Marc,
What Dr. Gil's failures are Job's successes. Dr. Gil's weakness is
Job's strength, such as Dr. Gil's hesitation vs. Job's strong will.
Gil needs three years to turn around the company, while Job only
needs six months. Gil cannot remove cloners who created noises,
while Jobs eliminated them in a short time. Gil bought NeXT to
rescue his weak quarter-to-quarter reports and needed Job's advises,
which of course will result in today's situation. Overall, very few
Wall Street's analysts have patience to wait three years as he
requested. As I mentioned very earlier, he should have shortened his
required time for turning to profits, but I think he still
stubbornly believed he can finished his three-year tenure.
Apple needs a stonger leader like Jobs with little hesitation on
any decisions and with a stronger BOD team. The positive results have
gradually revealed.
By the way, Japan has sold 10b+ of U.S. dollars last Saturday to
defend their currency, the exchange rate was lowered from 133 yen to
128 yen to 1 U.S. dollar, which will benefit to Apple's revenue in Q3.
Phil |
