Add this situation to Cook capitulating to shareholder demands, David Einhorn controlling the conversation around these demands, MappleGate and other assorted examples of softness and ineptitude and there's no doubt that If Steve Jobs Were Alive He Would Fire Tim Cook.
It's one thing to focus on the long term and not manage to the stock price; it's entirely another to sacrifice the stock price thanks in part to changes you have no business or sensible reason to make. Steve Jobs was unorthodox. Clearly though surprisingly, Tim Cook cannot quite grasp why he was so effective.
The method to Jobs' madness was the key to Apple's success.