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Dana Blankenhorn  

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  • What Amazon Will Do With New Capital Ammunition [View article]
    Actually it doesn't. AWS is profitable on its own. The era of having to push prices down continuously in order to maintain market share for Amazon has ended. Will that mean net income overall? Probably not. They've got lots of other places to deploy capital. And the money given over to shareholders, the increased market cap, is now capital in the enterprise.
    Apr 28, 2015. 11:32 AM | Likes Like |Link to Comment
  • Evaluating Amazon's Latest Target, W.W. Grainger [View article]
    I do love the persistence of the Amazon bear.
    Apr 28, 2015. 11:31 AM | 1 Like Like |Link to Comment
  • Evaluating Amazon's Latest Target, W.W. Grainger [View article]
    Welcome to Seeking Alpha. Hope you'll comment again on other topics. Oh, and the 20th century is over. As the article noted, two-thirds of business purchases are now made online. You don't got to know the territory no more.
    Apr 28, 2015. 11:30 AM | Likes Like |Link to Comment
  • What Amazon Will Do With New Capital Ammunition [View article]
    Shares are themselves a currency. Always have been in the tech industry. And this capital can be deployed in many different ways.
    Apr 28, 2015. 11:28 AM | Likes Like |Link to Comment
  • Comcast's Consolation Prize: It Becomes Disney [View article]
    There is an assumption underlying your post that Democrats hate big business and Republicans are kind toward it. This is not borne out by economic statistics, going back a full century.
    Apr 28, 2015. 11:26 AM | Likes Like |Link to Comment
  • Evaluating Amazon's Latest Target, W.W. Grainger [View article]
    I wonder. Grainger is going to need a white knight at some point. Who could that be? Staples is too small...could it be WalMart? Or, maybe, Home Depot? Just spit-balling.
    Apr 28, 2015. 10:34 AM | Likes Like |Link to Comment
  • Machine Learning - The New Cloud Sweet Spot, And Amazon Trails [View article]
    A Nokia flip phone is smarter than most people I know. <g>
    Apr 28, 2015. 10:13 AM | 1 Like Like |Link to Comment
  • Evaluating Amazon's Latest Target, W.W. Grainger [View article]
    When you earn $801 m for the year, and do $1.1 b in stock buybacks and dividends, that's not "profitability." It's capital extraction.
    Apr 28, 2015. 10:13 AM | 3 Likes Like |Link to Comment
  • Google Fiber Takes Internet Access To The '90s - The 1890s [View article]
    You are right about SNE. Since the depreciation of the yen against the dollar, a lot of poor performance has been covered up quite nicely. But it's like makeup. Eventually those cracks show again.
    Apr 28, 2015. 07:50 AM | Likes Like |Link to Comment
  • Google Fiber Takes Internet Access To The '90s - The 1890s [View article]
    I'd buy LVS in a heartbeat if I thought I could make money on it. Right now I don't.
    Apr 28, 2015. 07:49 AM | Likes Like |Link to Comment
  • The Cloud Shake-Out Has Begun As HP Drops Out Of Public Cloud [View article]
    I have been widely criticized here, and with reason, for being negative toward HPQ since Meg Whitman became chairman. And it's true. The stock has done well. But the company hasn't, and in the end that is what matters most to me.
    Apr 28, 2015. 07:48 AM | 1 Like Like |Link to Comment
  • The Cloud Shake-Out Has Begun As HP Drops Out Of Public Cloud [View article]
    Maybe you would feel better if Google were trying to get pigs to fly. <g>
    Apr 28, 2015. 07:46 AM | Likes Like |Link to Comment
  • Comcast's Consolation Prize: It Becomes Disney [View article]
    Yes, I'm sure Mrs. Clinton will be extremely friendly. <g>
    Apr 28, 2015. 07:45 AM | Likes Like |Link to Comment
  • Comcast's Consolation Prize: It Becomes Disney [View article]
    If you are currently paying $150/month for TV service and $50/month for Internet broadband, how does this help Comcast?
    Apr 28, 2015. 07:44 AM | Likes Like |Link to Comment
  • Comcast's Consolation Prize: It Becomes Disney [View article]
    Sounds like Comcast could make a run at TWX, then, using both cash and stock. No crazier than TWX buying AOL back in the day. <g>
    Apr 28, 2015. 07:43 AM | Likes Like |Link to Comment
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