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.
Is Apple really doomed? We don't know, and neither does she.
FORTUNE -- Confession: I was one of the more than 200 sources Yukari Iwatani Kane interviewed for Haunted Empire, the new book about Apple's transition from Steve Jobs to Tim Cook that arrived Tuesday to largely negative reviews.
I've known since last summer -- and agreed to keep silent about -- the arc of her story. Kane told me in July that she went MOREPhilip Elmer-DeWitt - Mar 19, 2014 9:18 AM ET
A new price point would explain the pre-Spring burgeoning of iPhone 5C billboards and ads.
FORTUNE -- It takes stubborn company to resist the pressure Apple (AAPL) has been under for the last six months to lower the price of the iPhone 5C -- the one Wall Street expected to be C for "cheap" or "China" but which turned out to be neither. The day the price was announced, analysts across MOREPhilip Elmer-DeWitt - Mar 18, 2014 6:28 AM ET
Yukari Kane's new book about Apple in the Cook era recreates a dramatic confrontation.
FORTUNE -- By an accident of UPS, I didn't get my pre-release copy of Haunted Empire, Yukari Iwatani Kane's new book about Tim Cook's Apple (AAPL), in time to participate in the first wave of reviews I expect to hit the Web this weekend. But poking around the book by the index, I found one passage of particular interest MOREPhilip Elmer-DeWitt - Mar 15, 2014 7:55 AM ET
A book excerpt timed to cap off an extraordinary week for Apple's low-profile CEO.
FORTUNE -- Yukari Iwatani Kane has written what is likely to be the most talked-about Apple (AAPL) book of the year.
Haunted Empire: Apple After Steve Jobs is scheduled to land on March 18, but the Wall Street Journal, which tied up first serial rights for everything including the Author's Note, began dishing it out on Saturday.
The first chunk, timed MOREPhilip Elmer-DeWitt - Mar 2, 2014 7:03 PM ET
Tells shareholders who oppose Apple's sustainability efforts to "get out of the stock."
FORTUNE -- Of the roomful of investors and journalists who heard Apple (AAPL) CEO Tim Cook lose his southern cool during the Q&A portion of the company's annual stockholders meeting Friday, The Mac Observer's Brian Chaffin tells it best:
[A] self-described conservative think tank was pushing a shareholder proposal that would have required Apple to disclose the costs of its sustainability MOREPhilip Elmer-DeWitt - Mar 1, 2014 6:27 AM ET
Cook's hometown paper has unearthed a trove of unflattering yearbook pictures.
FORTUNE -- According to the Mobile Press-Register, Tim Cook played trombone, sold ads for the yearbook, and was the second-best student in his Robertsdale High School graduating class. The valedictorian, Teresa Prochaska Huntsman, works as an application developer analyst in Boise, Idaho.
More photos and bioperse: Tim Cook -- Apple CEO and Robertsdale's favorite sonPhilip Elmer-DeWitt - Feb 25, 2014 11:17 AM ET
Could Apple do business in a state that sanctions discrimination against gays?
FORTUNE -- Apple (AAPL) has confirmed that it urged Arizona Gov. Jan Brewer over the weekend to veto a bill that would allow business owners with strongly held religious beliefs to deny service to gays and lesbians.
Since the Arizona statehouse passed the measure last Thursday, Gov. Brewer has faced growing pressure to kill the bill that opponents characterize as "state-sanctioned discrimination."
Three state senators MOREPhilip Elmer-DeWitt - Feb 25, 2014 8:37 AM ET
Daniel Eran Dilger rips into lazy journalism on the iOS v. Android beat.
FORTUNE -- If you like your pro-Apple agitprop straight -- right out of the bottle, no ice, no water -- Daniel Eran Dilger is your man.
Dilger, if you're not familiar with the byline, is Apple's (AAPL) fiercest defender at AppleInsider, one of the Internet's most prominent Apple news and rumor websites.
He was on a tear Saturday, ripping into the tech MOREPhilip Elmer-DeWitt - Feb 16, 2014 7:12 AM ET
He writes in an open letter to Apple shareholders that he sees "no reason to persist."
FORTUNE -- On Monday, four and a half months after Carl Icahn tweeted that he had "pushed hard" for Apple (AAPL) CEO Tim Cook to use his company's entire cash holdings to buy its own "extremely underpriced" shares, Wall Street's most feared and admired corporate-raider-turned-activist-investor backed down.
Icahn's announcement, made in an open letter to Apple MOREPhilip Elmer-DeWitt - Feb 10, 2014 10:06 AM ET
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