Exit, Pursued by a Bear

阿梅里奥出局

Jobs had refused to quash Larry Ellison’s takeover talk, and he had secretly sold his shares and been misleading about it. So Amelio finally became convinced that Jobs was gunning for him. “I finally absorbed the fact that I had been too willing and too eager to believe he was on my team,” Amelio recalled. “Steve’s plans to manipulate my termination were charging forward.”

乔布斯拒绝澄清拉里·埃利森的收购说法，又秘密地卖掉了他的股票而且还不认账。阿梅里奥终于开始相信乔布斯是冲着他来的了。“我最终接受了这个事实，我太愿意太渴望相信他是跟我站在一起的，”阿梅里奥后来回忆说，“史蒂夫操纵我出局的计划在一步步向前推进。”

Jobs was indeed bad-mouthing Amelio at every opportunity. He couldn’t help himself. But there was a more important factor in turning the board against Amelio. Fred Anderson, the chief financial officer, saw it as his fiduciary duty to keep Ed Woolard and the board informed of Apple’s dire situation. “Fred was the guy telling me that cash was draining, people were leaving, and more key players were thinking of it,” said Woolard. “He made it clear the ship was going to hit the sand soon, and even he was thinking of leaving.” That added to the worries Woolard already had from watching Amelio bumble the shareholders meeting.

乔布斯确实是一有机会就说阿梅里奥的坏话。他无法控制自己，而且他的批评还是实话。但是还有一个更重要的原因让整个董事会开始反对阿梅里奥。首席财务官弗雷德·安德森认为自己有责任将苹果岌岌可危的状况告知埃德·伍拉德和董事会。“是弗雷德告诉我现金短缺，员工在流失，还有更多的重要员工在考虑离开。”伍拉德说，“他讲得很清楚，这艘船很快就要搁浅，甚至他自己都在考虑离开。”伍拉德看到阿梅里奥在股东大会上的拙劣表现后，本来就已经在担心，听了弗雷德的话之后就更加忧心忡忡。

At an executive session of the board in June, with Amelio out of the room, Woolard described to current directors how he calculated their odds. “If we stay with Gil as CEO, I think there’s only a 10% chance we will avoid bankruptcy,” he said. “If we fire him and convince Steve to come take over, we have a 60% chance of surviving. If we fire Gil, don’t get Steve back, and have to search for a new CEO, then we have a 40% chance of surviving.” The board gave him authority to ask Jobs to return.

伍拉德请高盛研究出售苹果公司的可能性，但是这家投资银行说不太可能找到一家合适的战略投资者，因为苹果的市场份额已经降得太低了。在6月的一次董事会上，阿梅里奥不在场时，伍拉德对当时的董事讲述了他对形势的判断。“如果我们继续让吉尔担任CEO，我想只有10%的机会可以避免破产，”他说，“如果我们解雇他并说服史蒂夫接任，我们有60%的机会生存下去。如果我们解雇吉尔，史蒂夫不来，必须找一个新的CEO,那我们有40%的机会幸存。”董事会授杈他去问乔布斯是否愿意回来，无论结果如何，要在7月4日国庆假期召开董事会紧急电话会议。