The Unsinkable brian cork™

Brian Patrick Cork is living the Authentic Life

Facebook and Divorce lawyers

June1

Brian Patrick Cork the article below ↓ is rather fair. it tells you what a mindless journalist thinks.

so… I suppose it’s fair – if you care about things that are pointless.

meanwhile, what it made ME think of is that investors should have known better than to buy the IPO stock. and, I did warn you, here: why other people should buy Facebook (stock).

Facebook is not about financial value, or societal value. part of this is because the Facebook platform is deeply valued by people like divorce lawyers because it’s a great way to find cheating spouses. it’s also great for HR managers that don’t really know how to recruit but want to find the pictures of you doing things you don’t really (after thinking about it) want people to see, so they have an excuse not to hire you.

purchasing Facebook stock at the IPO, and thereabouts, makes you a terrific example of Darwin’s theories around Natural Selection.

oh… and, Barack Obama probably appreciates the whole IPO thing – but mostly because it has drawn more attention away from his own shenanigans. but, you can argue that Obama’s presidency is a lot like Facebook’s IPO, right? a lot of promises, but everyone that wanted the change, and bought in the media-hype, feels like they got taken for a ride.

so… maybe it’s the media that is the truest villain with all of this. they fuel unrealistic expectations and overly tout things that create collateral damage, just like Facebook and…

Actually, Mark Zuckerberg Should Say NOTHING About The Facebook…finance.yahoo.comIn the past few days, as Facebook’s (FB) stock has continued to collapse, a growing chorus of people have been suggesting that Facebook CEO Mark Zuckerberg needs to say something. Specifically, the grumblers say, he needs to…

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

 

I like Apple’s stock better than Googles numbers

February1

I’ll be exposing Google’s sinister “infomercial” practice later this week, early next week, at the latest, once we verify a few facts.

meanwhile, being careful not to offend the irascible Troy Brown (who is not really Troy Brown) I won’t be mentioning Larry Page in this post.

…oops.

while your standing by for information relative to the provocative opening line of this post, consider the following, even though it’s not necessarily corollary. it might be. but, let’s not concern ourselves with that.

I’ll just lift some material from another online infomercial story, and build off of that…

“Google is threatening to do to Apple in tablet computers what it did in smart phones: blast past to grab biggest slice of the worldwide market. Apple’s share of the worldwide tablet market slipped to 75% from 95% in the fourth quarter tech tracker Strategy Analytics [apparently, but who confirms this stuff?] said Monday.  Google’s Android software, by contrast, grabbed 22% of the worldwide tablet market during the fourth quarter, up from just 2.3% during the third quarter, according to the firm.

It’s a pattern that’s mirrored by the evolution of the smart phone market over the past year: Google and its partners have catapulted past a fast-growing Apple to claim the top spot in the worldwide smart phone market. Apple isn’t exactly suffering. It owns 16% of worldwide smart phone sales, most of the profits, and sales are up 85.9% over the year-ago quarter.”

that all seems fine and good. however, is anyone – and, it should be everyone noticing, that for all the touting, Google’s stock is not moving North relative to the potential impact of the stories? this means Wall Street isn’t buying into this story-line, and neither should you.

“Does quantity have a quality all its own? will the sheer volume of Android handsets give Google an edge with developers? Or does Apple’s head start give it a lock on profits — if not market share — that Google and its partners won’t be able to rival?”

here is a look at my kind of bottom-line…

Apple rewards it’s collective shareholders with ever-improved valuation. Tim Cook will likely replace Steve Jobs with command-and-and-control of Apple (just not our hearts, inspiration, and imagination). that’s already baked into the stock price. Larry Page (oops) replacing Eric Schmidt is bold, but it’s not inspiring investor confidence. at least not yet anyway. and, that’s baked into Google’s stock price (which is up over 11%, but does not really matter, yet). to be fair, Mr. Page does not step up officially until April, I think.

in any event, all the hooplah aside, Google can sell push Android through more devices than Apple, but Apple is still more profitable. that is more important to me as both a consumer, and more so, a shareholder.

part of my above referenced post is also going to include a call for Google to become more efficient. that will affect the share price. and, I’m prepared to to take the credit for that. shareholders can buy the Modelo’s at the Olde Blind Dog when the time is appropriate.

peace be to my Brothers and Sisters.

brian patrick cork

posted under apple, Google | No Comments »

how Verizon might spank Android

January11

As I predicted, forecast, warned, advised and flat-out told, you, all of you, collectively, months and months and months ago, Verizon today announced an iPhone 4 compatible with its own network, to be available early next month.

The Verizon iPhone includes the 5-Mpixel HD camera, A4 processor and ‘retina’ display of the existing iPhone 4, but runs only on Verizon’s CDMA network vs. the GSM networks of AT&T and other iPhone carriers outside the U.S. As readers know, I dropped my iPhone 4 for an HTC EVO 4G at Sprint because I was fed-up with AT&T’s lousy service in terms of customer, billing and network. I really do like the HTC EVO. But, I am mostly concerned about usability and productivity. So, I’ll be evaluating Verizon, to be certain.

verizon, iphone, brian cork, predictions, stockCurrent Verizon customers will be able to pre-order the new iPhone online “on or around” February 3 – first-come, first served – with availability on February 10 through Apple stores, Verizon stores and online. Pricing with a new two-year contract is $199 for a 16GB version or $299 with 32 GB. Verizon has not yet specified data plan pricing, but a data plan will be required. A 3G Mobile Hotspot app will provide WiFi for up to 5 devices through the Verizon iPhone. For a $35 restocking fee, Verizon customers can exchange a phone purchased within the last 30 days to buy an iPhone. [See also: Verizon iPhone FAQ.]

This changes several things. Maybe a lot of things. Especially in terms of market share. Google thinks they are competing with Apple for the cellular device proliferation. I’ve posted some interesting statistics with the valid forecasts. And, you’ve read Nicholas Johnson, who is now, according to his linkedIN profile an Solutions Ninja (he might be; we need to be open-minded. but, where do you get tested for something like that?) saying that Android devices rule the market (they are  awesome, but they don’t rule anything). Here about some of all that, here: being part of the solution evolution revolution. But, go to “search” on this blog, it’s over to the left, and punch-in: “Android”, for more.

Do it!

But, let’s just see how another service-provider in North America changes things. Verizon is the preferred choice for business and cellular devices. Big Blackberry country, that. But, let’s see how many Verizon users jump on the iPhone (that had an opportunity to go with an Android device, but didn’t, mind you).

NOTE: The iPhone’s reported customer loyalty levels were the highest in the survey, while Research in Motion was second at 35% (for its Blackberry OS), Google Android was third at 28%, Nokia was fourth at 24% and Microsoft was fifth at 21%.

Loyalty remains an important factor for a company looking to gain share in the highly competitive mobile phone market. Me? I believe strong customer stickiness and a brand image synonymous with innovation has enabled Apple to grab mobile phone market share despite heightened competitive pressure.

So… As I’ve already stated on this blog, and I’m right, Apple is going to hit $1000 inside the next ten years. Along the way, it’s going to hit $418, and fairly soon. That’s roughly 25% ahead of the current market price (today). As an aside… I estimate that iPhone operations constitute the majority of the company’s stock value (54%).

Peace be to my Brothers and sisters.

Brian patrick Cork

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