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Dana Blankenhorn

 
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  • Hillenbrand Becoming An Industrial Mini-Berkshire Under Loughrey [View article]
    I wonder just how much trouble I'm in. While I did get a call this morning, the management is currently at an investment meeting, they won't get anything to me until tomorrow at least, and the caller expressed general approval of the story.

    Whatever their problems with it, in other words, they don't seem to differ with me on conclusions.
    Jun 10 03:28 PM | Likes Like |Link to Comment
  • How Wind And Solar Power Are Polluting The Commons [View article]
    You are correct in saying there's no foreign oil used in the grid, but the idea that "pollution" from wind and solar is a huge problem, when we are continuing to use far more polluting energy sources, still amazes me.
    Jun 10 01:46 PM | Likes Like |Link to Comment
  • Hillenbrand Becoming An Industrial Mini-Berkshire Under Loughrey [View article]
    I received a call from someone at HI today indicating I got a few things wrong. I'm waiting on an e-mail with what those things are, and will respond accordingly.

    From the call, it appears Hill-Rom and HI are separate, and that the $5.5 m building in Batesville is for Hill-Rom. However, I was right on something I believed but didn't feel I could write, namely that Joe Raver is the guy in line to run the growing company.
    Jun 10 01:45 PM | Likes Like |Link to Comment
  • Will The Tax Man Catch The Big Techs? [View article]
    Sorry, but it doesn't scale that way. Microsoft probably has more than 1 employee already working at this, all day every day. The Internet routes around censorship, which is a feature and not a bug.

    Better to track back those who accessing this stuff and go after them. They're identifying themselves. Use that data. In hacking this is called the "honeypot" technique -- sorry if the term offends -- and it basically means you set up a server that harvests spam deliberately, so you can go after it.
    Jun 5 11:12 AM | Likes Like |Link to Comment
  • Can IBM Save OpenStack? [View article]
    Today's news of CRM buying ET for 8 times revenue and IBM buying SoftLayer for about 6 times revenue should indicate to anyone that Rackspace is in play.

    As one of the last pieces on the board, and with financial pressures piling up, it's getting time to fold 'em.
    Jun 5 10:58 AM | 1 Like Like |Link to Comment
  • Will The Tax Man Catch The Big Techs? [View article]
    As Nobel-winning economist Joseph Stiglitz writes, globalization is also about taxes. He proposes a global deal, and there's evidence that Europe is starting to lead the way toward one.

    http://bit.ly/10DfYl9
    May 30 07:18 PM | Likes Like |Link to Comment
  • One Word Separates Apple From $500 [View article]
    Western markets and eastern markets are different. Americans and Europeans can afford to have both a tablet and a phone. Chinese and Indian consumers can't -- it's one or the other. Since Samsung began giving them both,they have been flocking to it.

    The idea that Apple will ignore this opportunity out of arrogance or ignorance is insane. But if they don't announce something to fill this market niche in the summer, I'm selling.
    May 29 05:48 PM | 4 Likes Like |Link to Comment
  • One Word Separates Apple From $500 [View article]
    If Cook didn't see this coming months ago, he's as incompetent as his detractors say. I think he's spinning, and will come out with the products he needs.
    May 29 05:46 PM | 2 Likes Like |Link to Comment
  • One Word Separates Apple From $500 [View article]
    They won't call it a phablet. They'll call it a new iPad Mini. With a phone circuit.
    May 29 05:46 PM | 5 Likes Like |Link to Comment
  • Can IBM Save OpenStack? [View article]
    The link is to an article by an analyst who says "Integrated Computing" is the new trend.
    May 25 11:34 AM | Likes Like |Link to Comment
  • First Solar Becomes Sustainable In The Best Way [View article]
    That's an interesting trend, which technology will answer as batteries get cheaper. And utilities are expending the last of their goodwill, refusing to adapt to rising amounts of close-in power that's most available when it's needed most.

    What makes these utility deals profitable is just that. Peak power rates come in the afternoon. Solar power delivery peaks in the afternoon. Yet utilities never pay anything but the lowest possible rate for solar power -- and now they want to reduce even that.

    There will be a backlash for clever entrepreneurs to take advantage of. In the near term, however, all this benefits the larger installations that can bargain for their excess power and that take a lot of power. An example would be VW's plant in Chattanooga, which sits next to a VW factory. That will be increasingly common.
    May 25 11:31 AM | Likes Like |Link to Comment
  • Can IBM Save OpenStack? [View article]
    I disagree completely. No surprise. But readers should remember. That's what makes horse races. And markets of all sorts. Good, honest disagreement among honorable men. And Robert has proven himself an honorable man. Always listen to him carefully and take what he says seriously, folks.
    May 24 10:43 AM | Likes Like |Link to Comment
  • Can IBM Save OpenStack? [View article]
    You differentiate with open source based on what you do with the code. A competitive open source platform gives you the assurance you won't be left behind by the proprietary guys, even while you paid little for your platform, and then you build services that make money.

    I don't think Facebook's crying over building on open source.
    May 24 10:42 AM | Likes Like |Link to Comment
  • Can IBM Save OpenStack? [View article]
    Great anti-open source FUD. I've been hearing this kind of stuff since 2005. It's always been crap. Open source starts slowly, but eventually dominates. As it was with Linux, so it should be with cloud.
    May 23 12:00 PM | Likes Like |Link to Comment
  • Why Yahoo Has Just Started To Run [View article]
    You are right. It could go either way. Investors need to take in all they can and make an independent judgement, as you're doing.
    May 22 10:48 AM | Likes Like |Link to Comment
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