Finally the man who always, has good things to say about tech.
"Executives say steve in serious denial about his health"
This says to me that he has gone to that holistic health thing, hoping for a "miracle".
I wouldn't touch AAPL
I say we see aaple at 30-50...
Now it always surprises me how screwed up the street can be on technology issues.
the idea that yahoo will sell search..... That is like saying RIMM will sell it's mobile phone division.
I do hope steve lives a long and healthy life.
Very plausible explanation of Steve Jobs situation... although it's dated last July, I think it's still appropo:
ReplyDeletehttp://scienceblogs.com/insolence/2008/07/whats_wrong_with_steve_jobs.php
Bottom line: he'll likely be fine.
That was interesting..
ReplyDeleteStocks trade on PEG... and Psycological "G".
It's like Microsoft, they have to do something Better than windows, Just re-releasing the same thing every 4 years isn't growth.
So.. Aaple has to do something new... something newer and better than the "jesus phone"... Other than that it's all stagnation and downside.
This is a nasty headwind for tomorrow...
On further meditation... or what one may call "reflection while watching NCIS"...
ReplyDeleteI dispute this, not the assessment you pointed to...
Jobs has to be lying to the board, as the leader of a "cult of personality"... ??? "company of personality"..... Well they couldn't question him. So, he had to give some reason to them about not wanting do do mackworld, They came up with some Lie, that wasn't working... and the lie has escelated... but it's escalated on the board... They are trying to come clean, because of the liability... But jobs refuses to answer the board....
Which is why we have the current Debachle....
and so is my supposition....
They will have to come clean Quick
Not that you had anything for me to dispute...
ReplyDeleteI do hope he is fine. The way they have played this, points to bad things....