The Unsinkable brian cork™

Brian Patrick Cork is living the Authentic Life

Google could cut deep with a Razr

October19

word should spread like wild-fire that Motorola is bringing back it’s wildly successful Razr – but now as a smartphone.

this should give Motorola something of an “edge”, eh.

the Razr was once the best-selling cellular phone in the world, until Apple came-out with the iPhone in 2007. the Razr quickly followed Palm (acquired by …Motorola), fell out-of-favor, and became virtually extinct.

…that noble device will now be known at the “Droid Razr”.

I had a Motorola Star Tac ($1200 in 1995 or 1996) that was the precognoiter of the Razr. my wife had a Razr. it was a good “chick phone”. a lot of golfers carried them.

if Larry Page and his crew of advertising bandits at Google had the advance thinking that they could or should buy Motorola Mobility with the strategy of dropping the Android Operating System into it and growing their marketing structure around fond memories of yesteryear, I think that’s pretty slick. it’s reasonable to assume that Google has the research capability to identify buying trends and behavior, and this signals future business opportunities.

Google’s deal to acquire Motorola Mobility for roughly $12 billion is not done yet, but analysts have already “baked” some forecasting into Google’s strike price. but, I see this as a good idea, and will be good for shareholders (I like Google any day over $302 and $475). …maybe less so for end-users. never mind that, for now.

I suspect that women, in particular, will like the new Razr, as it fits in their cosmetic and cocktail bags and skinny jeans. and, golfers.

more later.

peace be to my Brothers and Sisters.

brian patrick cork

you can eat an Apple but be careful not to choke on Google

October18
ha! coming up with the titles of my Blog posts is almost as much fun as writing the piece, itself.so…I got called-out over my most recent post comparing Apple and Google: Apples are good for you Androids not so much. or, just push your browser down half a foot and read it that way. do it!

you can read, with rapt attention, about all of this in the comments. but, I just felt like relaying it in a separate Blog because my antagonist, whom I hold in a great deal of genuine affection, set a great stage for me.

… a lovely pudding, actually.

mine is only an opinion in which I do use facts, as leveraged in the very post that gives rise to [those] exploratory comments.

that said, I don’t feel “hate” in my heart or opinion for Google. And, I’ll stand hopeful that I’ve not used that word against the Company on this Blog. Facebook, certainly. not only do I “hate” that Company, but I could very well add “detest” to a long list of negative words that aptly describe not only my opinion, but firm conviction.

so… I’ve taken a moment to revisit and ponder this post.

I stand by the facts offered.

my position remains that the Samsung Nexus Prime device running the latest Android Operating System is [pretty] good, and the Operating System “vibrant” (but, an OS that integrates mobile devices is not innovative, only slick – and, already accomplished by the Apple iOS). I’ll add that my numbers extolling Google’s revenues off Mobile devices are accurate and aligned with the fact that roughly five-hundred thousand (500,000) Android handsets are activated [daily, weekly, monthly – I can’t recall] on a regular basis. however, as stated in other posts, Google’s revenue for that effort pales in comparison to Apple’s revenue off much fewer units sold. that is certainly factual.

I prefer substance over fluff, and believe that making money is part of best practices. and, being able to say that, as a shareholder, we get more “bang for our buck” is good and cool. also, in a word of my friend, if Apple only carries a “niche” (for a market), but takes that to the bank at one thousand dollars ($1,000) a share, that’s okay – and, a long-standing prediction of mine. as a matter of fact, most Apple evangelists understand that Apple products are for the discerning, and the masses, not so much. I’ve certainly made that point repeatedly, and sincerely like it that way. I’m less so snobby than I am grimly satisfied for being proved right every single day by Apples Halo Effect.

by the way… Any time Google’s stock is over $475 a share, I “like” that.

what!?

