had not left Apple 14+ years ago, he probably had changed the
Apple's current situation. The key factor to any company's success
is heavily counted on CEO's determination, decision, and vision.
There have been through several CEOs since Jobs left in '84, however,
those three components within CEO's mind seem weaking as a result of
today's Apple. I can say Job's in-time stepped in, along with
Ellison's significant help probably would make Apple turn around this
time. Job's determination has turned Apple into profits in six months
since he acted as interim CEO. I think this is his will to make that
happen, and is a very important psychological break through for
himself and anybody who attaches to this company. I wouldn't say
there will be another significant net improvement in Q2, but I bet
it will be another victory in Q2's revenue/net income. The reason is
simple - because Jobs wants it to be. Sometimes, the will can drive
anything beyond any beliefs, besides the fundamental of Apple is the
strongest in two years.
Whether Jobs will become permanent CEO will boost stock and confidence
in the short term. As long as he still steer and control Apple's
future, Apple will show brighter results in the months to come and
the patient and loyal investors will get what they are waiting for.
Phil |
