Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Dana Blankenhorn

View as an RSS Feed
View Dana Blankenhorn's Comments BY TICKER:
Latest  |  Highest rated
  • How Evil Does Google Need To Be? [View article]
    I know Cleland. He speaks for the Bells. He does consulting for him and they pay him. He's no more a lobbyist than Newt Gingrich was for Freddie Mac. But no less.

    Compare what the Bells have done for our economy over the last 10 year with what Google has done. Look at how much government money the Bells have sucked up, compare it with what Google has taken, and look at how much service they've delivered.

    I take him for what he is. A Bell spokesman. As opposed to an unbiased source.
    Jan 24 03:04 PM | Likes Like |Link to Comment
  • Economic Tailwind: No Sign Of The Natural Gas Glut Ending Anytime Soon [View article]
    Supplies have increased dramatically in the last few years due to fracking in both the Appalachian and Rocky Mountain basins. It's not all about demand, but supply.

    Oil supply is following gas supply -- some is brought up with the gas.

    The political cartoon drawn about the President regarding energy was never accurate. He has supported subsidies for both fossil fuels and nuclear power. This has angered his base. But a politician can do that. Every successful President angers their base in some way -- Nixon to China is a fairly standard strategy.
    Jan 24 12:29 PM | 1 Like Like |Link to Comment
  • The Key To Winning Global Cloud Race [View article]
    PEs change with both P and E. E will increase, lowering PE.
    Jan 24 12:00 PM | Likes Like |Link to Comment
  • The Key To Winning Global Cloud Race [View article]
    The question is who delivers the functionalities -- one group of guys or a whole collection of guys working through an open source process, sharing little insights until the big problem is solved.

    Linux took decades. What was released in 1991 was nothing like today's RedHat Enterprise Linux.

    McKenty's point is that the open source process is the way in which these functionalities will come to be.
    Jan 24 11:59 AM | Likes Like |Link to Comment
  • Economic Tailwind: No Sign Of The Natural Gas Glut Ending Anytime Soon [View article]
    He never reversed himself. Every single speech the President has made about energy has included support for increased fossil fuel production. This has upset environmentalists quite a bit. But now that we're getting results, it's upsetting Canada http://bit.ly/z1D3tr

    Funny.
    Jan 24 11:57 AM | Likes Like |Link to Comment
  • How Evil Does Google Need To Be? [View article]
    The Constitution makes no mention of the phrase "intellectual property." It recognizes the patent and copyright are limited rights, given to authors and inventors for limited times, with the express aim of increasing innovation.
    Jan 24 09:56 AM | Likes Like |Link to Comment
  • Economic Tailwind: No Sign Of The Natural Gas Glut Ending Anytime Soon [View article]
    The initial headline was that the natural gas glut could easily re-elect the President by providing an economic tailwind. Editors changed it.

    Quite an irony. The President's political enemies creating the economic case that brings Democrats to full power in Washington.
    Jan 24 09:54 AM | 3 Likes Like |Link to Comment
  • Economic Tailwind: No Sign Of The Natural Gas Glut Ending Anytime Soon [View article]
    I agree. The real story here is just what Boone Pickens wrote about, the idea that natural gas will tide us over until renewable sources become cheaper. As they are doing. First Solar just demonstrated a production cell at 14.3% yield. Improvements in manufacturing costs, installation and channel costs are expected to let solar reach "grid parity" in many areas within a very few years, by even conservative estimates.

    Oh, and the new EIA estimates are that we can grow the economy and keep our emissions down to 2005 levels. I think we can do even better than that.
    Jan 24 09:24 AM | 1 Like Like |Link to Comment
  • Economic Tailwind: No Sign Of The Natural Gas Glut Ending Anytime Soon [View article]
    It's a full economic tailwind. Any American who produces anything with natural gas (and that's now a big sector) now has lower input prices than competitors elsewhere. American consumers who use natural gas are now saving money, which improves the economic outlook generally.
    Jan 24 09:21 AM | Likes Like |Link to Comment
  • How Evil Does Google Need To Be? [View article]
    The phrase "intellectual property" does not occur in the Constitution. Patent and copyrights are mentioned as individual rights to be given for a limited time to encourage innovation.

    The assumption of the copyright industries that these are akin to oil wells or land is a false one. Sad to see so many people accepting it.

    Knowledge is just the raw material for more knowledge. Unless it's used it can't do what it's designed to do, which is to create yet more knowledge. Google enables this distribution.

    If you want to protest the Internet, please see Al Gore. And you can also spare us the sanctimony.
    Jan 24 09:04 AM | 1 Like Like |Link to Comment
  • The Key To Winning Global Cloud Race [View article]
    I don't think cloud is disk in the sky. I think all your points make some sense in the short run, or they can be argued by vendors with some success.

    Cloud is a longer-term evolution of computing platforms. We're still in the early stages here. Key questions like authentication, security, privacy, identity and policy management have yet to be answered. Those who answer those questions, and implement those answers, will make a lot of money.

    Open source is most likely to answer those questions satisfactorily, specifically because they're big, because they have to be broken down to be answered, and because the open source collaboration process enables all that.

    But with open source having an advantage in this, then you get back to the question of cloud itself. In the public cloud sphere, cost matters.

    I think the points you state have merit and will be especially important in the area of private cloud, which is where a lot of the work is going to be done over the next few years. It's where, in fact, most of the development work will get done.
    Jan 23 03:52 PM | Likes Like |Link to Comment
  • GE Remains A Defensive Play [View article]
    Not quickly. I think the yield is going to be the thing for some time to come.
    Jan 23 09:20 AM | Likes Like |Link to Comment
  • NRG Will Buck Natural Gas Glut [View article]
    You're wrong. Oil and gas and coal are very heavy on subsidies. Direct subsidies, tax subsidies, under-priced lease rates, etc. etc. etc.

    More important, their costs are going up. Wind and solar will do fine within a very short time without subsidies. Their costs are going down.

    I'd much rather have money on the side of an industry whose costs are going down than one whose costs are going up. That's why renewables are growing while oil is not.
    Jan 23 09:18 AM | 1 Like Like |Link to Comment
  • The Google Transition [View article]
    <sarcasm>Oh, my, what a horrible company. They treat their employees well. They try to do right by the planet. For shame! </sarcasm>
    Jan 23 09:15 AM | 1 Like Like |Link to Comment
  • The Google Transition [View article]
    I don't disagree with you regarding their current revenue streams. And I don't disagree regarding its challenges going forward. We may disagree on our estimates of whether Google is up to those challenges, but that's what makes markets.
    Jan 23 09:13 AM | Likes Like |Link to Comment
COMMENTS STATS
5,596 Comments
3,105 Likes