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????如果你跟進(jìn)蘋果（Apple）賣方分析師的時(shí)間夠長(zhǎng),，你就會(huì)知道他們最愛(ài)聊的話題。

????Piper Jaffray的吉恩?蒙斯特最愛(ài)聊的是蘋果電視,。Bernstein的托尼?薩科納吉常常掛在嘴邊的是蘋果公司的現(xiàn)金儲(chǔ)備,。而Global Equities的特里普?喬杜里最常提及的則是喬恩?魯賓斯坦。

????沒(méi)錯(cuò),，就是喬恩?魯賓斯坦,。因?yàn)樵陂_(kāi)發(fā)蘋果iPod便攜式音樂(lè)播放器中發(fā)揮的關(guān)鍵作用，魯賓斯坦在維基百科上被稱為“Pod之父”,。自從2006年離開(kāi)蘋果公司以來(lái)，魯賓斯坦參與開(kāi)發(fā)了一系列備受矚目的產(chǎn)品,，包括Palm Pre和惠普（HP）TouchPad,。目前，魯賓斯坦是亞馬遜（Amazon）董事會(huì)的一員,，而且據(jù)喬杜里稱,，魯賓斯坦在亞馬遜Fire TV的開(kāi)發(fā)中扮演了關(guān)鍵角色。

????事情是這樣的：?jiǎn)潭爬锵Ｍ蓡潭?魯賓斯坦接替蒂姆?庫(kù)克出任蘋果首席執(zhí)行官,。喬杜里對(duì)這一話題執(zhí)著已久,。他去年夏天首次提出了這個(gè)說(shuō)法，一直到現(xiàn)在也沒(méi)有放棄,。

?????喬杜里在消費(fèi)者新聞與財(cái)經(jīng)電視頻道上亮相

????2013年7月7日,，喬杜里在致客戶的報(bào)告中寫道：“現(xiàn)在由蒂姆?庫(kù)克和皮特?奧本海默帶領(lǐng)的高管團(tuán)隊(duì)破壞了蘋果的股東價(jià)值,。有人建議蘋果組建新的高管團(tuán)隊(duì)，由喬恩?魯賓斯坦出任首席執(zhí)行官,，（蘋果前首席財(cái)務(wù)官）弗雷德?安德森擔(dān)任首席財(cái)務(wù)官,。他們兩人都曾在蘋果創(chuàng)造了極佳的股東價(jià)值?！?/p>

????? 喬杜里2014年1月舊話重提：“我們?nèi)匀徽J(rèn)為,，由喬恩?魯賓斯坦出任首席執(zhí)行官、弗雷德?安德森擔(dān)任首席財(cái)務(wù)官能使蘋果更貼近史蒂夫?喬布斯（執(zhí)掌下）的蘋果,，因?yàn)樗麄兌艘约笆返俜?喬布斯是當(dāng)年使蘋果公司扭虧為盈的關(guān)鍵人物,。

????? 今年3月，喬杜里又說(shuō)：“為了防止進(jìn)一步破壞股東價(jià)值,，蘋果公司應(yīng)盡快換掉現(xiàn)任首席執(zhí)行官和首席財(cái)務(wù)官,。喬恩?魯賓斯坦（iPod之父）擔(dān)任首席執(zhí)行官、弗雷德?安德森出任首席財(cái)務(wù)官可能是重振蘋果的黃金組合,。

????? 今年4月,，喬杜里再次說(shuō)道：“只有喬恩?魯賓斯坦出任蘋果首席執(zhí)行官，才能令蘋果重振雄風(fēng),。

????? 上周日,，在一份19次提及魯賓斯坦的報(bào)告中，喬杜里寫道：“一致的看法是,，蘋果沒(méi)有能力理解目前的競(jìng)爭(zhēng)形勢(shì),，而且缺乏推出新產(chǎn)品的遠(yuǎn)見(jiàn)和能力；而喬恩?魯賓斯坦知道需要做哪些事情,，而且有能力去實(shí)現(xiàn),。”

????好吧,，喬杜里先生,。我們明白您的意思了。（財(cái)富中文網(wǎng)）

????譯者：項(xiàng)航

????

????If you follow the Apple (AAPL) sell-side analysts long enough you get to know their hobbyhorses.

????For Piper Jaffray's Gene Munster it's Apple television. For Bernstein's Toni Sacconaghi it's Apple's cash hoard. For Global Equities' Trip Chowdhry, it's Jon Rubinstein.

????Yes, Jon Rubinstein, whom Wikipedia calls the "Podfather" for his role in developing Apple's portable music player. Since he left Apple in 2006, Rubinstein has had a hand in a series of high-profile products, including the Palm Pre and HP TouchPad. He currently sits on the board of Amazon (AMZN) and was, according to Chowdhry, instrumental in the development of Fire TV.

????Here's the thing: Chowdhry wants Tim Cook out as Apple CEO and Jon Rubinstein in. And on this subject, Chowdhry is like a dog with a bone. He first raised the idea last summer and hasn't let go.

??????Chowdhry on CNBC

????"The current executive team led by Tim Cook and Peter Oppenheimer have destroyed the shareholder value at Apple," he wrote in a July 7, 2013, note to clients. "Some are suggesting a new executive team with Jon Rubinstein as CEO and [former Apple CFO] Fred Anderson as CFO. Each of them have a proven track record of creating outstanding shareholder value at Apple."

????? He raised it again in January 2014: "We still think Jon Rubinstein as the new CEO and Fred Anderson as the new CFO could bring Apple closer back to Steve Job's (sic) Apple, as these two individuals along with Steve Jobs were instrumental in turning Apple company around."

????? And again in March: "To prevent further destruction of shareholder value, Apple's CEO and CFO need to be replaced sooner rather than later. The team of Jon Rubinstein (Father of iPod) as CEO and Fred Anderson as CFO, may be best to revive Apple."

????? And in April: "Jon Rubinstein, as the new CEO of Apple, is the only one who can revive Apple."

????? And once more on Sunday, in a note that mentioned Rubinstein 19 times. The "converged view," he wrote, "is that Apple does not have the capability to understand the competition and lacks the vision and ability to deliver new products; Jon Rubinstein understands what needs to be done and has the ability to deliver."

????Okay, Mr. Chowdhry. We get the message.