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Dana Blankenhorn

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  • Windows Blue Should End Microsoft Bull Run [View article]
    If they weren't required to make payments to the government, the Postal Service would be in the black. We still need a postal service, which is one of four agencies given cabinet positions by Pres. Washington.
    May 18 07:05 PM | 0 Likes Like |Link to Comment
  • Any Hope In Facebook? [View article]
    MySpace is now run by a group under Justin Timberlake, and has reformed itself as a music site. It was doing OK last I heard, but I haven't heard anything in a while, and since it's not publicly traded there's nothing to see.
    May 17 02:06 PM | 0 Likes Like |Link to Comment
  • Any Hope In Facebook? [View article]
    I hope for 2 1/2, but I'm not going to promise ponies when there is no hay in the barn.
    May 17 02:05 PM | 2 Likes Like |Link to Comment
  • Any Hope In Facebook? [View article]
    Murdoch can do what he wants. We just both happen to think he's daft.

    I think Murdoch's statement indicates he still doesn't understand why MySpace failed, which is that Murdoch mucked with it, tried to brand a young person's site with an old person's brand (Fox), and treated it as a media entity rather than a tech company.
    May 17 02:05 PM | 2 Likes Like |Link to Comment
  • VMware And The Health Cloud [View article]
    The interoperability partnership is essential to the growth of the market. CERN has ongoing contracts delivering revenue, and has those customers tied to it very closely. ATHN came into the market through billing, not EHR. CERN leads EHR.
    May 17 10:00 AM | 0 Likes Like |Link to Comment
  • Behind The Rise In First Solar [View article]
    I think most of their success is tied to their ability to sell, not their production. Chinese panels are still cheaper.
    May 17 09:58 AM | 0 Likes Like |Link to Comment
  • VMware And The Health Cloud [View article]
    CTL was already an ISP when it bought the former US West. They shouldn't have sold themselves as a cloud player when they were something else. But that's what theyr'e doing.

    Don't know much about WIN or FTR.I'll look around
    May 3 04:19 PM | 1 Like Like |Link to Comment
  • Short Facebook Ahead Of Earnings? [View article]
    They were light in some respects. Shorts did very badly everywhere this earnings season. When the market wants to go up, it goes up. Won't see me crying about it.

    I do apologize for being wrong on this call, though. I really do.
    May 3 10:42 AM | 0 Likes Like |Link to Comment
  • Krzanich Not The Big Intel Announcement [View article]
    Giving software an equal voice in the boardroom with hardware manufacturing is key to what we both want to see.

    Sort of amazed no one else has commented on this.
    May 2 03:45 PM | 1 Like Like |Link to Comment
  • How Rometty Will Get IBM's Groove Back [View article]
    Very few companies have the power, and the obligation, to look further than the current quarter. IBM is one of these. Other companies which thought they had this power, however, have failed in executing it.
    May 2 11:21 AM | 2 Likes Like |Link to Comment
  • Is Amazon A Bargain Again? [View article]
    Yes, the margins are thin. But they're real. And they're getting a lot more growth out of investing that money in the business than any grocery store I've ever seen.
    May 2 11:03 AM | 0 Likes Like |Link to Comment
  • Is Amazon A Bargain Again? [View article]
    No, they make money. They have operating margins. They just put all that money back into the business and avoid debt financing.
    May 1 02:55 PM | 0 Likes Like |Link to Comment
  • Is Amazon A Bargain Again? [View article]
    That's fine. But you've missed some immense profits.
    Apr 29 03:29 PM | 0 Likes Like |Link to Comment
  • Is Amazon A Bargain Again? [View article]
    The same could have been said for every growth stock in the history of the field. Amazon has operating margins. It choose to put that money back into the business.
    Apr 29 03:06 PM | 1 Like Like |Link to Comment
  • AT&T: The Cost Of Being A Capital Extractor [View article]
    Personally, I like Kinder Morgan, the pipeline company, if you're looking for a high yield. The yield is 5.8% at current prices, which is higher than what T offers. Check it out. The symbol is KMP
    Apr 26 04:32 PM | 0 Likes Like |Link to Comment
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