Ok, let's assume I am Tim Cook. I have financial report from Peter - number are good (maybe very good) but not very likely these numbers would impress investors much. The situation is dire - stocks goes down, investors are VERY worried about the future, competition, margins, etc.
What do I need to do FIRST THING during earning call today? Bring the confidence of the investors in the future of the Apple. THAT'S WHERE THE PROBLEM IS! My job a CEO of Apple is eventually at stake if investors still see a fat bad worm in the Apple.
How to do that? I think the answer is easy - I must drop this stupid policy of secrecy for a while and announce new products DURING CONFERENCE CALL! Why? It is simple - I need to calm nervous investors ASAP!
One thing i agree with u us that apple should toss a few candies out there to creat excitement about future exciting products.
But conference call is not the place.. It should be an ongoing teasing pr policy.
Not reveal next products.. But exciting rd areas!
One can get a glimpse of these by following their patent applications.. But that is for the hardcore... The public needs to be exposed to a bit if excitement.
I always write to tim and schiller ... Don't know if my mails get read.. But i do my part anyway!