苹果内忧外患: 谁导演了驱逐库克船长闹剧‘天博tb·综合体育’

The last time we wrote about Doug Kass -- a small hedge fund manager with a large presence on CNBC -- it was to document a neat little trick he played on his Twitter feed in February, the day before Apples annual shareholder meeting.我们上一次提及道格卡斯还是在今年 2 月，苹果年度股东大会的前一天。卡斯是一家小型对冲基金公司的经理，在美国全国广播公司财经频道（CNBC）甚有影响力。当时那篇文章提及了他在Twitter上玩的一个小把戏。

Apples (AAPL) share price was down and Kass was long the stock. He tweeted a rumor that the company was about to announce a split, the stock went up, he sold his shares at a profit, tweeted that the rumor was baseless and then spent the rest of the day hurling insults at his critics. (See A day in the Twitter life of Doug Kass.)当时，苹果（Apple）股价暴跌，而卡斯正在做到多苹果股票。他在Twitter上公布传闻称之为，苹果将要宣告拆分。不受此消息影响，苹果股价经常出现下跌，而卡斯在盈利之后之后挤兑了持股票。

他随后又公布消息称之为传闻并无依据，随后遭了大量谴责。（参看道格卡斯在Twitter上的一天。）Well, Kass is at it again. On Sunday, citing the same Gnome that was the source for his stock split story, he tweeted:如今，卡斯又故伎重施。

他援引与其股票拆分传闻为同一个消息来源的“Gnome”的众说纷纭称之为：Kass, it turns out, is not alone in suggesting that the solution to Apples woes on Wall Street is to fire its CEO. Weve been hearing whispers to that effect from disgruntled shareholders for weeks, but now -- two days before Cook is scheduled to report Apples March quarterly earnings -- theyve come to the surface.为了讨好华尔街，苹果应当炒掉库克，所持这种观点者某种程度只有卡斯一个人。数周以来，反感的股东们都在私下议论纷纷，大体意思都是拒绝库克辞职。如今，距离苹果公布 2013 财年第二财季财报还有两天，这些不满情绪正在浮出水面。

And whos doing that? Lets take a look:我们来想到释放出这些风声的都是谁：Weve got the tweet from Doug Kass, whose main Apple-related claim to fame was to publish his Bear Case for Apple the day before the stock began a nosedive that lopped $300 billion off the market cap of the worlds most valuable company.我们早已告诉了道格卡斯通过Twitter公布的消息。而确实使他倍受注目的是在苹果公司股票下跌，使这家全球最有价值公司市值大跌3亿之前，他所公开发表的《看跌苹果》一文。Weve got The impossible task of fixing Apple by Rob Enderle, a consultant for Dell (DELL), Microsoft (MSFT), Hewlett-Packard (HPQ) and others, who has made a career of bad-mouthing Apple in print and on TV. (For background on Enderle, you can start with John Grubers 2003 Putting the anal in analyst.)著名科技行业顾问罗博恩代尔编写了一篇为题《修缮苹果，不有可能已完成的任务》的文章。

他是戴尔（Dell）、微软公司（Microsoft）和惠普（Hewlett-Packard）等公司的顾问，长期以来仍然在纸媒和电视上唱空苹果。（关于恩代尔的背景资料，可从2003年约翰格鲁布的《挡住‘大嘴分析师’的嘴》一文开始查询。

）Weve got Sundays Is Apple Looking For A Replacement For CEO Cook? in Forbes.com, the online arm of a once-respected business publication whose experiment in what it calls incentive-based, entrepreneurial journalism has led to what Macworld calls a relentless clown show of anti-Apple contributors.《福布斯》网站上周日刊出了一篇为题《苹果否正在找寻 CEO 库克的接班人》的文章。作为一家商业期刊的网络版，这个网站一度倍受尊敬。不过这篇文章被 Macworld 杂志谴责为“代表反苹果作者的小丑演出”。Make no mistake, the people who want Tim Cooks head on a spike are not friends of Apple. As far as I know, he still has the deep respect of the analysts who know the company best and -- most important -- the confidence of the board of directors who granted a million restricted shares of Apple as an incentive for him to stick around for at least a decade.毫无疑问，期望库克辞职的投资者并不是苹果的朋友。

据我所知，理解苹果的分析师对库克依然十分认同。更加最重要的是，苹果董事会向库克获取了 100 万股有限股，作为更有库克回到苹果的鼓舞措施。

它反映了董事会对库克的信心。For the record, Apple is still trading higher today than it was when Cook replaced Steve Jobs. The forces that drove the stock up to over $700 and then down to below $390 seem to me to have more to do with a dysfunctional securities market than anything Cook has done as CEO.目前，苹果股价仍低于库克接任乔布斯兼任苹果 CEO 时的价格。

我指出，苹果股价下跌至 700 多美元，随后回升至 390 美元，更好的是因为股票市场的机能紊乱，与库克兼任 CEO没什么关系。The market is crying uncle and something has got to give, says Oracle Investments Laurence Isaac Balter, who has been banging the Cook must go drum for weeks.投资公司Oracle Investment 的劳伦斯艾萨克巴尔特过去几周中仍然在提倡“库克必需离开了苹果”。他说道：“市场早已战败，必需有所作为。

”If a stock rally hits on this rumor before earnings it will be a sign for sure.“如果在财报公布前股价不受这一传闻性刺激经常出现下跌，那么将是认同的信号。”Now thats rich.这可真够无厘头的。UPDATE: Rocco Pendola, who blows hot and cold on Apple, weighed in to say hes been publicly lobbying for Cooks ouster in his column on The Street since last Wednesday, including a piece Monday morning that called the decision to recommend Cook as CEO the worst decision Steve Jobs ever made.最新消息：对苹果的态度仍然摇摆不定的著名投资人洛克彭多拉也在 The Street 网站的专栏上公布消息称之为，他从上周三开始仍然在公开发表游说苹果驱赶库克。他在本周一的一篇文章中回应，自由选择库克作为 CEO 是乔布斯一生中仅次于的决策犯规。

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