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Dana Blankenhorn  

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  • Amazon Or Costco? [View article]
    That is a popular view here.
    Mar 6, 2015. 03:37 PM | Likes Like |Link to Comment
  • Tech Rise Is Not A Bubble, But A Change In Leadership [View article]
    Pharma is getting better, in part, because computing allows more discoveries to be made more quickly.
    Mar 6, 2015. 02:32 PM | Likes Like |Link to Comment
  • Amazon Or Costco? [View article]
    You buy the drinks next time, then. <g>
    Mar 6, 2015. 02:31 PM | Likes Like |Link to Comment
  • Amazon Or Costco? [View article]
    One of the key features of Costco's Amex card, which I'm sure will be carried over, is your ability to get a rebate check, used at Costco, every 6 months.
    Mar 6, 2015. 02:31 PM | Likes Like |Link to Comment
  • Net Neutrality Battle Pitted Industry Vs. Industry [View article]
    Not. Wires are out of style, except at the core. And there are limited markets even at the core.
    Mar 6, 2015. 02:29 PM | Likes Like |Link to Comment
  • Amazon Or Costco? [View article]
    He wrote when the stock was below $300. It's now near $380. The market has answered the question. The company is not a fraud.
    Mar 6, 2015. 12:30 PM | 1 Like Like |Link to Comment
  • Amazon Or Costco? [View article]
    My position on that is Paolo wrote when Amazon was under $300 and it's now near $380.
    Mar 6, 2015. 12:09 PM | Likes Like |Link to Comment
  • Tech Rise Is Not A Bubble, But A Change In Leadership [View article]
    Problems are usually solved only AFTER they become opportunities. And remember, once upon a time oil was an opportunity that solved important problems.

    So was gasoline. Standard Oil pushed it as a fuel because it had no other obvious use for it. Kerosene gave light, paraffin had lots of uses, but that light distillate that was sort of like alcohol? Meh, thought JD Rockefeller. Let's see if we can find a market for it.
    Mar 6, 2015. 12:05 PM | Likes Like |Link to Comment
  • Amazon Or Costco? [View article]
    Interesting. That 900% return over 10 years in AMZN isn't turning heads.
    Mar 6, 2015. 12:02 PM | 1 Like Like |Link to Comment
  • Amazon Or Costco? [View article]
    Care to explain why Visa is going to keep you away from Costco if you formerly used an Amex there? I would think people would switch quickly.
    Mar 6, 2015. 11:27 AM | 4 Likes Like |Link to Comment
  • Amazon Or Costco? [View article]
    Interesting. Because over the last decade AMZN has delivered nearly four times the return as COST, the stock rising 973% to about 250% for COST.
    Mar 6, 2015. 11:27 AM | Likes Like |Link to Comment
  • Tech Rise Is Not A Bubble, But A Change In Leadership [View article]
    What I've learned in my own study is that politics follows economics. It doesn't lead it, and it can't stop it.

    A generation ago, as the power of oil was rising, manufacturing interests still dominated Washington. Much of Nixon's cabinet came from the manufacturing industries. Robert McNamara had run Ford.

    A generation before that, as manufacturing was rising in importance, most of FDR's cabinet came from securities, utilities and banking. That's the way it is.

    It's easy to get lost in the daily grind of politics and think it drives the train. But the trends throughout our history are clear. Business' needs change, and politics adapts itself to it. Those politicians who stand in the way of what business needs -- which may be different from what business desires (it certainly was in the 1930s) -- lose.
    Mar 6, 2015. 11:21 AM | 1 Like Like |Link to Comment
  • Can Dollar General Really Fulfill Its Promise? [View article]
    What if you could buy fresh fruit, fresh vegetables, and gas at a store like DG? WalMart's Express format is about the same size as a DG. It's trucks are already traveling those roads. The company's problem is simply that your town of 800 is too small for it to bother with. A smaller format would change that.
    Mar 6, 2015. 10:15 AM | Likes Like |Link to Comment
  • Tech Rise Is Not A Bubble, But A Change In Leadership [View article]
    You have a point there. But that's a different question, one involving journalistic business models that right now can't get value out of defined audiences. I'm working on it.
    Mar 6, 2015. 10:14 AM | 1 Like Like |Link to Comment
  • Google And Facebook Declare Internet Independence From Carriers [View article]
    Yet that's just what GOOG is promising to do and FB is threatening to do.

    The government is not confiscating any private property from the telcos. The telcos were built under government regulation, with guaranteed profits, and have been sucking at the government teat for decades. They continue to control the dance -- not the government -- which is why AT&T yields 5% in dividends. They're capital extractors, not investors.

    The net neutrality decision means the government is getting out of the business of price-fixing in this sector and letting the market drive change. It's good for the telcos in the short run, but I personally don't think that FB and GOOG will, if their demands are thwarted, going to be as kind and gentle as the government has been toward these companies.
    Mar 6, 2015. 07:56 AM | Likes Like |Link to Comment
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