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Dana Blankenhorn

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  • Will Legal Troubles Kill Google? [View article]
    Apple's "R&D" is entirely short-term focused and always has been. It's also smaller, as a percentage of sales, than other companies in the sector.

    The company is marketing focused. Always has been.
    Jul 6 01:36 PM | Likes Like |Link to Comment
  • Pres. Obama's "original sin" is his "failure to demand a reckoning from the moneyed interests who brought the economy down," Frank Rich asserts - a simple explanation for the current troubles but not accurate, Derek Thompson counters. "Unemployment suffers today not because of, but independent of, Wall Street's success. That is the simple, boring truth."  [View news story]
    Companies aren't sending work offshore for lower taxes. They're sending work offshore for lower wages and to capture fast-growing markets.
    Jul 6 01:32 PM | 3 Likes Like |Link to Comment
  • Apple vs. Google: The Client vs. the Network [View article]
    Same for pings on other services -- they travel through Google's network. That's the way the Internet works.

    Google owns what its rivals rent. I can't put it any plainer. They're vertically integrated, control their costs, and this makes them more profitable on thinner margins than any rival can hope to be.
    Jul 6 12:53 PM | Likes Like |Link to Comment
  • Apple vs. Google: The Client vs. the Network [View article]
    I don't think you understand.

    Google owns its network, owns its servers, controls its cost. Every other Internet player has to rent these things, at higher costs, controlled by their vendors.

    Thus Google can be more patient in monetizing access to its services than anyone. And it makes more of a net profit from advertising than others. The ad agencies are Google's, too.

    They're the first vertically-integrated Internet company.
    Jul 6 12:51 PM | Likes Like |Link to Comment
  • Pres. Obama's "original sin" is his "failure to demand a reckoning from the moneyed interests who brought the economy down," Frank Rich asserts - a simple explanation for the current troubles but not accurate, Derek Thompson counters. "Unemployment suffers today not because of, but independent of, Wall Street's success. That is the simple, boring truth."  [View news story]
    The idea that companies invest because of nominal tax rates, or that people work harder or less hard due to marginal tax rates, is false.

    I'm not interested in your ideology. I'm more interested in making money.
    Jul 6 12:49 PM | 2 Likes Like |Link to Comment
  • Is Intel Doomed to Remain a Widows-and-Orphans Stock? [View article]
    I like widows and orphans stocks. Just never anticipated Intel would become one. Lesson learned. Never thought Microsoft would become one, either.
    Jul 6 12:44 PM | 2 Likes Like |Link to Comment
  • Apple vs. Google: The Client vs. the Network [View article]
    I never said they did. They own their network. They own and control what all their competitors have to rent.
    Jul 6 12:41 PM | Likes Like |Link to Comment
  • Apple vs. Google: The Client vs. the Network [View article]
    Didn't say they were. They own their own network. The last-mile is their problem. They don't sell the bandwidth.

    Get it through your head. They own what every competitor has to rent. This is an advantage.
    Jul 6 12:40 PM | Likes Like |Link to Comment
  • Is Intel Doomed to Remain a Widows-and-Orphans Stock? [View article]
    Intel is a low-risk company today that offers minimal upside reward. That's what the numbers say. But I really like your freezer analogy. Although I don't think Whirlpool has done better than Ben & Jerry, I take your point.
    Jul 6 11:55 AM | 1 Like Like |Link to Comment
  • Will Legal Troubles Kill Google? [View article]
    You may think that open source is theft. I don't. Open source is shared infrastructure, and as software grows in complexity it makes a lot more sense, financially, than the proprietary model.

    I don't think the US economy benefits from having lawyers attempting to impose an obsolete business model on one of our largest industries.
    Jul 6 11:53 AM | Likes Like |Link to Comment
  • Apple vs. Google: The Client vs. the Network [View article]
    Obviously you're unacquainted with Google's history. While other ISPs and Web hosts were going to high-end servers in the early 2000s, Google used generic PCs which it built itself. It was a huge advantage. Lowered costs. Just as opening the doors on its server facilities lowers costs. Just as owning its own fiber lowers costs.

    Google cares about this stuff. More than it cares about other stuff. And it does an outstanding job at it.
    Jul 6 11:50 AM | Likes Like |Link to Comment
  • Apple vs. Google: The Client vs. the Network [View article]
    A moat creates opportunities as well as keeping competitors at bay. Google's moat -- its ownership of everything it needs to get any of its products within a mile or so from the customer -- means it can enter markets like social and make money quickly.
    Jul 6 11:48 AM | Likes Like |Link to Comment
  • Pres. Obama's "original sin" is his "failure to demand a reckoning from the moneyed interests who brought the economy down," Frank Rich asserts - a simple explanation for the current troubles but not accurate, Derek Thompson counters. "Unemployment suffers today not because of, but independent of, Wall Street's success. That is the simple, boring truth."  [View news story]
    The downsizing adjustment you speak of has begun, and most of it is being done by the industry. Now if we can just get more indictments against bad actors...and meaningful regulations to assure transparency for all market participants.
    Jul 6 11:47 AM | 1 Like Like |Link to Comment
  • Pres. Obama's "original sin" is his "failure to demand a reckoning from the moneyed interests who brought the economy down," Frank Rich asserts - a simple explanation for the current troubles but not accurate, Derek Thompson counters. "Unemployment suffers today not because of, but independent of, Wall Street's success. That is the simple, boring truth."  [View news story]
    If you want to move to Singapore or Hong Kong, please be my guest. We're very competitive by any measure. And the measures used in the chart you displayed are very very limited.
    Jul 6 11:46 AM | 2 Likes Like |Link to Comment
  • Pres. Obama's "original sin" is his "failure to demand a reckoning from the moneyed interests who brought the economy down," Frank Rich asserts - a simple explanation for the current troubles but not accurate, Derek Thompson counters. "Unemployment suffers today not because of, but independent of, Wall Street's success. That is the simple, boring truth."  [View news story]
    Most U.S. corporations don't pay any tax. GE paid no tax. How do you get lower than zero?

    Nominal rates matter less than what is actually paid.
    Jul 6 11:43 AM | 2 Likes Like |Link to Comment
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