On Wednesday, TheStreet's Eric Jackson questioned why Forstall sold a ton of Apple stock earlier this year and, seemingly, left potentially hundreds of millions more in restricted stock options on the table.
Jackson, a big AAPL bull, wondered why Forstall sold and, presumably, didn't try to make things work at Apple: Maybe the stock sales did signal Forstall was really upset with how things were going under Tim Cook's leadership in the post-Jobs era.
Look, I don't necessarily agree that this is what went down (and I'm not sure Jackson does either), but it's a question worth asking. If Forstall -- a Steve Jobs 'A' player through and through -- wasn't happy with Cook's direction, is there really something amiss?
It's a bizarro world these days. Heck, TheStreet's Doug Kass made money long AAPL Tuesday. (That's the sign of great trader not allowing long-term conviction to cloud near-term judgment).As an investor, you can't discount or, worse, discard information that doesn't fit with what you want to hear. There's relative chaos at Apple. While Tim Cook's recent housecleaning might have straightened things out, there's an equally-as-strong possibility it didn't. What Forstall says and does next, if anything, might help shed light on the situation. At the time of publication, the author held no positions in any of the stocks mentioned in this article. Follow @RoccoPendola