Seeking Alpha

Dana Blankenhorn

 
View as an RSS Feed
View Dana Blankenhorn's Comments BY TICKER:
Latest  |  Highest rated
  • On First Anniversary, Google's Larry Page Must Solve Motorola Problem [View article]
    Apple's "swipe screen" patent coverage was narrowed and Android phones have already been updated with technology that is not covered by it.
    Apr 5, 2012. 08:21 AM | Likes Like |Link to Comment
  • Mobile Payment Business Nothing Without Secure Identity [View article]
    I assume you mean Elephant Talk and its VALid line of security products? http://bit.ly/HjBlMv.

    There are many companies that have made big promises in this area and failed to deliver. I'll check out ETAK in a future story. Thanks.
    Apr 5, 2012. 08:20 AM | Likes Like |Link to Comment
  • Amazon Prepares To Expand Margins [View article]
    Cisco evolved from being a company serving competitive ISPs and enterprises into one serving carriers. Anyone who expects carriers to do what they claim they're going to do loses.
    Apr 4, 2012. 08:28 PM | Likes Like |Link to Comment
  • Amazon Prepares To Expand Margins [View article]
    I hope so. So long as they have top line expansion I can wait for the bottom line.
    Apr 4, 2012. 04:42 PM | Likes Like |Link to Comment
  • Apache Takes Citrix Systems' CloudStack: Is Rackspace In Trouble? [View article]
    That's not the way it has been explained to me. You don't have to be doing business with Rackspace to run Openstack.
    Apr 4, 2012. 04:41 PM | Likes Like |Link to Comment
  • Google Legal Problems Come Together With Motorola Acquisition [View article]
    The alternative being? It was going to come under patent attack in any case. It was coming under patent attack. Android now costs developers as much as Windows, despite its heritage as a Linux distro.

    The alternative, in other words, was to drop Android entirely, to place it in a foundation like Firefox and walk away.

    Sometimes, you don't have good-bad decisions, but bad-bad ones you have to make the most out of.
    Apr 4, 2012. 03:01 PM | 2 Likes Like |Link to Comment
  • Will The Oil Boom End With A Bang Or A Whimper? [View article]
    I think it's heading down. Competition is coming, both from America and other spots in the oil patch (thanks to oil technology) and from renewables. With natgas down around $2 per mcf, you've got a taste of what the future could be.

    I believe this is the most important story of our time. The only way toward long-term growth is winning the war against oil, because without a new abundance of energy that doesn't destroy the planet we can't take any steps toward saving it.

    And saving it is what I want for my grandchildren.

    No one would have believed, in early 1972, that we might have the kind of abundance in computing power we do now, the kind that makes the computers on "Star Trek" seem quaint and old-fashioned.

    Technology can do the same with energy.

    There is no energy shortage. The Sun shines, the wind blows, the tides roll, and we live on a molten rock. (That rock's heat is fueled by radioactive elements, for the nuclear fans in the audience.)
    Apr 4, 2012. 02:59 PM | Likes Like |Link to Comment
  • Amazon Prepares To Expand Margins [View article]
    It's speculative at current prices, but its top line growth and leadership in so many vital sectors keeps me around.
    Apr 4, 2012. 02:56 PM | Likes Like |Link to Comment
  • Why Not Buy Some Auto Stocks? [View article]
    The inventory build up has come about at a time of greatly reduced buyer incentives. It can be worked off. At some cost to margins.
    Apr 4, 2012. 11:34 AM | Likes Like |Link to Comment
  • Is The U.S. Healthcare System An Economic Bubble? [View article]
    One of the best ways to lose weight is to monitor your progress daily. It's the reinforcement that helps enforce the discipline.

    What we need, more than specialists to deal with the results of bad habits, are more coaches to keep us out of bad habits. Companies that self-insure (even through an insurer) have a powerful incentive toward building such programs and guess what -- they work.

    The more primary care, the more coaching we have, the more progress we can make on preventable conditions that are sucking our economy dry. Any spending from any source on such coaching tends to draw a very powerful return on its investment.
    Apr 4, 2012. 11:33 AM | Likes Like |Link to Comment
  • Amazon Prepares To Expand Margins [View article]
    You double sales from a high base in two years? Yeah that's hyper-growth.
    Apr 4, 2012. 11:29 AM | Likes Like |Link to Comment
  • Internet Explorer Gains Hint At Coming Microsoft Fightback [View article]
    Didn't mention them in this story but I still have 600 INTC, bought in the 1990s. I sold shares when they split for some years, so my current basis in my INTC "investment" is zero dollars. And I suspect it will do well this year.
    Apr 4, 2012. 10:44 AM | Likes Like |Link to Comment
  • Is The U.S. Healthcare System An Economic Bubble? [View article]
    The best protection against malpractice may lie in data-based best practices. When doctors seek to deviate from those best practices they should have to defend that decision.

    Again, this is one of the things Intermountain does. They bring best practices to the bedside. GE is using their database to extend this to others.

    Intermountain, of course, is unique in that it both offers medical services and insures health. Having control of both sides of the transaction gives you an incentive to control costs that does not exist otherwise.

    In other words, let insurers buy clinics. Let them buy hospitals. Let them build networks that they control, and take responsibility for. You will have many of the benefits of single-payer with no government market interference.
    Apr 4, 2012. 10:43 AM | Likes Like |Link to Comment
  • Amazon Prepares To Expand Margins [View article]
    That's what makes markets. If there were no shorts on Amazon, and no bears, then I'd be heading for the hills.
    Apr 4, 2012. 10:39 AM | 1 Like Like |Link to Comment
  • Is The U.S. Healthcare System An Economic Bubble? [View article]
    That's why preventive medicine (which declines as people become uninsured) is so vital, and it points to our dramatic imbalance between generalists and specialists among doctors.

    Oregon is now the least-obese state, but I believe their percentage would have put them near the most-obese 20 years ago. They have kept it down through preventive care and a heavy dose of advertising aimed at consumer behavior.

    Americans are starting to resemble the passengers in Wall-E. I actually saw an obese man, 100 pounds overweight minimum, rocking a muscle shirt and acting like he was rock-hard. His woman was fatter.
    Apr 4, 2012. 10:02 AM | 1 Like Like |Link to Comment
COMMENTS STATS
6,393 Comments
3,729 Likes