I really believe that Tim Cook is unraveling, over his head, and "cooked".
Firing Browett was a good move, but Tim hired him.
Forstall needed to go, was announced, but is still on site
The iPhone 5 is still 3 - 4 weeks out for new orders - Foxconn stated that is the most difficult thing they have ever had to assemble. Far better integration with manufacturing engineering was needed. It is clear to me as to why the China Mobile deal has not happened - Apple can't build them in adequate numbers.
Why no iMacs shipping yet - half the holiday sales quarter is over with. This may result in a lower than expected revenue result and another stock price hit. Friction stick welding for screen lamination - not working well - low yield. Tim's "expertise" is supply chain management. Who validated that this technique was viable for the new iMacs?
Maps, iTunes 11 - IMO Tim is squandering the innovative trajectory Steve entrusted to him - he is failing.