Monday, October 28, 2013 3:15:58 PM
Nobody here is saying this is going to be like Apple.
You're misunderstanding the original point, which was merely drawing an analogy to a situation which was similar, and well-known, and for which we know the result.
It's the SITUATION which is similar, not the companies or people.
The point was that CEOs are often criticized if they change course too quickly and frequently, and that sometimes it's the CEO who is correct, and their critics or even their boards who are wrong, in the case where the CEO is responding properly to a changing market, and doing so before the competition.
You can take it as a sign of an uncertain CEO, or as a sign of a highly aware CEO who has the guts to quickly cancel previous plans when something better is found.
Yes, I agree that Danny needs to talk about his plans less, and only inform people when they're more certain. But I also think that his past decisions to abandon mediocre or poor plans in favor of better ones has worked out very well for him so far.
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