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Dana Blankenhorn

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  • Is Google Mediocre? [View article]
    Management from the top is one thing that Page has brought to the company. They spent much of the second half of 2011 pruning projects that had no business model, and deciding that others needed to start paying their way.

    And Motorola.
    Feb 23 01:08 PM | Likes Like |Link to Comment
  • Why The NatGas Glut Did Not Kill Renewables [View article]
    So your investment advice would be to be the heron? <g>
    Feb 23 01:07 PM | Likes Like |Link to Comment
  • Dendreon Gains Will Be Short-Lived [View article]
    It was acne in my case. I grew it at age 18 and, when I shaved it on a lark one day found I was looking, not at my father, but my mom.

    Haven't shaved since. <g>
    Feb 23 01:06 PM | Likes Like |Link to Comment
  • Waiting For The Cloud To Fall On Oracle [View article]
    There is always a market for security. (Tripwire http://www.tripwire.com is based on code http://www.tripwire.org a dear friend of mine, Gene Spafford of Purdue, helped write over a decade ago. I was shocked when he told me he'd retired because I had recalled our meeting at Georgia Tech in 1982 and forgot how time wounds all heals.
    Feb 23 01:06 PM | Likes Like |Link to Comment
  • Greece Needs A Growth Strategy [View article]
    Have a nice day.
    Feb 23 12:28 PM | Likes Like |Link to Comment
  • First Solar A Long-Term Play [View article]
    If you don't trust money as it's constituted put all your money in something like gold and let Russia control the money supply.

    What happens in trade with companies like FSLR matters less than their continuing ability to improve on costs and yield. All those trends are in the right direction.
    Feb 23 12:26 PM | Likes Like |Link to Comment
  • What Matters In Real Estate Matters More Than Ever [View article]
    You're absolutely right. Places like Indonesia and China are urbanizing at a rapid rate, as happened in America 100 years ago. I would expect this to be followed by suburban outflow, led by middle management, while the university economy builds.

    They've got change on speed-dial over there.
    Feb 23 12:14 PM | Likes Like |Link to Comment
  • What Matters In Real Estate Matters More Than Ever [View article]
    I think there's more to the de-suburbanization of America than merely high gas prices, although that's a factor.

    The center of my father's era was the factory, and that of my era the office. But the center of my son's economic life will be the research university and, despite all the great technology we have, physical proximity is going to remain important in that environment.
    Feb 23 12:12 PM | Likes Like |Link to Comment
  • Long Run View On Amazon And Apple [View article]
    You're right. Amazon is putting all its money back into the business rather than taking it to the bottom line. Those who are long Amazon are betting that those investments will eventually pay off.
    Feb 23 10:05 AM | Likes Like |Link to Comment
  • Greece Needs A Growth Strategy [View article]
    Either call the President by his given name or take your white sheet and go home, please. I don't want to read the excuses you have for your racism. I just don't respond to hate with rationality.
    Feb 23 08:29 AM | Likes Like |Link to Comment
  • Long Run View On Amazon And Apple [View article]
    Amazon has enormous cloud infrastructure it can monetize better than anyone. And it continues to invest in that infrastructure, which is why margins are compressed.

    It's often said that companies like Apple wouldn't pay dividends because, if they couldn't find something better to do with their profit than hand it to you they had lost faith in their businesses. Amazon seems to feel that way about earnings. They invest ahead of growth. Even ahead of markets.
    Feb 23 08:27 AM | Likes Like |Link to Comment
  • Waiting For The Cloud To Fall On Oracle [View article]
    Most experts on cloud I've read believe that enterprises will first build private clouds before trusting anything to public cloud, and won't use public cloud until key questions like privacy, security, and service level agreements are dealt with inside the technology.

    That said, there's evidence companies are reducing their investments in maintaining enterprise systems in order to invest in cloud. And that this money isn't going to Oracle.
    Feb 23 08:18 AM | Likes Like |Link to Comment
  • Why The NatGas Glut Did Not Kill Renewables [View article]
    We have often "subsidized" research, and new markets, in order to create bigger markets down the road, often with a national security excuse. This is no different.

    This Internet you're using is a direct result of subsidies delivered over decades based on Cold War politics. Had we not subsidized computer-to-computer communications in this way, we wouldn't be having this conversation right now. We'd have to do it by mail.
    Feb 23 08:14 AM | Likes Like |Link to Comment
  • More on H-P's FQ1: Sales fell across all major regions, and were hurt by a 15% Y/Y drop in PC sales - much worse than FQ4's 2% drop, and Dell's small decline. Share was also lost in enterprise hardware, where sales fell 10% thanks to server/storage declines. Services +1%, and printing -7%. High-margin software sales were up 30%, boosted by the Autonomy acquisition. $780M in shares repurchased. HPQ -1.4% AH. (PR)  [View news story]
    Can you imagine what the quarter would have looked like without the deal that got Apotheker fired?
    Feb 22 04:26 PM | Likes Like |Link to Comment
  • Greece Needs A Growth Strategy [View article]
    In general, European media do a better job covering this than we do.
    Feb 22 03:50 PM | Likes Like |Link to Comment
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