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Dana Blankenhorn

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  • Can IBM Save OpenStack? [View article]
    Great anti-open source FUD. I've been hearing this kind of stuff since 2005. It's always been crap. Open source starts slowly, but eventually dominates. As it was with Linux, so it should be with cloud.
    May 23 12:00 PM | 0 Likes Like |Link to Comment
  • Why Yahoo Has Just Started To Run [View article]
    You are right. It could go either way. Investors need to take in all they can and make an independent judgement, as you're doing.
    May 22 10:48 AM | 0 Likes Like |Link to Comment
  • Can IBM Save OpenStack? [View article]
    The money is in the private cloud. But we won't get to the private cloud unless OpenStack can compete with Amazon. Rackspace's innovation is Red Hat's innovation is IBM's innovation, because OpenStack is open source.
    May 21 01:59 PM | 0 Likes Like |Link to Comment
  • Can IBM Save OpenStack? [View article]
    Yep. Because if they don't get an upside, OpenStack looks like a failure. And if OpenStack is perceived as a failure, that's worse for IBM than giving $RAX a premium.
    May 21 01:59 PM | 0 Likes Like |Link to Comment
  • IBM: A Disaster In The Making [View article]
    That is an important link John, which I will address in a piece shortly.
    May 21 12:57 PM | 0 Likes Like |Link to Comment
  • Windows Blue Should End Microsoft Bull Run [View article]
    You may be right. So far, since this was written, MSFT is up over 10%.

    Sometimes the squirrel finds a rock.
    May 21 12:56 PM | 0 Likes Like |Link to Comment
  • AOL May Be Ready To Break Out [View article]
    A lot of people laugh at Patch. But I look at the sites here in Atlanta and I see immense potential.
    May 20 01:24 PM | 0 Likes Like |Link to Comment
  • 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 | 2 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 | 4 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
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