I’ll always freely admit that Google rocks and owns online-oriented advertising. I suspect they cheat. But, that’s not proven, yet. and, I’m not going to bother with that, today. but, I use Apple products for one purpose, and (now/ again) Google’s stock for another. but, that’s just me being practical.

in any event, I have to appreciate Google for it’s comparison to Apple (If I’ve not made that clear in the past I will work to do so more in the future). the stories, of the Companies, their founders and products, are very different by contrast – in almost every conceivable way. many people (not just me, certainly) point to Steve Jobs and Apple as great examples of innovation and heroic deeds. Not so Larry Page and the people around him that have very different DISC and HBDI profiles than Apple employees. Page recently bragged about casting-off unprofitable business units, but spent a lot of money wasted on acquisitions that made little or no sense. we’ll see about Motorola (that was really interesting). don’t bother asking me how I know all of that. I’ll run the risk of ignorant (make sure you [collectively] know the nuance associated with that word) derision, and remain satisfied with my own information.

NOTE: my friend knows that I went out of my way to work with an Android device for almost six months (I even bought two for my daughters, and you) before I went back to the iPhone. I covered much of that with fairly glowing reports, didn’t I? I felt I needed to experience the technology so I could leverage an honest assessment. and, so I have. but, my buddy has almost no experience with an iPhone, and yet remains evangelical over Google without valid comparison.

that post really wasn’t about Google, or Android. and, it’s not about me or feelings. it was meant to be about how Sprint Nextel Corporation see’s a path to market-share and profitability by betting on Apple and the iPhone (current and next generation models.

by the way… I’ve never said Android devices will “fail”. I do believe there is a vital market for those products.

if I need to be clear, or clarify a pst discussion, I will say that Google’s Android Operating System that drives mobile devices has failed to meet Apple standards that include, but are not limited to quality.

NOTE: I want everyone to win and have the type of great experience with products that I and Apple-users vitally enjoy.

ideally, as Google (Android gets cleaner), pushes other companies through competition, including Apple to get better as well. That’s how Steve Jobs would see it, I’m certain.

in closing, I probably could have kept this simple by just writing something like: “I don’t hate Google, I just really like Apple by comparison”. had I been advised to state that, I’d probably have followed along.

…I’m also right about China.

Peace be to my Brothers and Sisters.

brian patrick cork

getting Down on Google’s Upside

June28

Eric Savitz let me know that consumers are now activating five hundred thousand (500,000) Android devices every day. apparently he knows this because Andy Rubin, Google’s senior Vice President for mobile, made the comment on his Twitter account.

Rubin also notes that the number of Android devices activated is growing 4.4% every week.

but, this is a good example of both pointless and possibly misleading information.

why? you ask. how could this happen?, you might wail.

never mind those insipid questions. let’s focus, collectively, on what is actually relevant.

let’s see… based on Mr. Rubin’s information, and the scoop offered up by Mr. Savitz, that’s one million Android devices activated every two days. that puts the number at fifteen million a month, forty-five million a quarter. that seems rather impressive when you consider the tallying being one hundred and eighty million units a year. that’s certainly a whole lot of phones and tablets.

…except, Google does not get any money for those devices. there is no revenue sharing agreement with manufacturers and service providers like there is with Apple (a company that clearly understands how to make money).

I understand there might be some profit from Google Apps. but, not much. and, that’s why no one really talks about that particular subject. analysts don’t want to go there. Rubin certainly does not enjoy the topic. Larry Page won’t answer calls over it – that’s for certain.

nonetheless, Google (GOOG) (the last I bothered to check) finished up $10.85, or 2.25%, to $493.65.

and, that’s precisely why Rubin unleashed the information.

…but, watch where it goes a week from now.

peace be to my Brothers and Sisters.

brian patrick cork

 

the Microsoft curse

June1

it’s no secret I hold Microsoft in utter disdain. contempt is a good word, as well.

…utter contempt.

they have the simple audacity to exist. this in light of the simple fact that they pale in comparison to Apple, in terms of innovation and profitability. of course this is poetic given the fact that Bill Gates gave birth to Microsoft by stealing from Steve Jobs. to day, Apple’s marketcap eclipses Microsofts by an order-of-magnitude.

