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Dana Blankenhorn

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  • Why Google Should Buy Netflix [View article]
    Google has no capability for negotiating with Hollywood. (I agree with your factual analysis, by the way.) Google has no current customers and no capability for handling that kind of commerce. Netflix is the leading brand in the space and will remain that, even while its valuation declines.

    Every deal depends on the price, and at the right price this would be a very good deal.
    Jul 11 01:25 PM | Likes Like |Link to Comment
  • Time to Sell the Telcos? [View article]
    The telcos face serious competition in the core, not just from Level 3, they face diminishing returns from their base business, they face continuing regulation, and they face changing technology, something they have generally ignored for decades.

    yes, what's not to like?
    Jul 11 01:23 PM | Likes Like |Link to Comment
  • Whether Qualcomm Is a Better Choice Than Intel [View article]
    A key to Qualcomm's success has been its better relationships with the OEMs that make phones and related equipment. Intel messed this relationship up in the early 2000s and has yet to recover.

    Qualcomm, like Broadcomm, delivers not only finished designs to OEMs, but customers.
    Jul 11 12:15 PM | Likes Like |Link to Comment
  • In its ongoing fight against Android, Apple (AAPL -1.2%) files a second patent infringement complaint against HTC with the ITC. The new complaint is requesting to block the import of "personal electronic devices" by HTC. Further details are not yet available.  [View news story]
    I have written about this on my personal blog www.danablankenhorn.co... The bottom line is that Apple believes it owns the smartphone - not just its own phone but what modern smartphones do. And they are willing to go to court, time after time, to protect this monopoly.
    Jul 11 12:13 PM | Likes Like |Link to Comment
  • Playing the Debt Crisis: Go Short but Anticipate a Rally [View article]
    I agree. This is wholly unnecessary. But Republicans chose to have the budget fight on this ground, so Obama is letting them have it.

    He didn't choose the ground, and while you may criticize him for not endorsing the 14th Amendment immediately and keeping this from happening, he seems to have calculated the political necessity.
    Jul 11 12:11 PM | Likes Like |Link to Comment
  • Time to Sell the Telcos? [View article]
    Costs are greatly reduced by sending calls through the Internet core, and high-priced sections of AT&T network are bypassed entirely.

    Yes, there are ways around the telcos. And there will be increasing numbers of such workarounds, as telcos increasingly become the obvious bottlenecks in the system.
    Jul 11 11:18 AM | Likes Like |Link to Comment
  • News Corp's (NWS) "withdrawal of undertakings" at the Competition Commission lays a path for the U.K. to conduct a full competitive inquiry of the BSkyB takeover proposal, which could slow the process considerably. NWS -6%, BSYBY.PK -8%. (PR; previous developments)  [View news story]
    With Rupert now in London trying to save the situation, what does this mean for succession seekingalpha.com/artic... and for the nature of the company?
    Jul 11 11:16 AM | Likes Like |Link to Comment
  • James Murdoch Tries to Save Satellite Deal and Murdoch Era [View article]
    My bad. News International only owns the British papers en.wikipedia.org/wiki/... But these include the Times of London.
    Jul 11 10:51 AM | Likes Like |Link to Comment
  • James Murdoch Tries to Save Satellite Deal and Murdoch Era [View article]
    Pretty amazing that this story is getting no comment here given that it's the chief news story of the day www.bbc.co.uk/news/uk-... and this is a $41 billion company.

    Rupert Murdoch has personally arrived in London to take charge of this, by the way, so James' days as heirs may indeed be numbered. There are also rumors that News Corp. will try to sell its entire news division -- which includes many American papers -- to save its name.
    Jul 11 10:48 AM | Likes Like |Link to Comment
  • Debt Ceiling Debate Solution: Mint a $1 Trillion Coin [View article]
    Don't play passive-aggressive games when it comes to the national debt. Don't show contempt for those who disagree and then pretend that you're the one who's insulted.

    You owe the money. You have to pay it back. You can either pay it back by giving all you own back to the bank, or by finding a way toward growth.

    Those are your choices. There is no third choice. Try to renege on the debt and the cost of your existing credit card explodes so you wind up giving back all you own anyway. Your house. Your car. Your business. Everything.

    What a "race to the bottom" entails is cutting wages, destroying human capital, and pretending that the rich will somehow keep going on as before. They won't.

    So we either hang together in this country, pay the debt and grow together, or we can hang separately. A lot of people here seem to think they can avoid the hangman altogether.

    They can't.
    Jul 11 10:42 AM | Likes Like |Link to Comment
  • Playing the Debt Crisis: Go Short but Anticipate a Rally [View article]
    Good. Renege on the country's debts. Let the market fall. I don't think we get a solution until it does.

    But if you supported the wars in Iraq and Afghanistan, pay for them. If you supported the Bush-era tax cuts, pay for them. We're on a glide path toward balance over five years by doing nothing, while the only GOP budget plan foresees at least 5 additional years of deficits beyond that in order to maintain lower tax rates.

    So if you're a Republican, if you were a Republican, you have to increase the debt ceiling. You've already spent the money. Pay it back.
    Jul 11 10:33 AM | 3 Likes Like |Link to Comment
  • Will Legal Troubles Kill Google? [View article]
    The topic here is whether innovation is legal in an atmosphere where basic business models are subject to patent protection.

    I guess your answer to that would be no?
    Jul 11 10:30 AM | Likes Like |Link to Comment
  • Debt Ceiling Debate Solution: Mint a $1 Trillion Coin [View article]
    Countries compete just as companies do. I'm sorry you don't like the term. I'm sorry it hurts your feelings. But anyone who thinks you grow by investing less, especially in an age where human capital is increasingly vital, can stand to get their feelings hurt.
    Jul 11 10:28 AM | Likes Like |Link to Comment
  • Debt Ceiling Debate Solution: Mint a $1 Trillion Coin [View article]
    Health care and participation in education are up, while median ages are up and family sizes are down.

    More important you get a lot more growth in places that meet these costs than in states like Mississippi, which is what you want us to turn into.
    Jul 11 10:27 AM | Likes Like |Link to Comment
  • Playing the Debt Crisis: Go Short but Anticipate a Rally [View article]
    I don't believe we'll have a solution until folks like you believe we won't. That is, until there is financial blood in the streets, and traders rending their garments. That's the only way for the President to gain the political cover he needs to invoke the 14th Amendment, which is the ultimate solution in the short term to the debt ceiling.

    He also needs people to feel real pain in order to force Republicans toward an approach Democrats can accept in coming negotiations over spending in the 2012 fiscal year.

    The recovery is choppy in part because, since the stimulus, economic policy has had to become a drag on growth. When you cut state and local spending, you raise unemployment. When you cut federal spending, the same. We all know this has to be done, but pretending it will lead to prosperity is asinine.
    Jul 11 09:49 AM | 1 Like Like |Link to Comment
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