The Unsinkable brian cork™

Brian Patrick Cork is living the Authentic Life

Steve Jobs single handidly killed the Symbian Army to save Microsoft

October11

this has nothing to do with Patricia Hearst.

in an indirect way, it has A LOT to do with Steve Jobs.

point of reference: when Jobs started talking about the iPhone on Jan. 9, 2007, he said, “This is a day I have been looking forward to for two and a half years.” Then he regaled the audience with myriad tales about why consumers hated their cellphones. then he solved all their problems – definitively.

Steve Jobs and Apple essentially wiped-out the “Symbian Army”.

and, that’s what makes the rest of this post all the more interesting, if not noteworthy.

there is a place in this world for old success to be part of a great come-back story. players in the potential drama can include Blackberry, Microsoft, and Nokia. but, mostly Microsoft and Nokia. Blackberry is currently an interesting historical footnote.

…seriously.

Stephen Elop, give me back my legions! while I’m not predicting, or even anticipating a re-imagined Symbian (I’ll avoid saying Nokia) come-back, I do suspect Microsoft is pondering a dramatic and evolutionary step. Microsoft piled $7.2 billion dollars into Nokia for the acquisition of it’s mobile unit. and, with that comes an emerging handful of intrepid entrepreneurs looking at establishing something of an Symbian support eco-system that could eventually become another acquisition play. it’s those, otherwise, imagineers that I’m working with.

consider this… for years, Symbian ruled mobile. at its peak, Blackberry was a scrappy underdog at best. then Jobs made a historical move and signaled the end of Nokia with a demonstration of five buggy iPhone prototypes. you can read that very cool story, here:

And Then Steve Said, “Let There Be an iPhone”

Symbian fans lament the loss of a veritable colonial empire. they once ruled the world, yet lost it by taking a nap. it can be argued that incompetence by lack of open-mindedness led to the collapse. NOTE: Blackberry fans are (they remain) like Fascists or Marxists; they never ruled the world, and they are lamenting the unfulfillment of potential, of how they could have won, but never did. NOTE: for what it’s worth, Ernest Hemingway would have carried an iPhone to defeat the Fascists in his beloved Spain. yet, ironically, many sense that Blackberry may live on in some enterprise fashion. and, here we have the Symbian underground coming to light.

in any event, with Symbian, we could argue that if only Olli-Pekka Kallasvuo got kicked out in 2008, the liberated loyalists would still have an empire stretching from the islands of Japan, to the frigid tundra of finland. like Blackberry fanatics, they may comment on lost opportunity, if the strategy was actually good, than maybe, just maybe their global market share could have overtaken Windows Mobile.

…wait… maybe that’s the plan. more later.

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

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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