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Dana Blankenhorn

 
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  • Apple vs. Google: The Client vs. the Network [View article]
    SaaS is not cloud. Having an application that does something, which is hosted on a server, is not cloud.

    This business of calling SaaS cloud is one of the great misconceptions of our time. The cost differences, and scaling differences, are really immense.
    Sep 16 04:19 PM | Likes Like |Link to Comment
  • Can Microsoft Build A Better Ecosystem? [View article]
    I have seen a number of negative stories about Windows 8, and have something in the queue now summarizing them.
    Sep 16 11:26 AM | Likes Like |Link to Comment
  • Cloud Or Not A Cloud? [View article]
    There are two computer markets, business and consumer. What you described is a big hunk of the consumer market. I admit, they don't care what it is.

    But if you're interested in running a business on a system, you are going to care about costs, and capabilities.
    Sep 16 11:25 AM | Likes Like |Link to Comment
  • Cloud Or Not A Cloud? [View article]
    As with all ETFs it depends on what they own. Skyy owns stakes in a broad array of companies seekingalpha.com/artic... not all of which are bound to be cloud successes.
    Sep 16 10:16 AM | Likes Like |Link to Comment
  • Cloud Or Not A Cloud? [View article]
    I have something coming out on cloud metrics soon and hope you see it. I'd love to get your feedback on it.
    Sep 16 08:22 AM | Likes Like |Link to Comment
  • Cloud Or Not A Cloud? [View article]
    How do you choose which cloud to use for a particular application?
    Sep 15 06:40 PM | Likes Like |Link to Comment
  • Can Microsoft Build A Better Ecosystem? [View article]
    Sure, but Elvis has left the building.
    Sep 15 06:39 PM | Likes Like |Link to Comment
  • EMC Wants To Be VMWare [View article]
    Questions about my methodology are fair. So let me explain it.

    I based what I wrote on the CEO's comments, and looked at what he might want to do in order to fill out a cloud computing software line. According to all the surveys I've seen, the most popular enhancements are security and privacy. So going after a cloud security outfit seemed to make sense, and I identified two that might be available.
    Sep 15 05:08 PM | Likes Like |Link to Comment
  • ARM Holdings Is Everything Intel Isn't [View article]
    You bring up an important point. There is a difference in investing for the long term and looking for short term profits. I'm long Intel too, and I reinvest the dividends. But if you were looking for a good pop for your money, ARMH has been the way to play the last few years.
    Sep 15 04:00 PM | Likes Like |Link to Comment
  • Cloud Or Not A Cloud? [View article]
    Clouds aren't designed to be single data centers. They're designed to be systems sharing a number of data centers.

    This can have a dramatic difference on performance and on costs. Yes, we're talking about differences between less than .1 cent for, say, delivering a song to your desk, and 1 cent. But that can still be a factor of more than 10x.

    We don't yet have good cloud metrics but I know they're being worked on. And I think the results of that work will be very interesting.
    Sep 15 03:59 PM | Likes Like |Link to Comment
  • Google Shareholders Must Bet On Larry Page [View article]
    Not price. Cost. Low cost providers have an advantage regardless of price. Low cost providers can win a price war, and make more money at any price.
    Sep 15 03:55 PM | Likes Like |Link to Comment
  • EMC Wants To Be VMWare [View article]
    The market disagrees with you. It values VMware highly, but does not value EMC highly. It would only make sense for EMC to go where market sees value.
    Sep 15 11:01 AM | Likes Like |Link to Comment
  • What Comes After Greece [View article]
    Yeah, but when you shut down the Internet, that's when the revolution starts. That's what happened in Tunisia, and in Egypt, and when Gathafi did it in Libya it sealed his doom with the people.

    No matter how many people Assad kills in Syria, the people there will know that the rest of the world is watching. Which will embolden them. More important, you can't run a modern economy without a viable Internet, and some sort of rough accommodation to the system on the part of the people. When you try it your defeat becomes not a question of "if" but of "when." As is true now in Iran. And Arabia.
    Sep 14 01:50 PM | Likes Like |Link to Comment
  • What Comes After Greece [View article]
    You're absolutely right. It can. But our views are colored by the fact that Europe, Japan and the U.S. all appear to be unstable. Growth has slowed or turned negative.

    Not true generally.
    Sep 14 01:23 PM | Likes Like |Link to Comment
  • What Comes After Greece [View article]
    I think we're in rough agreement. Some of the countries now in trouble, like Spain, actually have very low ratios of debt to GDP, and much of that debt was caused by the collapse of real estate markets they didn't create.
    Sep 14 01:22 PM | Likes Like |Link to Comment
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