FORTUNE -- 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.
"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."
Okay, Mr. Chowdhry. We get the message.
Global Equities Research's Trip Chowdhry pushes the envelope.
FORTUNE -- "Innovation at Apple is over," wrote Trip Chowdhry on Oct. 23, the day Apple introduced what would soon became the world's best-selling tablet computer. "The best is over for Apple. iPad mini is playing catch up to Google Android, probably will have a mediocre customer adoption."
It was par for the course for Global Equities Research's curiously wrong-headed Apple (AAPL) analyst. Two months MOREPhilip Elmer-DeWitt - Jul 7, 2013 6:40 PM ET
The last time someone tried to copy Apple by hiring its engineers didn't go so well
FORTUNE -- Remember Jon Rubinstein?
He headed up engineering for Steve Jobs, first at NeXT, then at Apple (AAPL), where he built the iMac, the PowerBook, the Power Macintosh and the iPod, before "retiring" a few weeks after publicly dissing the idea of merging a phone with a media player. ("Is there a toaster that also knows MOREPhilip Elmer-DeWitt - May 28, 2012 8:11 AM ET
The Touchpad, not reliant on Android, Windows or (of course) iOS, is a sign that HP demands to be taken seriously as a software company.
Yes, HP (HPQ) has now jumped into the tablet fray with its TouchPad. It's a whiz-bang cool gadget, and some folks will want to rush out and buy it. Are we talking iPad numbers? Not likely, but whether HP sells as many of its flavor of MOREMichael V. Copeland, Senior Writer - Feb 9, 2011 3:41 PM ET
A curated selection of the day's most newsworthy tech stories from all over the Web.
"In my experience, entrepreneurs moving into Yahoo! often got stuck doing PowerPoints about "strategy" instead of writing code and shipping products." -- former Yahoo developer and current Etsy CTO Chad Dickerson (TechCrunch)
Rupert Murdoch's much-talked about daily newspaper for the iPad, The Daily, will reportedly launch the week of January 17. Said a source to AllThingsD: "It MOREJP Mangalindan, Writer - Dec 20, 2010 6:00 AM ET
Hewlett-Packard's Palm buy could be a good fit, but it's got a long way to go before it can catch up with the iPhone.
Not even a year ago Palm (PALM) and its chief investor, Elevation Partners, confidently spun a yarn about the pioneering company's long-term plan. The smartphone market was nascent. It was going to be massive. Even a small share of such a big market would lead to huge MOREAdam Lashinsky, Sr. Editor at Large - Apr 28, 2010 5:09 PM ET
Former Apple exec Jon Rubinstein remains committed to Palm's success, even as takeover rumors swirl.
But sales disappointed, first with Sprint, then with Verizon, which offered customers Motorola's Droid – which runs Google's Android operating system – before Palm's Pre and Pixi. Palm's holiday sales were weak, and its financial guidance has been cautious, sending its stock below $4. With investors and industry pundits doubting Palm'sability to survive, Rubinstein sat MOREAdam Lashinsky, Sr. Editor at Large - Apr 8, 2010 3:00 AM ET
Tony Fadell leaves Apple nearly 17 months after losing the iPod/iPhone division
He came to Apple (AAPL) in 2001 with plans for building what would become the iPod. By 2006 he had replaced Jon Rubinstein -- who went on to build the Palm (PALM) Pre -- as head of Apple's iPod division, in charge of both what was then the company's biggest cash cow and the project that would become the MOREPhilip Elmer-DeWitt - Mar 30, 2010 7:14 AM ET
"We must do whatever we can to stop this."
That's how Apple (AAPL) CEO Steve Jobs is reported to have asked then Palm (PALM) CEO Ed Colligan to enter into a possibly illegal agreement to stop trying to hire away each others' top engineering talent.
If accurate, it may be one of the most stilted attempts to collude ever recorded.
Colligan's answer, according to Bloomberg's Connie Guglielmo, who says she has reviewed the MOREPhilip Elmer-DeWitt - Aug 20, 2009 7:47 AM ET
Ever since January when Palm (PALM) unveiled the Pre -- the first smartphone to challenge Apple's (AAPL) iPhone with a multitouch screen of its own -- the tech press has been waiting for Cupertino to respond. COO Tim Cook made a couple of clenched-teeth threats about companies that rip off Apple's intellectual property, but nothing came of it.
On Tuesday, 10 days after the Pre went on sale, Apple published MOREPhilip Elmer-DeWitt - Jun 17, 2009 5:50 AM ET
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