Saturday, May 16, 2015

THE MAN: GENIUS AND SICKNESS

Steve Jobs did a terrific job of pulling the company he started two decades ago up by its bootstraps when he rejoined in 1997. But investors in Apple Computer are still not giving him the benefit of the doubt. Witness the spectacular $8 billion plus wipeout of market value following the surprise warning about fourthquarter and 2001 earnings.

Apple certainly deserved a spanking for ambushing the market. Yet the extent of the punishment shows investors are not taking it on faith that the earnings shortfall is a simple “speedbump,” as Jobs called it. They may be right. Apple said sales to students, a big market for its products in September, were well below expectations. Since students tend to be more fashion conscious consumers, that may signal waning interest in the funky iMac and Cube models that have been the company’s recent salvation.

In a sense, Apple finds itself a victim of its own fashionable success and must now work furiously to keep its products looking cutting edge. If it fails, it could lose a hard core of customers, namely students, who the company is relying on as its next generation of users. Should the trendy computer geeks abandon Apple, the company's share certificates risk becoming collector’s items alongside its first Macintosh.

Published Sept. 29, 2000

MISSED OPPORTUNITY
By Rob Cox

Steve Jobs may be a visionary when it comes to technology, but his financial foresight may not be so keen. Sure, his stake in Pixar Animation Studios, which Walt Disney is reportedly interested in acquiring, is currently worth around $3.6 billion. This is not a bad return on the roughly $60 million Jobs pumped into the business. And he is set to receive a windfall of nearly $800 million when his 10 million shares in Apple Computer vest in March. Yet had Jobs not exchanged a much bigger chunk of underwater stock options for these shares a few years back, he would now be sitting on an Apple fortune worth nearly as much as his Pixar pile.  

In July 1997, Jobs returned to the floundering computer business he had cofounded two decades earlier. A few months later, rival computer mogul Michael Dell sneeringly suggested that Apple be closed down and its cash returned to shareholders. Last week, when Apple's market capitalisation for a brief moment surpassed Dell's, Jobs gloated that his rival hadn't been "perfect at predicting the future." Yet Jobs himself wasn't much better at anticipating iPod mania and the extraordinary revival of Apple's fortunes.  

In early 2000, as the tech bubble was reaching its peak, the Apple boss received a controversial stock options package worth around $548 million, according to company accounts. This 40 million splitadjusted options package had an exercise price of around $22. In 2002, Mr. Jobs received another package, with 15 million stock options sporting an exercise price of around $9. After these grants, the Apple share price declined precipitously.  

That's when Jobs lost his nerve. In March 2003, as the stock hit a near 5year low of around $7.50, Jobs traded in his 55 million underwater options for a less risky but smaller package of restricted stock, then worth $75 million.  

In retrospect, Jobs, who declined to comment, couldn't have chosen a worse time to exchange his options. Apple's shares are currently trading at around $80. True, the restricted stock is valued at more than 10 times its original value. But the options which Jobs divested would be now in the money to the tune of more than $3.3 billion. So he effectively kissed goodbye to $2.5 billion.  

Still, Jobs has his $3.6 billion Pixar stake for consolation. The only real loser is that other Californian visionary, George Lucas, who sold him the company that became Pixar for $10 million in the first place.


Published Jan. 20, 2006

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