The components of my long-term bear case on Apple continue to come together. It's a narrative we'll look back on but it won't seem funny. Apple is dying right before our eyes.
And Tim Cook is killing it or, at the very least, he's a helpless, well-intentioned and ultimately innocent bystander standing by the side of the road watching the iCar careen uncontrollably off a cliff.
I can think of so many Bruce Springsteen lines to bring to life what's happening here. They all come from the introspective, melancholy segments of his vast catalog.This is how I feel. Yeah, it's selfish and somewhat insensitive, but hear me out.
Blame it on the truth that ran us down you can blame it all on me Terry/It don't matter to me now when the breakdown hit at midnight/There was nothing left to say but I hated him and I hated you when you went away (from "Backstreets").We're watching Apple die. I feel as warped and messed up for saying this as it sounds, but it's all Steve Jobs's fault for dying on us. There was and is nothing Tim Cook could do anyhow. Some perspective: Who cares if Apple dies? In the grand scheme of things I really don't. When I think of Steve Jobs dying of cancer, I think of my mother-in-law, who, one year ago this past weekend, lost her life to the disease. That's what matters. That's the stuff to get serious and really angry about. The feeling I feel when I think of Gina being gone cuts to the core of how you feel when somebody you always expected to be around is no longer around. It's not right. Life isn't fair. Sometimes it sucks. You can't explain it. To deal with the pain of life's hardships, we find ways to cope. I listen to Springsteen. You have your own therapeutic mechanisms, I am sure. To carry on in a state of something better than depression, we find things that interest us. We get all passionate about them. Things that, again, absolutely mean nothing in the grand scheme of things, yet we treat them with the seriousness and intensity of a seemingly impossible cancer fight. Things like sports (Leafs/Habs tonight in Toronto! #GoLeafsGo!). And ... things like Apple. Hopefully I have succeeded in creating an understanding -- or at least a tolerant, open-minded acceptance -- of why I treat this subject matter the way I do. Simply stated, we subscribe to relatively unimportant things to be way over-the-top passionate about because it helps us cope or, at the very least, persist with what we think are better, more full lives.