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Dana Blankenhorn

 
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  • Time to Sell the Telcos? [View article]
    This FCC's policy toward the Bells has, on balance, been less favorable to their interests than that of the previous Administration. It's something I'm certain their lobbyists would confirm.
    Jul 11 04:26 PM | Likes Like |Link to Comment
  • James Murdoch Tries to Save Satellite Deal and Murdoch Era [View article]
    Financial Times calls the BSkyB deal dead www.ft.com/cms/s/0/cb9... What now of James Murdoch's ambition to make NWS an infrastructure company? And what of "Google and Apple are killing us?" NWS down another 6% seekingalpha.com/symbo...

    Oh, and other News of the World editors now holding big jobs? Start with WSJ head Les Hinton and CNN talking head Piers Morgan.
    Jul 11 03:41 PM | Likes Like |Link to Comment
  • Good News for Solar Energy in Falling Polysilicon Prices [View article]
    Katie Fehrenbacher at Gigaom is one of my favorites. I have in the past written for Renewableenergyworld.com, and may again -- especially when I see scientific or start-up stories that are inappropriate for use here.
    Jul 11 03:41 PM | 1 Like Like |Link to Comment
  • Time to Sell the Telcos? [View article]
    The political comment was not meant for you. There are political opponents of the Bells, like Bruce Kushnick, Free Press etc. Some very smart folks like Bob Frankston, co-founder of VisiCalc, have thought long and hard about these questions.
    Jul 11 03:17 PM | Likes Like |Link to Comment
  • Solar ETFs Yes, Cloud ETF No [View article]
    I agree. I think a "cloud computing stock" is a company that has all or most of its business activity aimed at the space, not something like Netflix. More like Red Hat, VMWare, and OpenStack. Even cloud "leaders" like Amazon get most of their money from elsewhere, and put most of their money elsewhere as well.
    Jul 11 02:14 PM | Likes Like |Link to Comment
  • Time to Sell the Telcos? [View article]
    You're talking about Verizon. You know they only own half of Verizon Wireless, don't you? Any upside there is limited. They also got the bad half of the old infrastructure deal with MCI.

    As to broadband wireless, people can move away from the duopoly there just as they can on the wired network. Technology is changing, it will continue to change, and companies that rely on government power to maintain their financial strength are on the wrong side of history.
    Jul 11 02:12 PM | Likes Like |Link to Comment
  • Time to Sell the Telcos? [View article]
    This "anti-business Obama Administration" meme is so tired. When are you going to realize when you've got it good? Bush was horrible for most businesses, Clinton was great, but because he and Obama are not of your ideology they are "anti-business."

    B.S. Honest business has nothing to fear from law enforcement.
    Jul 11 02:10 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]
    Being sued is not the same as losing a suit. But beyond that point well taken.
    Jul 11 01:26 PM | Likes Like |Link to Comment
  • 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
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