Originally Posted by anantksundaram
If a company does not a have a 5-, 7-, 10-year roadmap and broad investment plans under likely scenarios within that roadmap, they would be stupid or naive or both. Apple is neither.
Jobs easily had that kind of vision. (Think about how long the iPad took to come to fruition, despite the fact that its development started before that for the iPhone). The market needs to believe that Cook can project that kind of vision, and not just talking points and platitudes.
And if anyone thinks that Jobs, Cook and Ive don't have a long range plan for the world, then they are stupid, naive or both.
The market IS stupid and naive in this sense. To the extent it wants Apple to behave like Samsung, it shows its ignorance of the way Apple works.
Tim Cook has been relentless in sticking to the mantra, Apple's determination to focus on its simple goal of "making great products for people" that they didn't know they wanted or needed, and are in fact insanely great, etc. You know and I know that Jobs and Ive had a roadmap and that they imparted it to Cook (if they even had to; I'm sure he gets it just fine).
This is too simple and too subtle for the market to grasp. You want Cook to lay out the road map explicitly. I'm sure they talk this over all the time, and I'm thinking that they will throw out something for the sheep next week, and that's about all your going to get. It is just too dangerous for Cook to be pandering to the market the way Bezos has to. ("We're Apple. We don't even own suits.") It would signal weakness and insecurity like nothing else could.
If you don't listen or believe what I've already told you, says Cook, that's your problem. If you think I'm just talking in platitudes, just wait. You'll eat those words. (That's him talking, not me. Just the way i'd write the script, for what it's worth.)