Chapter 1422 (1/2)
Li Mu's $5 million plus $5 million for Louis Martin soon worked.
Although Louis Martin was in Yanjing, he used his personal relationship to get a first-hand message from Apple at this moment in a way that was not ethical.
Since Tim Cook was appointed to take over the post of CEO of apple in the face of crisis, there have been many fierce debates on the direction of the next issue in apple. At this time, Apple's executives are mainly divided into two camps, one is the stop loss faction, the other is the counterattack faction.
The stop loss faction's attitude is very simple. It immediately splits and sells apple so as to avoid the stock price of apple falling below the net assets in the future. This faction is mainly the investors and the capital behind them. They see that the money invested in apple is lost at the speed of light. The instinct of capital drives them to just want to end this failed investment as soon as possible, and then quickly find profits from other projects, and put this Make up the hole.
For many private equity funds, the money invested at the same time may exceed several billion dollars. It's not the end of the world to lose tens of millions or even hundreds of millions of dollars on a single project. As long as other projects can compete to make up for this part of the fund, they can make normal trade, so it's very important for them to stop loss in time, because they don't know the black hole connection If you want to mend a hole, first let the hole stop expanding, then according to the actual size of the hole, try to find a way to mend it.
As for the counterattacks, most of them are the founders and executive teams who have been fighting side by side for so many years. Tim Cook joined the company five years ago with great trust in Apple's future. Although he didn't earn much money, he put his enthusiasm and belief in the company. Now they surrender immediately, which is unacceptable to them. The
counter offensive view is that apple is different from most Internet Co. Apple is a company that is basically supported by hardware and patented technology and software technology. Pure Internet Co, with the possibility of market capitalization, will shrink by 95% when it meets with bubbles. That is because they are basically blown up by a huge rubber balloon, and then basically remain a rubber skin.
If it's a polar bear of more than 1000 Jin, even if it's out of food in the cold winter, it can survive for quite a long time on its own fat. Even if it's hungry to the skin and bones, the polar bear still has a strong fighting ability. The same is true for Apple. At this critical moment, Apple should be quiet and think about countermeasures to find a breakthrough for the counter attack opponent.
These two factions have their own advantages and disadvantages. For example, although the number of stop loss faction is not large enough, they hold a high proportion of shares; while the number of counter attack faction is large, most of them are company employees and professional managers, and their actual control over the company is not enough.
Legally speaking, stop loss agents have the absolute power to make a decision and implement it, but they are also afraid that the number of counter attackers accounts for the majority. Once they lose confidence in the company, they are likely to leave at any time. If Apple loses more than half of its core team when it goes out for sale, the company's market value will inevitably suffer more This is the result that stops are not willing to see.
When Apple's share price fell below the $4 mark in the next three trading days, there was still no consensus between stop loss and counter attack.
According to Louis Martin, the stop loss faction is constantly persuading the reactionaries to accept the company's capital planning, so as to at least ensure that everyone has the opportunity to keep their jobs, even if they can't keep them, at least they can get the compensation they deserve;
and the reactionaries are persuading the stop loss faction to have more confidence in the company. They think that with the existing technology accumulation of apple, Apple's The team is sure to find an opportunity to turn things around.
Li Mu is very concerned about Apple's internal counteroffensive led by Tim Cook. At present, is there any clear counteroffensive strategy? The iPod business has been devastated by the unlisted mango-me2. If Apple still wants to pull back a city on mango-me2, it may trigger the nerves of these guys and force them to decide to improve the iPod by half a generation or even a generation.
However, according to the information Louis Martin inquired about, the reactionaries have not yet found a very clear entry point.
Louis Martin also contributed another very valuable message to Li Mu. Microsoft is sending out purchase offers to apple through an offshore company indirectly controlled by a fund of its own. However, Microsoft is not going to take the whole apple into its hands. They only want to buy the operating system and the whole MAC business line of apple. As for investors, they have become The junk assets of the iPod and iTunes, Microsoft is not interested.
After receiving the news, Li Mu cheered one after another excitedly.
Others don't understand why Li Mu is excited about Microsoft's intention to buy apple. After all, Microsoft is a giant in the IT field. Even Makino technology seems weak in front of them. Its market value, cash flow, technical reserves and profitability are much worse than Microsoft. If Microsoft wants apple, Makino technology is obviously difficult to guarantee its competitiveness.