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Dana Blankenhorn

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  • 90% Of Green Stocks Will Go Bankrupt - So What? [View article]
    Government is always investing in new industries. Computers and transistors were researched with government money in WWII. The Cold War gave us PC technology and this network you're using right now.

    Solar is profitable, right now, for many people. Just not the suppliers of commodity product. But as they get their costs down, they will also become profitable, because as grid parity is passed demand rises.

    Oh, and anyone who doesn't think today's oil industry wasn't developed with government help doesn't know their history.
    Apr 24 05:33 PM | Likes Like |Link to Comment
  • 90% Of Green Stocks Will Go Bankrupt - So What? [View article]
    You are correct. But so is every new area of technology. Mark Twain lost a fortune on a tech start up 130 years or so ago. It was a device we'd now call a "linotype," but it had a different design. It failed. But the idea was right, the idea became reality, and that's the way markets work.
    Apr 24 05:30 PM | Likes Like |Link to Comment
  • IBM, And The Private Cloud, Will Get Here [View article]
    I don't think it's an either-or question either, except perhaps in areas like industry. You don't want a public cloud running your airlines, or your electrical infrastructure.
    Apr 24 02:46 PM | Likes Like |Link to Comment
  • IBM, And The Private Cloud, Will Get Here [View article]
    Buying at today's prices will bring a profit. Not in a few weeks, but in a few years, because IBM is well positioned for the new market.
    Apr 24 02:45 PM | Likes Like |Link to Comment
  • 90% Of Green Stocks Will Go Bankrupt - So What? [View article]
    Yes. All true, in places like California and Hawaii. The "feed in tariffs" are not inflated, by the way. Solar energy supply peaks in late afternoon, alongside peak demand, yet power companies are allowed to force consumers to sell that power at night-time rates, while charging premium prices for it.

    Get your head out of Fox News once in a while. You'll learn something.
    Apr 24 02:44 PM | 3 Likes Like |Link to Comment
  • 90% Of Green Stocks Will Go Bankrupt - So What? [View article]
    Contracting? Really? Contracting. There are now more people working in the solar industry than there are coal miners, more in California than there are actors, more in Texas than there are ranchers.

    http://bit.ly/17XoEVS
    Apr 24 02:43 PM | Likes Like |Link to Comment
  • 90% Of Green Stocks Will Go Bankrupt - So What? [View article]
    That's right. I didn't realize until recently how important storage is as an industry sweet spot. I only saw it as vital in order to give consumers an alternative to selling power to the power company. But the power companies need a lot of it as well, not just to support renewable energy but to manage a grid for the low tolerances of modern computers.
    Apr 24 02:41 PM | Likes Like |Link to Comment
  • IBM, And The Private Cloud, Will Get Here [View article]
    I like IBM's positioning. That's my only excuse. I don't question that they're going to have to go through a few tough quarters in order to deliver on what they're promising, but once they do, they take the enterprise.
    Apr 24 12:56 PM | 5 Likes Like |Link to Comment
  • 90% Of Green Stocks Will Go Bankrupt - So What? [View article]
    De Nada, Robert. It was a good article. I don't disagree with the premise, just the conclusion.
    Apr 24 12:55 PM | Likes Like |Link to Comment
  • IBM: A Disaster In The Making [View article]
    Great Story, Arne, and a legitimate fear. But enterprises don't trust the public cloud. OpenStack isn't going away. And IBM leads in that technology. So I'm going to stick around for a while. I think Warren is, too.

    But great story. Well written. Lovely headline. Well deserving of the traffic it's gotten.
    Apr 23 01:59 PM | Likes Like |Link to Comment
  • Yahoo Remains The Raiders Of Tech [View article]
    According to SI, McKenzie is making a lot of smart moves, dumping salary, getting under the cap, and drafting well. But that won't be reflected in on-field performance until 2014. Couldn't find a better NFL example.
    Apr 23 07:12 AM | Likes Like |Link to Comment
  • 90% Of Green Energy Stocks Will Go Bankrupt... So Buy The Sector? [View article]
    Guess how many of the PC startups of the 1970s made it through to 1985? How many of the minicomputer makers survived to 1990? This is the way of technology -- most companies fail.

    Get over it. What happens to any individual company means nothing. What is happening in the field -- the rapid growth of renewable energy and technologies adapting us to it -- means everything.

    So go back to the Koch Brothers like a good little guy and we'll all go back to making money.
    Apr 19 11:25 AM | 8 Likes Like |Link to Comment
  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    Best buy signal I have ever seen. I'd put it right alongside Amr Zaky's last optimistic post calling the top.
    Apr 19 11:22 AM | 2 Likes Like |Link to Comment
  • Oracle Realizes It's Doomed [View article]
    Oh, please. Google has extensive redundancy. All the eggs aren't in one basket. And it's cheap as chips, in contrast to Oracle, which is merely a managed high-end server cluster, not that much different from what you already have.
    Apr 17 03:01 PM | 1 Like Like |Link to Comment
  • Gold Is Not Money [View article]
    Yeah, I'd rather use fiscal policy than monetary policy but the Austerity Fairy got it and killed it dead. Now she's sucking at the economy for all she is worth -- kind of like a mosquito. The debt as a percentage of GDP has been cut in half, but she's never going to be satisfied, it seems, until she sucks us dry.

    I think the Austerity Fairy is really Dracula. Have some garlic.
    Apr 17 02:59 PM | Likes Like |Link to Comment
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