The Unsinkable brian cork™

Brian Patrick Cork is living the Authentic Life

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

why Apple won’t or shouldn’t play nice with Flash

February25

the real question is:

why won’t Adobe play nice with a world that is, in many respects, dominated by Apple and it’s best-of-class products?

then again, we need to define what is meant by “dominated” and “best-of-class”.

I’ll do that some other time.

meanwhile, Apple, as (re)led by Steve Jobs, since 1998, has made it the point of putting products in your hands that you did not know you could not live without until you used them.

think that line through carefully (I’ll repeat it, here:

“…putting products in your hands that you did not know you could not live without until you used them.”

[…]

allow me to put something int0 perspective for you…

I firmly believe you should trust Steve Jobs and his management teams judgment. while Jobs has been back at the controls of Apple, it has gone from being a company that almost was, as could have been bought for an abysmal valuation, from a shareholders perspective, by Palm, to what is today, the second largest corporation on the planet. if you had bought Apple stock before Jobs came back in 1997 for about $6/share, that same share would be worth nearly $1400 today.

and, along the way, Apple has helped pioneer technology evolution with extras like, built-in internet access, wireless cards,  USB and bluetooth. he put the creators; the innovators, of those and similar products, on the map (just as he did with the self-entitled little shits that brought you Adobe)! there are many more examples. but, that is a heady list because of the vision it took to support those advances, then, that we take for granted, today.

in terms of the animosity between Apple and Adobe and their Flash product, you need to understand that the issue, in it’s truest form, is actually Adobe’s issue with Apple.

Steve and company have sorted out that Flash is more of a barrier. it leaves “residue” all over the place and clogs the collective things, up.

all that said, the Steve I know, and you need to understand, better, rarely makes a stand on, for, or over, a product, unless he knows something is needed, on the way, and / or part of a better direction. he genuinely wants you to have a fantastic experience, and puts his money and name where his mouth is.

HTML5 is an option. but, it’s just an example. but, it’s more likely a “view” of what is possible, and yet to come. and option. choice. Adobe and it’s Flash are all you know, for now. so, it makes you somnolent and lethargic. Steve and company will have none of that. because of his stand, today, you will have better choices tomorrow.

just watch… and, I mean that literally.

so, I’m making this case because, with this making for a back-drop, you have to anticipate that Apple knows that a solution more elegant than Flash is either on the horizon, or at least possible. the clues are always in the Apple product road-map and the convergence-circle that is always contracting and expanding.

more later.

peace be to my Brothers and Sisters.

brian patrick cork

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the big BOX theory

November23

So… Today’s words might be “box” and “paradigm”.

Most of you know what a box is. And, others think they understand the concept of paradigm. However, just to nudge things along here is a definition:

par·a·digm  (pr-dm, -dm)

n. 

1. One that serves as a pattern or model.

2. A set or list of all the inflectional forms of a word or of one of its grammatical categories: the paradigm of an irregular verb.

3. A set of assumptions, concepts, values, and practices that constitutes a way of viewing reality for the community that shares them, especially in an intellectual discipline.

…what’s that? who’s insufferable?

In any event, I was involved in a multi-voiced electronic conversation (Cisco has some real bad-ass communication technology) late yesterday morning – to accommodate the West Coast, when, while commenting on my photo on my business website,  AG said: “Cork appears to be crouching in a box”. And, in response, SJ quickly retorted: “No box could possibly hold Brian Cork”.

I reasonably certain more was said, especially with those two. But, I lost track of it all as that box comment sent my thinking down an entirely different path.

I’ve never subscribed to the idea of: “thinking outside the box”. Being the contrarian and Heterodox that I am, I would often say things like: “box?”, “what box”. But, looking back, I feel that was all rather sophomoric, now.

But, circling back to what you know, and what you think you know, I believe I do know that most information, money and power are in the hands of a minority. And, I don’t believe “they” think  or see outside of any box. Instead, what if we took the position that being in a box, and possibly an VERY LARGE CLEAR box gave a select few a 360 degree view of everything and everyone?

Stand back, you. Say’s, I.

I’m calling this the Big Box Theory.

The less inspired amongst you might be thinking: “yeah… but, that means everyone can see you and there is a loss of advantage”. However, the masses can’t read my heart. They’ll only realize my actions. Much of it what I choose, and want them to see.

The media is very much like this.

My box is bigger every day. And, its clear – as in transparent. But, as it spins both fast and slow, as I decide, I can view, gaze upon, consider and ponder everything around me and choose my own course and path. The collective outside is left to gaze in and wonder as that shiny object catches their attention.

Peace be to my Brothers and Sisters.

Brian Patrick Cork

government is not your business mr. obama

November22

so… if Barak Obama had even an inkling of how to understand business, conduct business, run a business, or what business means, I suspect he’d find himself on the Microsoft Board of Directors. Obama and Gates could then give each other insight as to how best to point fingers at, well, everyone else for their short-falls. remember, Gates stole his original idea from Steve Jobs, and Obama just short-“changed” everyone else.

I’ve always been a bit surprised that the Obama’s didn’t name their dog “Thomas Jefferson”, because Obama always seems determined to kick that legacy to hell, and daily.

Obama is mostly focused on just trying to stay in government. his actions are centric to keeping his job as opposed to doing his job. and, that makes him look like Microsoft which is surrounded by lawsuits for all manner of diabolical and insidious behavior.

we’ve, collectively, taken stock of Obama; we want none of it; and, it’s probably a good thing if you don’t own any of Microsoft’s.

by the way… it’s pretty clear to me he is following the example set by Tony Blair and positioning himself for a United Nations post after his (hopefully short) tour of duty through (as in burning) the Oval Office. he could then go back to his roots and act like he’s king-of-the-world.

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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