只有喬恩?魯賓斯坦出任CEO才能救蘋果嗎
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????如果你跟進蘋果（Apple）賣方分析師的時間夠長，你就會知道他們最愛聊的話題。 ????Piper Jaffray的吉恩?蒙斯特最愛聊的是蘋果電視。Bernstein的托尼?薩科納吉常常掛在嘴邊的是蘋果公司的現金儲備。而Global Equities的特里普?喬杜里最常提及的則是喬恩?魯賓斯坦。 ????沒錯，就是喬恩?魯賓斯坦。因為在開發蘋果iPod便攜式音樂播放器中發揮的關鍵作用，魯賓斯坦在維基百科上被稱為“Pod之父”。自從2006年離開蘋果公司以來，魯賓斯坦參與開發了一系列備受矚目的產品，包括Palm Pre和惠普（HP）TouchPad。目前，魯賓斯坦是亞馬遜（Amazon）董事會的一員，而且據喬杜里稱，魯賓斯坦在亞馬遜Fire TV的開發中扮演了關鍵角色。 ????事情是這樣的：喬杜里希望由喬恩?魯賓斯坦接替蒂姆?庫克出任蘋果首席執行官。喬杜里對這一話題執著已久。他去年夏天首次提出了這個說法，一直到現在也沒有放棄。 ?????喬杜里在消費者新聞與財經電視頻道上亮相 ????2013年7月7日，喬杜里在致客戶的報告中寫道：“現在由蒂姆?庫克和皮特?奧本海默帶領的高管團隊破壞了蘋果的股東價值。有人建議蘋果組建新的高管團隊，由喬恩?魯賓斯坦出任首席執行官，（蘋果前首席財務官）弗雷德?安德森擔任首席財務官。他們兩人都曾在蘋果創造了極佳的股東價值。” ????? 喬杜里2014年1月舊話重提：“我們仍然認為，由喬恩?魯賓斯坦出任首席執行官、弗雷德?安德森擔任首席財務官能使蘋果更貼近史蒂夫?喬布斯（執掌下）的蘋果，因為他們二人以及史蒂夫?喬布斯是當年使蘋果公司扭虧為盈的關鍵人物。 ????? 今年3月，喬杜里又說：“為了防止進一步破壞股東價值，蘋果公司應盡快換掉現任首席執行官和首席財務官。喬恩?魯賓斯坦（iPod之父）擔任首席執行官、弗雷德?安德森出任首席財務官可能是重振蘋果的黃金組合。 ????? 今年4月，喬杜里再次說道：“只有喬恩?魯賓斯坦出任蘋果首席執行官，才能令蘋果重振雄風。 ????? 上周日，在一份19次提及魯賓斯坦的報告中，喬杜里寫道：“一致的看法是，蘋果沒有能力理解目前的競爭形勢，而且缺乏推出新產品的遠見和能力；而喬恩?魯賓斯坦知道需要做哪些事情，而且有能力去實現。” ????好吧，喬杜里先生。我們明白您的意思了。（財富中文網） ????譯者：項航 ???? |
????If you follow the Apple (AAPL) sell-side analysts long enough you get to know their hobbyhorses. ????For Piper Jaffray's Gene Munster it's Apple television. For Bernstein's Toni Sacconaghi it's Apple's cash hoard. For Global Equities' Trip Chowdhry, it's Jon Rubinstein. ????Yes, Jon Rubinstein, whom Wikipedia calls the "Podfather" for his role in developing Apple's portable music player. Since he left Apple in 2006, Rubinstein has had a hand in a series of high-profile products, including the Palm Pre and HP TouchPad. He currently sits on the board of Amazon (AMZN) and was, according to Chowdhry, instrumental in the development of Fire TV. ????Here's the thing: Chowdhry wants Tim Cook out as Apple CEO and Jon Rubinstein in. And on this subject, Chowdhry is like a dog with a bone. He first raised the idea last summer and hasn't let go. ??????Chowdhry on CNBC ????"The current executive team led by Tim Cook and Peter Oppenheimer have destroyed the shareholder value at Apple," he wrote in a July 7, 2013, note to clients. "Some are suggesting a new executive team with Jon Rubinstein as CEO and [former Apple CFO] Fred Anderson as CFO. Each of them have a proven track record of creating outstanding shareholder value at Apple." ????? He raised it again in January 2014: "We still think Jon Rubinstein as the new CEO and Fred Anderson as the new CFO could bring Apple closer back to Steve Job's (sic) Apple, as these two individuals along with Steve Jobs were instrumental in turning Apple company around." ????? And again in March: "To prevent further destruction of shareholder value, Apple's CEO and CFO need to be replaced sooner rather than later. The team of Jon Rubinstein (Father of iPod) as CEO and Fred Anderson as CFO, may be best to revive Apple." ????? And in April: "Jon Rubinstein, as the new CEO of Apple, is the only one who can revive Apple." ????? And once more on Sunday, in a note that mentioned Rubinstein 19 times. The "converged view," he wrote, "is that Apple does not have the capability to understand the competition and lacks the vision and ability to deliver new products; Jon Rubinstein understands what needs to be done and has the ability to deliver." ????Okay, Mr. Chowdhry. We get the message. |
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