…whatever… that’s old news.

what is becoming more apparent, and every day is that Microsoft’s evil core carries with it something of a curse.

As it turns out, at least eight firms have recently cut ratings on Microsoft stock, including Goldman Sachs, Canaccord, WestLB and Citigroup. as bad as Tuesday was, Wednesday will be another rotten day for Nokia shareholders. and, it’s what they get for partnering with Microsoft.

in a fast changing market, Nokia is losing ground very rapidly. The profit warning for the second quarter provided evidence that the next couple of years will prove very challenging, with the gross margin and market share trends of the last four quarters continuing, if not accelerating even more. the collaboration with Microsoft now appears to us unlikely to be successful, as Nokia’s brand is losing ground too fast and the window of opportunity for an alternative ecosystem is vanishing rapidly. even modeling a scenario in which Nokia stabilizes next year leads us to believe that the stock will under-perform over the next twelve months.

you think I’m, biased, and possibly opinionated, eh?

Bernstein Research analyst Pierre Ferragu early Wednesday cut his rating on the stock to Underperform from Market Perform, chopping his price target on the shares to $4, from $7.33.

I called him myself. if he were standing in my Boardroom, right now, he will tell you that he’s come to the conclusion that Nokia is in deep trouble, which continue to get deeper. and, he does not think the deal to switch to phones based on the Microsoft Phone 7 OS will save the beleaguered, and former technology darling.

consider the harsh realities. I believe new guidance issued by the company is a strong indication that a worst case scenario is crystallizing. I have to believe Nokia’s Device business will experience operating losses in the third quarter of this year and in the first quarter of next year. I’m also convinced that the launch of Windows-based phones will be challenging, to say the least, given the likely loss of traction and visibility of the Nokia brand, as well as the speed at which the opportunity for a third ecosystem to emerge is vanishing.

Nokia’s stock isn’t even worth the effort to short it.

but, Google is.

later, I’ll discuss what I’m confident will happen to Facebook now that they’ve sold their soul and part of the company to Microsoft. Facebook has an evil element to begin with. but, now the rot can’t help but become evident. look for the story in or around June of 2013.

later, I said. Google now has three problems that you need to understand:

it underestimated Facebook. evil spreads like plague (just look at Android [AKA “dumb down kid machines”]) and over five hundred million people are on Facebook. this includes millions of kids that lie to open-up accounts, and people that create a statistic that says Facebook accounts for sixty-one percent of divorces in our country, alone.

Larry Page is now CEO. he’s not a leader. you don’t have to trust me on this one. he’ll prove it himself.

finally, but not really, there is so much more. but, neither employees or shareholders can build wealth owning Google stock. so, the company is easy to recruit from. the company built it’s collective employment foundation on greed and a sense of entitlement. if you understand my core business, you get how I know this. let’s be clear, I stand against such things. I fight them.

the best way to win and make money with Google is hope your enemies buy their products and you shorting their stock.

do it!

if you are wondering what Microsoft has to do with Google, just understand the lack of innovation, creativity and soul that permeates both organizations. how could purgatory, in it’s form, be any different?

peace be to my Brothers and Sisters.

brian patrick cork

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What’s All This About?

"What am I looking at?", you might wonder.

Lots of stuff.

Meanwhile, here, I discuss events, people and things in our world - and, my (hardly simplistic, albeit inarticulate) views around them.

You'll also learn things about, well, things, like people you need to know about, and information about companies you can't find anywhere else.

So, while I harangue the public in my not so gentle way, you will discover that I am fascinated by all things arcane, curious about those whom appear religious, love music, dabble in politics, loathe the media, value education, still think I am an athlete, and might offer a recipe.

All the while, striving mightily, and daily, to remain a prudent and optimistic gentleman - and, authentic.

brian cork by John Campbell





photos by John Campbell

 

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