Friday, August 1, 2008

和菓子/About SJ

この一週間、子連れの友達がたて続きに来たので、ブログの時間が全く取れなかった。
脱力感とストレスで、甘いものを食べ過ぎた。

日本人の友達が来たので、張り切って粒あんを大量に作ってしまった。
なんと、あんこがあまり好きでないということなので、この大量の粒あん, 私が食べるしかない。

昨日は苺大福5つ。



今日は、おはぎを6つ。



残りの粒あんは冷凍することにした。洋菓子に比べ、和菓子は脂肪分が低いのであまり太らないそうだ。実際、ケーキやシュークリームを作ると、オゾマしい程のバターを使う。先日もマドレーヌを12個焼いた時もバターを一本使った。この夏は、なるべく和菓子だけにしようと思う。

App Storeで売っているアプリが1000を超えたそうだ。いちいち新しいのを探すのも大変。便利なサイトを見付けた。リンクはここ

About SJ...my thoughts

Since WWDC, media went wild speculating SJ's health.   I am not going to get into details here.  
As we know, he is a cancer survivor.  
As SJ looked very thin, many did not hesitate to say that "cancer has returned"...like Henry Blodget.  They demanded AAPL to update SJ's health situation, and disclose its succession plan.
About one week after WWDC, this rumor kind of died down.

On the ER day, hedge funds that were shorting AAPL revived this rumor, and NY Post carried it.  On the conference call, the CFO basically said "SJ's health is a private matter", then the stock plunged.  In my opinion, the CFO needed to improve his communication skill on this.

Then, the rumor blew up and hundreds of articles were written about SJ's health questioning AAPL's silence.   Then, SJ's friends told NY Times that he had a surgical procedure to deal with his weight loss issue and he had been cancer free.  And SJ called Joe Nocera (NYT) to basically confirm what his friends said. 

This week, media has been quiet about SJ's health.   AAPL has maintained silence.  I supported AAPL's decision not respond to such a rumor, while many did not.  I did not enjoy watching AAPL stock price taken down based on such uncertainty, however, I believed that AAPL did not have to say anything unless SJ's condition was material.  

Now that hedge funds cannot naked short financial institutions and they will look for anything to spark fear.   They used SJ"s weight loss to naked short AAPL.  Yes, damage has been done.  But AAPL's fundamental has not changed a bit.  Much ado about nothing.....

No comments: