Seeking Alpha

Dana Blankenhorn

 
View as an RSS Feed
View Dana Blankenhorn's Comments BY TICKER:
Latest comments  |  Highest rated
  • In The Cloud, 'Parts Is Parts' [View article]
    One thing about the cloud is you don't need fancy blade servers. Google builds theirs out of parts. Ordinary parts. Cheapest parts available.
    Oct 20, 2011. 08:14 AM | Likes Like |Link to Comment
  • Key Question For Android Ice Cream Sandwich: Is It Legal? [View article]
    The question rightly before the bar is whether Apple has sought to patent the concept of a smart phone, or an implementation of one.

    Samsung's argument is that Apple seems to think it has control of the whole smart phone segment, and that it has a right to that. These are the "high level patents" it is seeking to enforce against Samsung.

    Courts will decide whose interpretation is correct.
    Oct 19, 2011. 04:24 PM | Likes Like |Link to Comment
  • In announcing the likely release of the next tranche of aid to Greece, the Troika concedes the disastrous situation there - with fiscal targets for 2011 "no longer within reach," and the recession deeper than anticipated just a few months ago. The group pushes out the date of economic recovery out to 2013.  [View news story]
    Greece lied about its books a half-decade ago, and still doesn't collect the taxes it claims to impose on its citizens.

    Nice rant, but irrelevant to the case at hand.
    Oct 19, 2011. 02:49 PM | Likes Like |Link to Comment
  • Why Tech Won't Save Telcos [View article]
    It would be fine if the telcos had paid for it. But they didn't. We were forced to -- these were monopolies -- and the government chipped in a whole heaping helpful of subsidies, hundreds of billions of dollars worth.

    So don't give me that guff, please.
    Oct 19, 2011. 02:47 PM | Likes Like |Link to Comment
  • Here's Why 2011 Isn't 1931 [View article]
    Banks should bank so brokers can go fro broke
    Oct 19, 2011. 02:26 PM | Likes Like |Link to Comment
  • Key Question For Android Ice Cream Sandwich: Is It Legal? [View article]
    So far, they are doing well. But they are playing the game very differently than Microsoft MSFT, which has sought to use patents mainly to get into other areas of business. It is using its mobile patents, mainly, in this way, and has gotten another shot at the market with its "Android tax."
    Oct 19, 2011. 12:47 PM | Likes Like |Link to Comment
  • Key Question For Android Ice Cream Sandwich: Is It Legal? [View article]
    Uh, no. The patent isn't for a rectangle. It's for elements of the user interface.

    I happen to agree with you on software patents. I think if you can't invent around a patent you shouldn't allow the patent. It's like patenting the idea of killing mice. If you allow a patent on that, and the guy with the patent gets greedy, you're overwhelmed. Plus people start sending legal notices to cats.
    Oct 19, 2011. 09:25 AM | Likes Like |Link to Comment
  • Why Tech Won't Save Telcos [View article]
    Technology changes faster than telcos will allow. They're bottlenecks. They're monopolists. They're less than useless, which is why no tech company is interested in buying their problems.

    Government has made them essential. Government. I may be a Democrat but that doesn't mean I want to invest in something that is dependent on government to stay alive.

    And neither is the tech sector.
    Oct 19, 2011. 09:10 AM | Likes Like |Link to Comment
  • How Badly Will Apple Beat The Whisper Number? [View article]
    With Wilfred Brimley. "You'll never get old, and you'll never die."
    Oct 19, 2011. 07:48 AM | Likes Like |Link to Comment
  • In The Cloud, 'Parts Is Parts' [View article]
    One thing Google did some years ago was create a "Google in a box," some servers and networking gear that went into a shipping container to a phone company point of presence, and could then be plugged in to deliver most consumers in that area most of what they wanted from Google.

    Point is it's all about cost, in the end. A lot of the people who are talking about "cloud" aren't talking about cost. I think that will come back to bite them.
    Oct 19, 2011. 07:47 AM | Likes Like |Link to Comment
  • Apple (AAPL): FQ4 EPS of $7.05 misses by $0.23. Revenue of $28.3B (+39% Y/Y) misses by $1.15B. AAPL -5.6% AH. (PR)  [View news story]
    I use a dartboard.
    Oct 18, 2011. 05:32 PM | Likes Like |Link to Comment
  • Crocs Earnings: Company Trips On Laces, Falls Face First [View article]
    Hey, SA headline staff. Crocs don't have laces. I'm wearing some now. Very comfy. Wouldn't dare wear them outside, though. Don't like being laughed at.

    Which is the real reason the stock tanked. It's a fashion industry, and they're suddenly very unfashionable.
    Oct 18, 2011. 05:31 PM | Likes Like |Link to Comment
  • How Badly Will Apple Beat The Whisper Number? [View article]
    Well, are they more speculative than Google? Which has a 19. Or EMC? Which is 25.
    Oct 18, 2011. 05:27 PM | Likes Like |Link to Comment
  • Apple (AAPL): FQ4 EPS of $7.05 misses by $0.23. Revenue of $28.3B (+39% Y/Y) misses by $1.15B. AAPL -5.6% AH. (PR)  [View news story]
    The revenue missed by about 3.75m iPhones, which makes sense if they were spending September making 4s units. And the phones were the only area where they were light on the whisper number.

    Which is why, after a brief hiccup, the stock went up. How can it be speculative with a PE of 17 when Google is at 19 and Intuitive Surgical is at 38? And Red Hat? And VMWare? And Amazon?

    The key question I'm asking is, how much are real earnings worth, as opposed to an assumption of future quarters with current earnings as a benchmark?
    Oct 18, 2011. 05:25 PM | Likes Like |Link to Comment
  • How Badly Will Apple Beat The Whisper Number? [View article]
    The question of "why" earnings didn't beat is an interesting one, because the answers are all speculative. We can't prove that Apple stopped making iPhone 4s in September. It's just a reasonable assumption given the take-off of iPhone 4s. Unless the 4S was stealing demand from the 4s...in which case there should be a bunch of 4s sitting in a warehouse somewhere.

    And of course Apple has that big "warehouse" in North Carolina. Anyone gone inside to see if there are servers there? Or iPhone 4's? Or maybe Steve Jobs faked his own death and is running the company from inside a vat of jelly, like the Nixon head in "Futurama?" (Sorry, it just came out. How long did it take us to believe Elvis was gone?)
    Oct 18, 2011. 05:19 PM | Likes Like |Link to Comment
COMMENTS STATS
6,218 Comments
3,574 Likes