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Dana Blankenhorn  

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  • Sprint Slowly Circling The Drain [View article]
    Spectrum is useless if people aren't using it.
    Feb 13, 2012. 09:02 AM | Likes Like |Link to Comment
  • Sprint Slowly Circling The Drain [View article]
    I'm doing pretty well, actually. I have more than recouped my losses from the crash and my portfolio (which I maintain here at SA) is doing quite well. Thanks for asking.
    Feb 13, 2012. 09:02 AM | Likes Like |Link to Comment
  • NRG Will Buck Natural Gas Glut [View article]
    No, it is very temporary, for two reasons.

    First, shale producers are already seeing marked production declines. Shale wells don't produce as long as other wells, and must be constantly renewed, thus the costs are much higher.

    Second, excess gas is going to be exported. Efforts to turn LNG terminals on the Gulf Coast into export rather than import facilities are already underway. There will be a global market for LNG, and it will rise to the world price.
    Feb 13, 2012. 09:00 AM | Likes Like |Link to Comment
  • NRG Will Buck Natural Gas Glut [View article]
    There is a natgas glut. But that glut will end. Everyone in the business knows it will end, they're predicting it will end, and the result will be higher prices.

    Against which renewables can compete quite well.

    Don't confuse a temporary price plunge with something permanent. It's a great way to lose money.
    Feb 13, 2012. 08:58 AM | Likes Like |Link to Comment
  • NRG Will Buck Natural Gas Glut [View article]
    Subsidies is subsidies. You say they're not essential? OK, eliminate them. Then price that into the base and we'll see where we stand in terms of price and costs.

    When fossil fuel costs decline, it's always temporary. When renewable technology costs decline, it's permanent.
    Feb 13, 2012. 08:57 AM | Likes Like |Link to Comment
  • Google Turns Motorola Into Google, Is Transformed [View article]
    Really? Really. Owners of stock worth ?$7 b aren't going to sell for $10 b? Really?

    Wow. Just, wow. I frankly don't think it's worth the $7b. Spectrum, in and of itself, has no intrinsic value. It's not even air. Spectrum only has value if you can build radios that use it and (more important) get enough traffic to pay for the infrastructure.

    But here's a thread you might enjoy. http://seekingalpha.co...
    Feb 10, 2012. 05:20 PM | Likes Like |Link to Comment
  • Google Turns Motorola Into Google, Is Transformed [View article]
    It might. But then there are the re-training and re-stocking costs. Not to mention the unfunded liabilities of the parent. And if you do it out of bankruptcy, then you're a vulture.

    Better in that case to start with a clean slate.
    Feb 10, 2012. 05:18 PM | 1 Like Like |Link to Comment
  • Sprint Slowly Circling The Drain [View article]
    Why work up a sweat shorting something priced at under $2.50?
    Feb 10, 2012. 05:17 PM | Likes Like |Link to Comment
  • Sprint Slowly Circling The Drain [View article]
    They might, but only if they can be acquired. Problem is, where are the telecom buyers who might want it?
    Feb 10, 2012. 03:15 PM | Likes Like |Link to Comment
  • Dendreon Gains Will Be Short-Lived [View article]
    Doctors won't accept a limit on their salaries, or their moneymaking potential. This is the real reason why attacks on "ObamaCare" that compare it to Europe resonate with this group. Doctors there make a lot less, and they have less discretion, as well as less social position.
    Feb 10, 2012. 11:31 AM | Likes Like |Link to Comment
  • Google Hardball Driving Stock Through Headwinds [View article]
    I'll have more on what the approval means for Google, or needs to mean for it, soon.
    Feb 10, 2012. 11:01 AM | Likes Like |Link to Comment
  • Dendreon Gains Will Be Short-Lived [View article]
    In Ted's defense, Larry, getting something into treatment for the early stages of a disease like cancer is very, very hard. You have to do a large-scale trial and get the results through the maze.

    What Dendreon is trying to do is use the present approval to fund that large-scale study. Basically patients (and a dysfunctional system) fund this development directly, while Dendreon books profits.

    Ted thinks this is what's right with American medicine. I agree it's why medical technology is primarily an American province.

    But it's an unsustainable economic model. To reach its targets for deficit reduction Medicare can't approve this in the out-years. Nor anything like it. And as Medicare goes so will others in the payment system.
    Feb 10, 2012. 11:00 AM | Likes Like |Link to Comment
  • Time To Give First Solar Some Love? [View article]
    Absolutely correct. And where there is no grid, solar becomes the only choice. Africa's rise this decade (don't laugh -- economically there is growth there) is being fueled by solar energy, not only directly but indirectly, with solar power to communications equipment and infrastructure obviating the need for wires.
    Feb 10, 2012. 08:54 AM | Likes Like |Link to Comment
  • Will Windows 8 Put A Lid On Symantec? [View article]
    You are right. But Microsoft is rolling out new versions of Windows and Office in the next year, its Kinect is a great robotics interface, and it still has a ton of enterprise revenue. That makes it better, in my view, than Symantec.
    Feb 10, 2012. 08:52 AM | Likes Like |Link to Comment
  • Sprint Slowly Circling The Drain [View article]
    Sound in theory, false in practice. Wireless bills keep going up, usage caps keep going down. Same is true in wired services -- we pay more and get less despite changes in technology.

    The reason is an excess of unused capacity, redundant capacity that spectrum "owners" build out and can't fill. Build-out (and spectrum) should be done based on aggregate demand, costs should be shared, and capacity then re-sold through a competitive marketplace.

    Real competition works this way. The Internet works this way. You want to call that "regulation," go ahead. It's actually mutually-agreed upon standards and practices negotiated by private parties.
    Feb 9, 2012. 08:14 PM | 1 Like Like |Link to Comment
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