Tim Cook Should Be Replaced by Jon Rubenstein: Analyst says


Septembersrain

Contributor
Dec 14, 2013
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Texas
I don't share his opinion at all. Though I do think that my opinion will be more concrete on the unveiling of the iPhone 6.
 

jeremysteele

macrumors 6502
Jul 13, 2011
416
151
What do analysts know?
They know how to cash their paychecks :D

Ba Dum Tsh.

Anyway - its an interesting thought - but unnecessary. They are doing just fine currently, granted the stale product cycle will come to bite them in the rear in a few years if they don't fix it.

Regardless of what Apple does - at this point they are like Microsoft of the 00s. Their stock will remain the same - regardless of performance. They could release a mind reading device that will revolutionize the world, and their stock will remain the same and the "analysts" will still say Apple needs a new CEO.
 

gto55

macrumors 6502a
Original poster
Mar 14, 2010
648
0
Tel Aviv
what do you think of his comment concerning J. Ive, who was responsible of Forstall and Rubinstein departure or side-lining ?
His last works with IOS7
proves he's not untouchable as some pretend to, meanwhile many company produces nice hardware or software without J.Ive...
So, should Apple focus all his design line on one guy advice, a man who doesn't do in fact all the job ?
 

7thson

macrumors 6502a
May 13, 2012
660
298
Six Rivers, CA
There are two problems with this suggestion.
1st: it's from an analyst.
2nd: that "analyst" is Trip Chowdhry. The man has been predicting Apples demise for a while now. It's his bread and butter. He'll keep making noise until a shred of one of his predictions comes true, then he'll do a victory tour on talk shows that'll have him. As far as J. Ive goes, I notice his title is no longer hardware and software interface. Just design. Hopefully he's letting software engineers have more latitude and sticking to his area of expertise.
 

aristobrat

macrumors G5
Oct 14, 2005
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Rogifan

macrumors Core
Nov 14, 2011
20,752
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what do you think of his comment concerning J. Ive, who was responsible of Forstall and Rubinstein departure or side-lining ?
His last works with IOS7 Image proves he's not untouchable as some pretend to, meanwhile many company produces nice hardware or software without J.Ive...
So, should Apple focus all his design line on one guy advice, a man who doesn't do in fact all the job ?
You really think the guy has that much power? If yes, who gave it to him? There can only be one answer: Steve Jobs.
 

ApfelKuchen

macrumors 68040
Aug 28, 2012
3,185
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Between the coasts
Sell-side analysts are little different than buy-side analysts. Like a broken analog clock that is correct twice a day, they have just enough victories to give the impression of accuracy. Ignore the missed predictions, keep only the good stuff.

On the logic of it all? What has Rubenstein done since Apple to tell us he'd be better than Tim Cook? Is he running a company the size of Apple? Did he rise to lead all of HP (and reverse its fortunes)? No. Chowdrey's argument is that, once upon a time, Apple did some great things while Rubenstein was at a (much smaller) Apple. Most people give Steve Jobs credit for what happened then. Strip away the myth, and truth is always somewhere in between. The leader gets the victory, the troops shed the blood.

All this really boils down to is "The Search for the Next Steve Jobs," which is a pointless exercise. Few companies are able to replace their visionary founders with another of the same, either in the short term or the long. After Walt Disney died, the company stumbled through a 20-year period of uninspired management. However, the CEO who put the company on its feet was not an artistic genius; Michael Eisner was a superlative entertainment executive, a "suit," and his very able successor, Bob Iger, also a suit. The Walt Disney Company is now something that even Walt could never have imagined.

Leadership naturally includes the ability to inspire and motivate the troops - the infantry needs to believe the man/woman on the horse has remarkable qualities, or they just sit in the trenches. That almost always requires a bit of myth-making. But leading a huge enterprise also requires the technocratic skill to understand how a complex enterprise works and to keep that machine humming. Tim certainly has the latter. The myth-making may be all that's missing, and myths are rarely made overnight.

Inside the Disney company's theme park division, the Michael Eisner Myth was built around the development of a single theme park attraction - he behaved in a very demanding, uncompromising, Walt-like manner, and the word got around. He never behaved quite that way again, but he didn't have to.

Tim Cook most likely needs the successful launch of a cool new product (not a new model of an existing product) to begin building his own legend. A few tales "leaked" from product development meetings, excitement generated by his Keynote, etc. If the product succeeds, Tim's legend will be off and running.
 

vvswarup

macrumors 6502a
Jul 21, 2010
537
211
It's okay if Trip Chowdhry thinks Tim Cook is doing a bad job as CEO and feels someone else would do a better job. But what possessed him to think Rubenstein would do a better job than Cook?

Rubenstein was at the helm of the Palm Pre and HP TouchPad, both of which were now stellar products. Rubenstein has not spearheaded the launch of a single blockbuster product. What makes this analyst think Rubenstein would do a better job than Cook. He's just embarrassing himself with such asinine statements.
 

chown33

Moderator
Staff member
Aug 9, 2009
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Pale blue comma
Rubenstein was at the helm of the Palm Pre and HP TouchPad, both of which were now stellar products. Rubenstein has not spearheaded the launch of a single blockbuster product. What makes this analyst think Rubenstein would do a better job than Cook. He's just embarrassing himself with such asinine statements.
You say that like it's a first for Trip Chowdhry. Look at the guy's history. You can basically count on this: "If it sounds idiotic, and it was said by an 'analyst', and it's about Apple, then it's from Trip Chowdhry." As a rule of thumb, I have yet to see it fail.
 

The Doctor11

macrumors 603
Dec 15, 2013
5,907
1,291
New York
What do analysts know?
They don't do anything, they just give opinions about what others are doing or not doing
I agree. I think Tim Cook is great and I don't want him replaced. And Jobs picked him if someone was better for the job they would have been picked I'm sure.
 

vvswarup

macrumors 6502a
Jul 21, 2010
537
211
You say that like it's a first for Trip Chowdhry. Look at the guy's history. You can basically count on this: "If it sounds idiotic, and it was said by an 'analyst', and it's about Apple, then it's from Trip Chowdhry." As a rule of thumb, I have yet to see it fail.
I know it's not a first for Trip Chowdhry. It's just that I can't understand how Chowdhry doesn't realize that all he's doing is embarrass himself.
 

chown33

Moderator
Staff member
Aug 9, 2009
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I know it's not a first for Trip Chowdhry. It's just that I can't understand how Chowdhry doesn't realize that all he's doing is embarrass himself.
Or he has a different reason than the visible one. Look under 'ulterior motive'. What that might be I don't know.

Maybe he thinks any publicity is good publicity. Maybe someone is paying him for these predictions. Maybe he's somehow reaping some other reward. When it comes to analysts, "Follow the money".