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Dana Blankenhorn  

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  • How Banks Will Make Up That $5 Per Month Fee [View article]
    Yes, but this is an investment site. The question we ask and answer here is what's good for investors, and this strategy could work for investors in bank stocks.
    Dec 6, 2011. 07:00 PM | Likes Like |Link to Comment
  • The Solution For The Eurozone Debt Crisis Is Actually Quite Simple [View article]
    "I see nothing in the present situation that is either menacing or warrants pessimism."

    Read more: http://anse.rs/sCgelk
    Dec 6, 2011. 03:17 PM | Likes Like |Link to Comment
  • How Health Insurers Are Defusing The ObamaCare Bomb [View article]
    Wow. The health care act only demanded 80% of money go to patients, not 90%.
    Dec 6, 2011. 12:29 PM | Likes Like |Link to Comment
  • How Banks Will Make Up That $5 Per Month Fee [View article]
    The merchant side of the business is undergoing rapid innovation from companies that (unfortunately) are still privately held, such as Square.
    Dec 6, 2011. 11:57 AM | 1 Like Like |Link to Comment
  • How Banks Will Make Up That $5 Per Month Fee [View article]
    I didn't mean to insult customers when asking why debit cards exist. They exist for good reason. To serve more customers, and to speed transactions, and to make the banks more money.

    The point of this story is that banks are moving from debit to credit because they make more money there. Period. End of sentence.
    Dec 6, 2011. 11:57 AM | 1 Like Like |Link to Comment
  • It's a good day to own cloud software stocks, as SAP/SuccessFactors helps stoke a frenzy of buying (I, II, III). A few more names surging on the news: KNXA +13.7%. SABA +13.9% CSOD +9.5%. CTCT +5.3%. ARBA +11.4%. TNGO +5.1%. Some traditional business software firms previously linked to takeover chatter are also up strongly:  TIBX +6.2%. CTXS +5.4%. INFA +4.5%. MSTR +6.9%.  [View news story]
    This is about SaaS applications, not "the cloud." Cloud players want to go up the stack by buying applications (and their locked-in customer sets). That's why SAP bought Success Factors.

    Just don't say cloud, please
    Dec 5, 2011. 12:00 PM | Likes Like |Link to Comment
  • MF Global (MFGLQ.PK) had been using client cash for "several days if not weeks" before its bankruptcy rather than, as previously thought, just a few days prior, Reuters reports. If true, it would pose the question why CME (CME) reviewed MF's books a week before the bankruptcy and found no problems.  [View news story]
    Corzine-Madoff 2012. The perfect third party ticket.
    Dec 5, 2011. 09:30 AM | 1 Like Like |Link to Comment
  • Apple May End Mobile Phone Contract Era [View article]
    In this case. I'm sure we'll disagree plenty down the road. Happy modeming.
    Dec 5, 2011. 08:36 AM | Likes Like |Link to Comment
  • The Coming Bandwidth Glut [View article]
    I agree that municipalities should be free to do what they want. I agree that the phone companies in North Carolina screwed the public interest. And I agree that there are other considerations in capital allocation other than raw profit.

    But what I'm arguing for is an Internet business model over a regulated phone company business model.
    Dec 5, 2011. 08:34 AM | Likes Like |Link to Comment
  • Will Networking Define The Cloud, Or Law? [View article]
    Cisco has been losing to a lot of companies for a long, long time. That's why its profits and stock valuation are relatively low, while they continue to serve fast-growth markets.
    Dec 5, 2011. 08:32 AM | Likes Like |Link to Comment
  • Sprint And Clearwire Are Facing The Same Hurdles [View article]
    The muni wifi businesses failed for the same reason Sprint and Clearwire are failing. That is, they're building out entire networks when they don't need to. Just let smaller private companies bring the equipment they need to the party, without government entanglement, as is done in many, many urban places today.

    Don't confuse "universal service obligations" with communism.
    Dec 5, 2011. 08:31 AM | Likes Like |Link to Comment
  • Larry Page's Google Strategy Comes Together [View article]
    Please tell me what you think the ethos of the movement is, because I've talked to a lot of Occupy members and they deeply resented being compared with communists, socialists, or any other -ists. They just want the kind of fair dealing Teddy Roosevelt promised.
    Dec 5, 2011. 08:29 AM | Likes Like |Link to Comment
  • The Coming Bandwidth Glut [View article]
    I don't consider myself a right wing nut but I really agree. The only difference we may have is that while you may want all the spectrum "sold," I think the proper market solution is to have it shared, defining standards by equipment, and enabling more private parties to both use it and build to the standards.

    That's the way the Internet works. And the Internet, while originally funded by military funds, is a privately-run network of networks.
    Dec 5, 2011. 08:27 AM | 1 Like Like |Link to Comment
  • The Coming Bandwidth Glut [View article]
    The Internet is not a regulated utility. I think that business model works best for all private companies, because they only bring the equipment they need to the party, and no one has to overbuild because everyone agrees to use everyone else's stuff under negotiated peering arrangements.
    Dec 5, 2011. 08:26 AM | Likes Like |Link to Comment
  • The Coming Bandwidth Glut [View article]
    Actually the people in the tablet space disagree with you. That's why many tablets are shipped WiFi only. They are used in homes or offices, and remotely only in places with free WiFi readily available.
    Dec 5, 2011. 08:25 AM | Likes Like |Link to Comment
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