Having Jobs back is worth at least 10 points. What will be next, though? What if he's not going to really come back? What if he dies? If he doesn't die, will he have the next generation iPhone ready? Will the new iPhone not alienate current iPhone owners and allow Apple to beat the competition that is closing in on the same market space? Also, we are in the middle of a new Great Depression. No one needed iPhones during the last Great Depression; do they really need them now? This is what's going on in the market's head right now.
Palm has FAIL coded deeply within its DNA. No matter how good the Pre is, Palm will fuck it up. To borrow from billg about NeXT... Develop for it... I'll piss on it.
Wait. Dell snatched away a lead engineer that worked on Apple TV? What a coup. We all know that the plum assignments in Cupertine are in the Apple TV division.
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Which means, yes, the news was leaked.
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