phil sukalewski

Adding to My GE Position

I fail to buy the claim that GE is a greatly run business - certainly the stock chart doesn't support this for the last 8 years. If all if the systems that Jack Welch put into place were so great, the company would have continued to increase earnings by 10% or more since he left; yet they haven't.

Apple Will Flourish With or Without Steve Jobs

Nice article but I disagree with the opening premise. Disney could be a great prelude to what could happen without Steve Jobs: Walt died in 1966 and Disney had a nice run-up as Disney World came to life, the the stock crashed in the early 70's, as no one with Walt's vision (& more importantly clout) was in control & it was a dead stock for 10+ years until Michael Eisner came along in the 80's.

Jobs has the clout to do what he needs to do without the board second guessing him. Whoever follows Jobs, will not have such a long leash for awhile.

That being said, I do believe that Jobs has utilized the key competencies of Apple to launch the company in a great direction.