yet another steve

It's No Big Deal That Apple Is Pulling Out of Macworld

Macworld: Having an arbitrary keynote date expecting a big announcement isn't a good thing. Apple is firing on all cylinders and really needs to work on NOT announcing/shipping before things are ready. And Apple can get all the attention it needs from the press/blogosphere whenever it is ready to announce something.

SJ: At first I was concerned. But SJ gives great keynote because he invests a lot in the presentation. Not worth it if there isn't big news. In fact, having SJ give a presentation without big news just sets everyone up for a letdown. And Apple really tries to underpromise.

For a typical CEO a 2 hour presentation takes 2 hours. For SJ, it is days of presentation.

And yeah, your #1 marketing guy ought to be able to give a keynote.

Now they can bring Steve out for emphasis... like pointing out that non-GAAP accounting (meaning iPhones booked as if a mac or an ipod) DOUBLED the GAAP results. It was stunning.... yet most of Wall St is still valuing AAPL on GAAP P/E. Totally misses the iPhone. Steve needs to come out and do the next earnings call as well.