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Dana Blankenhorn  

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  • HP Blows Its Last Shot At Open Source Credibility [View article]
    Open source, as opposed to FOSS, was really born with "The Cathedral and the Bazaar," Eric Raymond's essay, and subsequently organized along those principles.

    Raymond's a die-hard Republican. Not that there's anything wrong with that. I disagree with Eric (known as esr as opposed to FOSS's Richard Stallman, or rms) on many issues of political policy. But not usually on tech.
    Aug 1, 2012. 01:55 PM | Likes Like |Link to Comment
  • The Posner Effect On The Patent Gold Rush [View article]
    Apple could not have made the iPhone without Samsung chips. Samsung has abundant intellectual property rights in many areas.

    Eventually a settlement will have to come.
    Aug 1, 2012. 11:31 AM | Likes Like |Link to Comment
  • Netflix Does Its Tech Homework [View article]
    Disagreements are what make markets. The views of folks like Ben Bush are perfectly valid, and those of AlessandroDiRoma are just as valid. We can all bet on it, one way or the other.

    Then time spins the wheel and we see who's right.
    Aug 1, 2012. 11:29 AM | Likes Like |Link to Comment
  • Google Is Not Just An Ad Company [View article]
    That's about right. Much of that fiber was bought at the bottom of the dot-bomb, for literally pennies on the dollar. True, it takes investment to re-light that fiber, and to put modern equipment at both ends of a line. But Google made that investment in expanding its own network for its own purposes, and it can now light that fiber for a fraction of the cost anyone else would pay to acquire a line.

    It may have been the smartest move Larry Page ever made.
    Aug 1, 2012. 11:27 AM | 1 Like Like |Link to Comment
  • The Posner Effect On The Patent Gold Rush [View article]
    The problem with "loser pays" is that it can deny small players a day in court. You sue a big guy, he pounds you with lawyers and buys the verdict, then he lays his bill on you. That's a risk most small companies won't take -- they'll walk away first.

    I think some judges can force abusive plaintiffs to pay the other side's costs. And some do.
    Aug 1, 2012. 08:10 AM | Likes Like |Link to Comment
  • The Posner Effect On The Patent Gold Rush [View article]
    "We're arguing about rectangles now." -- Samsung executive.

    You can make a better mousetrap if you make it differently. It may still look like the first mousetrap, and it may still catch mice. But the law protects multiple mousetraps.
    Aug 1, 2012. 08:09 AM | Likes Like |Link to Comment
  • Netflix Does Its Tech Homework [View article]
    There is that risk, and it's substantial. But higher-value content could bring higher prices without changing anything, and that could make up for your imagined losses. Making Netflix even more social will assure brand loyalty.

    I don't own the stock, but I find it interesting that some think it will zoom while others, like you, think it will tank. My own guess is closer to the mid-range between those two extremes.
    Aug 1, 2012. 08:07 AM | Likes Like |Link to Comment
  • Netflix Does Its Tech Homework [View article]
    Personally I love it when people like Alan use these threads to help people like Ben. The value of a blog post lies below the meager lines I write.
    Aug 1, 2012. 08:05 AM | 1 Like Like |Link to Comment
  • Is Windows 8 Bad For Gamers, Or Just For Steam? [View article]
    Gates has to dump large amounts of stock. That's at the heart of his philanthropy -- turning stock into good as Carnegie and Rockefeller did.
    Aug 1, 2012. 08:04 AM | 1 Like Like |Link to Comment
  • The Posner Effect On The Patent Gold Rush [View article]
    Uh, no.Apple invented a mousetrap. Others can create mousetraps. Apple can't patent the idea of trapping mice. That's not how the patent system works.

    Go re-read your Constitution. Art 1 Sec 8. And note what the Federalists (not the Anti-Federalists) had to say about this question of "monopolies." They were reluctant to acknowledge them at all.

    Also look at American history. We didn't give a fig for copyrights and patents until we had a positive balance-of-trade in them.
    Jul 31, 2012. 01:57 PM | Likes Like |Link to Comment
  • The Posner Effect On The Patent Gold Rush [View article]
    I've connected with Florian directly and that's not the impression I get. He noted to me that Posner has been overruled in tech cases and he considers that his views about this issue are just the views of one man. Both true, but misses the point.
    Jul 31, 2012. 01:55 PM | Likes Like |Link to Comment
  • Google Is Not Just An Ad Company [View article]
    Oh, and Chromebooks.
    Jul 31, 2012. 01:53 PM | Likes Like |Link to Comment
  • Google Is Not Just An Ad Company [View article]
    Short term analysis is fine. Looking at where revenues have been coming from, the vast majority do indeed come from ads.

    But if you're going to evaluate a company in the longer-term it helps to see everything they're doing, and consider it as part of a larger whole.

    I admit to projecting here.
    Jul 31, 2012. 01:20 PM | 1 Like Like |Link to Comment
  • Google Is Not Just An Ad Company [View article]
    The pieces being put into place -- Google Cloud, Google Play, Google hardware -- practically force this change in strategy.
    Jul 31, 2012. 12:09 PM | Likes Like |Link to Comment
  • Archer Daniels Midland Looks Like An Obvious Short [View article]
    Since this was written ADM reported on its most recent quarter. http://bit.ly/N8D6h6 The news was not good.

    excerpt:

    The Decatur, IL-based company reported fiscal fourth quarter net income of $284 million, or 43 cents per share, compared with $381 million, or 58 cents per share, in the year-ago period. Excluding one-time benefits, adjusted profit was just 38 cents per share.

    Revenue fell almost 1% from last year to $22.68 billion.

    On average, Wall Street analysts expected a much higher profit of 60 cents per share, on slightly higher revenue of $21.75 billion.
    Jul 31, 2012. 09:31 AM | Likes Like |Link to Comment
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