[Tim Cook's] position at Apple was to do the things Steve didn't want to do and to never be a threat to Steve, which means he likely is everything St… - Rob Enderle

Apple's a company whose valuation is based on the fact that they've got recurring, blockbuster products, that the, the lack of those, of late, is just killin' 'em.

I was recently at a meeting of analysts and vendors, and got into a conversation about Apple with one of the ex-Apple executives at the meeting. I got the sense that Tim Cook was hired because he was good at everything Jobs didn't like to do, and Phil Schiller was basically Jobs' internal fan club chairman. In other words, you really don't have a viable company without someone doing what Jobs did.

If [Apple's watch] bounces, folks will begin to lose faith. ... watch the iWatch execution. That'll tell you whether this is a rebirth or the beginning of the end.