He once said of Cook, he is not a product-Steve Cook-IT information
On CNBC television on Tuesday of the make money fast (Fast Money) program, former Apple CEO yuehan·sikuli (John Sculley) joined in by telephone to our seminars, Apple has been the top not to express his views.
Many of us practice Scully on Twitter scoffed at. After all, in 1985 it was he who fired company founder Steve Jobs (Steve Jobs). Most of the Tweets like: "no one cares about Scully's view, he nearly destroyed Apple. ”
However, this conception of some kind, though we all know that Steve jobs is a unique visionary, but most of the time in his career is really do a good CEO? The early 80, Steve served in Apple (as CEO)--Despite some significant success in 1984 Macintosh during step by step--led the company into financial straits, no doubt that. His NeXT (which he founded in 1985 after leaving Apple computer company) are not as magic as portrayed in the book and movie. As a consultant until 1997, jobs back and eventually served as CEO (then Apple to buy NeXT for $ 429 million, in fact, both sides are exhausted), made a legend.
Yes, Scully was a failed Apple CEO, Apple abandoned for more than 10 years under his leadership. Steve jobs when he was CEO for the first time, too. As we all know, Steve for many years after the iMac, iPod, Macbook, iTunes, iPhone and iPad to save Apple. But if Scully did not get jobs to step down (1993, Scully was fired, followed by two former CEO was unable to turn things around), this may not happen, at least save Scully fire until it finally "talent acquisition" jobs and NeXT.
Turning back to the television. Although I don't agree with Scully saying Apple revenue of 200 billion-dollar companies can turn corruption into magic (even in Silicon Valley), but he's on Facebook CEO Mark Zuckerberg (Mark Zuckerberg) at the F8 Developer Conference which has just been published view of the 10-year plan, raised my thinking on development blueprint.
My point is (and I threw to Scully questions), and now investors are worried about Apple hit a creative wall (only incremental upgrade iPhone, iPad growth, Apple Watch sales tepid services infiltrate slowly), no new products fill a gap in iPhone sales, product very likely erode with multiple categories (cannibalization), Only simple product vision that are looking to the next decade may arouse the enthusiasm of investors. Apple how clouds, automotive, smart home/living/Internet, fitness, social media, communication, VR, AI and other fields? Apple for these emerging technologies and others we haven't even thought about how technology is definition of?
For now, Apple gives us are the excessive and inadequate nutrition product releases (such as the March iPhone SE and Apple Watch strap release--wrong, right? ）。 Apple is still trying to emulate Steve product of magic. But the critical question is, last paragraph of Apple products--iPad, is Steve Jobs launched six years ago. Of course, since 2011, Cooke served as CEO since the company's sales doubled from 100 billion dollars to the fore. But more than 100 billion is part of the 10 jobs plan. Cook in jobs contributed before her death and later he also reputedly, in fact even for meilisha·meiyeer (Marissa Mayer) is also able to carry out his ambitious plans (iPlan).
The obvious question, Steve Jobs no longer appeared on the stage, which means his reality distortion field does not exist, even if most of the sell-side analysts, financial media and retail investors remain in the jobs ' spell. No more amazing products. Originally used to protect a great product ideas are now being used to protect the secret of no new ideas.
If I'm going to invest in the current cyclical downturn Apple, first of all, I would like to better understand Apple's long-term vision. In the past few days, the company accounted for its reliance on a hardware product sales two-thirds investors suffered huge losses. Scully agrees.
My view has led to a number of those whom I love and respect back, such as a technology reporter qiaoen·Fute CNBC (Jon Fortt) on Twitter, saying "this is what I have long heard about Apple's stupid idea. ”
But if my forecast for the average price of the Apple iPhone (by India in growth markets such as adverse factors such as gross profit margin and pricing), then my opinion might become crucial. If the average selling prices for iPhone, convey a more long-term vision is especially important, because in terms of products, still on this planet for Apple "mysterious" product upgrades and said people seem to only science and technology journalists and tech bloggers, I've come to believe that they are filled.
Apple shares hit a record high since last spring has been steadily declined after (all the way down to 30%, while the standard and poor's 500 index remained the same) is not a coincidence. Huge market from mature markets evaporated Smartphone replacement cycle slowdown, as well as in India and other emerging challenges to maintain profit growth market. Although the company has a lot of free cash flow, a perfect and impressive worst performance valuation on the balance sheet (dirt-cheap valuation), but the relative weakness was still evident.
Finally, by Walter Isaacson (Walter Isaacson) wrote the authorized biography of the sentence in the biography of Steve jobs. In the book, he described his successor Tim Cook (Tim Cook), "he is not a human product. "Scully is not.
Helm and Steve jobs is Apple now, more like yuehan·sikuli. Investors fed up with it. It may need to be more transparent way of expressing its own vision of the future. Time is running out, it is regrettable that, Apple Watch there is no clock ticking to remind Apple.
