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Dana Blankenhorn  

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  • The 'Resolutionary' New iPad: A Disappointment? [View article]
    They stole and re-defined a word I've been using for years around my YMCA.

    "Resolutionaries" are the people who come in with New Year's Resolutions, clog the gym all through January, and then disappear with the groundhog in February.
    Mar 8, 2012. 09:47 AM | 4 Likes Like |Link to Comment
  • Patent Peace In Our Time For Apple And Google? [View article]
    It depends on what is patentable, how long the patent lasts, and what the patent is used for.

    If you just rush to the patent office with the ideas everyone else plans to market, then hold those companies up without actually making anything, that's bad.

    If patents don't encourage innovation, if they retard it or restrict it, they violate the intent of the Constitution in Art. 1 Sec. 8. Same with copyright.
    Mar 8, 2012. 09:43 AM | 1 Like Like |Link to Comment
  • Chesapeake Still Spells Trouble To Me [View article]
    That is an excellent point. Traders like action. I am not a trader. I'm just a journalist with a nest egg.
    Mar 8, 2012. 09:42 AM | 2 Likes Like |Link to Comment
  • Chesapeake Still Spells Trouble To Me [View article]
    Fair enough. Different opinions are what makes markets. H.L. Hunt did well in the end, too.
    Mar 8, 2012. 09:41 AM | 1 Like Like |Link to Comment
  • How Good Can Ford Get? [View article]
    Most of the bailout money is coming good. The only exception is AIG, the insurance sector, which looks like it won't be able to make you whole but will be broken into pieces -- unlike those companies like GM that are making us whole.
    Mar 8, 2012. 09:40 AM | Likes Like |Link to Comment
  • The Coming Cloud Bust [View article]
    You are right to describe what Microsoft, Oracle and the other enterprise players are calling "cloud" as nothing really different, just more expensive.

    Partly cloud makes stuff possible that wasn't possible before. That's what "big data" is about. It's what Facebook is about. But cloud also lets ordinary PCs be banded together so you get the same power you might get with much more expensive servers, and that does make stuff cheaper.
    Mar 8, 2012. 08:04 AM | Likes Like |Link to Comment
  • Chesapeake Still Spells Trouble To Me [View article]
    CHK has done more to promote fracking than any other company, and put more of its assets into fracking than any other company. They have been a leader in the Marcellus Shale under the eastern US, and even suffered a blowout there.

    Dismissing criticism by dismissing critics is a great way to lose money. Right now I think CHK is dead money, going nowhere. Not worth a buy, and not worth a short.
    Mar 8, 2012. 08:02 AM | 3 Likes Like |Link to Comment
  • Chesapeake Still Spells Trouble To Me [View article]
    Ideology isn't a plan. And lies aren't facts. As you pull stuff up, other stuff gets scarcer and harder to get to. It's just that simple.

    Oh, gasoline prices in 2008 under Bush,. before the economic collapse? $4.28/gal. I suppose that was Obama's fault, too.
    Mar 8, 2012. 08:00 AM | 2 Likes Like |Link to Comment
  • How Good Can Ford Get? [View article]
    Toyota ADRs currently carry a PE of 84, as against a going-forward of 9 for Ford (or 2.5, counting last quarter). I bought a Scion in 2004 and still love the car, but that price is too rich for me.
    Mar 7, 2012. 09:41 PM | 2 Likes Like |Link to Comment
  • How Good Can Ford Get? [View article]
    This is neither a political story nor a story about GM. It's about Ford. Ford took no bailout money.

    But Ford did support the bailout. As did many foreign producers. Why? Because if the parts makers went under as GM and Chrysler went under those foreign nameplates would have had to close assembly plants all around the US, or dramatically raise prices because they would have to import more parts.

    There was no private capital available when the car companies came to Washington. Just as there was none when the banks came to Washington.
    Mar 7, 2012. 09:39 PM | 5 Likes Like |Link to Comment
  • Statins, Genomics, Patents, And Speculation [View article]
    There are tests for particles, like C-reactive proteins in the blood, and there are tests on genes, looking for susceptibility. As more genetic markers are found, we should be able to tell in youth that you have a likelihood of high c-reactive protein build-up later in life and start dealing with it right away. Or find out you don't have that, that you're susceptible to something else, and move preventive care into that direction. That's the "personalized medicine" of the coming decade.
    Mar 7, 2012. 09:36 PM | 1 Like Like |Link to Comment
  • Chesapeake Still Spells Trouble To Me [View article]
    Costs keep coming down on alternative energy of all types, while costs keep rising for fossil fuels of all types. I expect crossover in 2016, two generations of solar gear hence. That's the way technology works, and you may feel free to disagree but I think I'll be taking your money after it happens.
    Mar 7, 2012. 05:37 PM | 1 Like Like |Link to Comment
  • Chesapeake Still Spells Trouble To Me [View article]
    Well, those who ignored me and bought last time I wrote about CHK haven't lost money. But they haven't made any either. The only real loss has been the opportunity cost of that cash.

    I think one thing I owe it to y'all to do is try to find some companies that look like good buys in the E&P space.
    Mar 7, 2012. 04:54 PM | 1 Like Like |Link to Comment
  • Chesapeake Still Spells Trouble To Me [View article]
    NatGas is tough to transport, and not as fungible as oil. But it is the reason why I think U.S. growth will continue to accelerate this year, even in the face of negative growth in Europe and slower growth in China.

    We have cost advantages.
    Mar 7, 2012. 04:52 PM | 1 Like Like |Link to Comment
  • The Coming Cloud Bust [View article]
    Thanks for a long and thoughtful set of comments.

    My view is that cloud will evolve into something more like the Internet itself. Not right away. I think a lot of enterprises will be doing their own clouds first. I think there are serious questions about security, privacy, and service levels in the cloud. The enterprise software stack has yet to be truly replicated in the cloud.

    But it's clear, from the way the technology works, that at some point cost matters. And as these software hurdles are cleared (I think they're more likely to be cleared quickly through an open source process) cost will become a watchword, along with reliability and redundancy.
    Mar 7, 2012. 04:51 PM | Likes Like |Link to Comment
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