乔布斯曾这样评价库克，他不是搞产品的 - 乔布斯,库克 - IT资讯
上周二在CNBC电视台的《快速赚钱》（Fast Money）节目中，前苹果CEO约翰·斯库利（John Sculley）通过电话连线中加入了我们的讨论会，就苹果公司是否已巅峰不再发表了自己的看法。
Twitter上许多人对我们连线斯库利的做法嗤之以鼻。毕竟，1985年正是他解雇了公司创始人史蒂夫·乔布斯（Steve Jobs）。大部分的推文诸如此类：“没人关心斯库利的看法，他几乎毁了苹果。”
然而这种历史观有些醉人，虽然我们都知道史蒂夫·乔布斯是一位独一无二的远见者，但他在职业生涯大部分时间里真的是一位优秀的CEO吗？上世纪80年代初，乔布斯在苹果任职（作为CEO）期间——尽管1984年Macintosh取得了一些重要成功——带领着苹果公司一步步走向财政绝境，这一点毫无争议。后来他在NeXT（他1985年出走苹果后创办的电脑公司）的表现也没有书和电影里描绘得那样神奇。直到乔布斯1997年作为顾问王者归来并最终担任CEO（当时苹果以4.29亿美元收购NeXT，其实双方都已是无计可施），才成就了一段传奇。
没错，斯库利是一位失败的苹果CEO，在他的领导下苹果荒废了十余年。史蒂夫·乔布斯第一次担任CEO时也同样如此。众所周知，乔布斯多年后以iMac、iPod、Macbook、iTunes、iPhone和iPad拯救了苹果。但如果斯库利没有把乔布斯搞下台（斯库利1993年被解雇，后面两任CEO也无力扭转乾坤），这一切可能也不会发生，至少斯库利保住了火种，直到苹果最终“人才收购”了乔布斯和NeXT。
再说回电视台采访。尽管我不太赞同斯库利说苹果这样营收2000亿美元的公司可以随时化腐朽为神奇（即便在硅谷），但他关于Facebook CEO马克·扎克伯格（Mark Zuckerberg）在F8开发者大会上刚刚公布的10年计划的观点，引发了我对发展蓝图的思考。
我的观点是（也是我抛给斯库利的问题），现在投资者担心苹果撞上了创新墙（iPhone只有增量升级，iPad增速下滑，Apple Watch销量不温不火，服务渗入缓慢），没有新产品填补iPhone销量下滑的空白，多个类别的产品极有可能出现自身蚕食（cannibalization）现象，只有展望下一个十年的简洁产品愿景才可能会激发投资者的热情。苹果怎样看待云、汽车、客厅/智能家居/物联网、健身、社交媒体、通讯、VR、AI等领域？苹果对于这些新兴技术以及其它我们甚至都没想过的技术是如何自我定位的呢？
目前看来，苹果给我们带来的只是生产过度而营养不足的产品发布（比如3月份的iPhone SE和Apple Watch表带发布会——没搞错吧？）。苹果依旧试图模仿乔布斯发布产品时的神奇魔力。但严峻的问题是，苹果最后一款拳头产品——iPad，是乔布斯六年前推出的。当然，自从2011年库克担任CEO以来，苹果公司的销售额从当时的1000亿美元出头翻了一番。但多出来的1000亿也是乔布斯10年计划的一部分。库克在乔布斯去世前贡献良多，后来他也居功至伟，但事实上即便换做梅丽莎·梅耶尔（Marissa Mayer）也能执行好乔布斯的雄伟计划（iPlan）。
问题很明显，史蒂夫·乔布斯不可能再登上舞台了，也就意味着他的现实扭曲力场已然不存在，即便大部分卖方分析师、财经媒体和散户投资者仍中着乔布斯的魔咒。再也没有令人惊喜的产品。原来用来保护伟大产品理念的秘诀现在被用来保护着无甚新意的点子。
如果我准备在目前周期性低迷阶段中投资苹果的话，首先我希望更好地了解苹果的远期愿景。过去几天里，该公司对于占其销量三分之二的一款硬件产品的依赖让投资者损失惨重。斯库利表示赞同。
我的观点引起了一些被我所喜欢并尊重的人的反击，比如CNBC的一位科技记者乔恩·福特（Jon Fortt）在Twitter上说“这是我长久以来听过关于苹果最愚蠢的想法。”
但如果我预测对了苹果iPhone平均售价的变化（受印度等增长市场中毛利率和定价等不利因素影响）的话，那么我的观点也许会变得至关重要。如果iPhone平均售价下降，传达更加长远的愿景就会显得格外重要，因为在产品方面，这个星球上仍然会为苹果“神秘”的产品升级而惊呼的人似乎只剩下科技记者和科技博主了，我开始相信他们其实是装的。
苹果股价自从去年春天创下历史最高值后一直平稳下跌（一路跌了30%，与此同时标准普尔500指数基本没变）并不是巧合。蒸发掉的的巨大市值来源于成熟市场智能手机更换周期的放缓以及在印度等新兴增长市场中保持利润面临的挑战。尽管该公司拥有着大量的自由现金流、完美的资产负债表以及无懈可击的最差业绩估值（dirt-cheap valuation），但相对弱点依然明显。
最后，引用沃尔特·艾萨克森（Walter Isaacson）写的授权传记《史蒂夫·乔布斯传》里的一句话。书中，乔布斯这样形容他的接班人蒂姆·库克（Tim Cook），“他本身不是一个搞产品的人。”斯库利也不是。
苹果现在的掌门人与史蒂夫·乔布斯相比，更像是约翰·斯库利。投资者厌倦了。该公司也许需要更加透明地表达自己的未来愿景。时间紧迫，遗憾的是，Apple Watch却没有时针嘀嗒来提醒苹果。