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Dana Blankenhorn  

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  • Sprint Slowly Circling The Drain [View article]
    They might, but only if they can be acquired. Problem is, where are the telecom buyers who might want it?
    Feb 10, 2012. 03:15 PM | Likes Like |Link to Comment
  • Dendreon Gains Will Be Short-Lived [View article]
    Doctors won't accept a limit on their salaries, or their moneymaking potential. This is the real reason why attacks on "ObamaCare" that compare it to Europe resonate with this group. Doctors there make a lot less, and they have less discretion, as well as less social position.
    Feb 10, 2012. 11:31 AM | Likes Like |Link to Comment
  • Google Hardball Driving Stock Through Headwinds [View article]
    I'll have more on what the approval means for Google, or needs to mean for it, soon.
    Feb 10, 2012. 11:01 AM | Likes Like |Link to Comment
  • Dendreon Gains Will Be Short-Lived [View article]
    In Ted's defense, Larry, getting something into treatment for the early stages of a disease like cancer is very, very hard. You have to do a large-scale trial and get the results through the maze.

    What Dendreon is trying to do is use the present approval to fund that large-scale study. Basically patients (and a dysfunctional system) fund this development directly, while Dendreon books profits.

    Ted thinks this is what's right with American medicine. I agree it's why medical technology is primarily an American province.

    But it's an unsustainable economic model. To reach its targets for deficit reduction Medicare can't approve this in the out-years. Nor anything like it. And as Medicare goes so will others in the payment system.
    Feb 10, 2012. 11:00 AM | Likes Like |Link to Comment
  • Time To Give First Solar Some Love? [View article]
    Absolutely correct. And where there is no grid, solar becomes the only choice. Africa's rise this decade (don't laugh -- economically there is growth there) is being fueled by solar energy, not only directly but indirectly, with solar power to communications equipment and infrastructure obviating the need for wires.
    Feb 10, 2012. 08:54 AM | Likes Like |Link to Comment
  • Will Windows 8 Put A Lid On Symantec? [View article]
    You are right. But Microsoft is rolling out new versions of Windows and Office in the next year, its Kinect is a great robotics interface, and it still has a ton of enterprise revenue. That makes it better, in my view, than Symantec.
    Feb 10, 2012. 08:52 AM | Likes Like |Link to Comment
  • Sprint Slowly Circling The Drain [View article]
    Uh. no. http://bit.ly/x1xGzv

    Total long-term debt at the end of 2011 --20,266.00
    Total long-term debt at the end of 2010 -- 16,272.00
    Feb 9, 2012. 08:11 PM | Likes Like |Link to Comment
  • Cisco Uses India To Impress Street [View article]
    The links are about tax policy. But the reality is that Cisco not only isn't bringing that money back, it's steadily becoming an Indian company.
    Feb 9, 2012. 03:55 PM | Likes Like |Link to Comment
  • Sprint Slowly Circling The Drain [View article]
    It's interesting that, despite years of rumors, Internet companies have not been buying telecoms. Only telecoms have been buying telecoms.

    That should tell you something, because Internet companies are fast-growing and don't want to buy something that's going to stall growth.
    Feb 9, 2012. 02:45 PM | Likes Like |Link to Comment
  • Oracle Makes Cloud Strategy Clear With Taleo Buy [View article]
    Two reasons. First, it's strategic, specifically aimed at CRM and the SaaS space more generally. Second, no matter how they decide to account for it, understand that when a company like Oracle spends XBillion to buy something, it is going to use that value, not build on it, over time. So it can be seen as accretive in the near term even if, in the long term, they're just squeezing it dry.
    Feb 9, 2012. 02:44 PM | Likes Like |Link to Comment
  • Sprint Slowly Circling The Drain [View article]
    I looked back at 5 years of results in the story. That's not short-term. And I reposted, verbatim, the "dog ate my homework" excuses of Sprint management for this latest poor performance. I did so deliberately, because they were (frankly) lame -- and can't be blamed on the Nextel decision.

    Yeah, I approached it as a journalist, but I also don't think Sprint is a very good investment given the numbers. Accumulated depreciation, accumulated deficit have been going up, and cash flow has remained a sea of red for as far back as Google can see.

    When any management starts making short-term excuses on long-term trends, smart investors need to get A Clue, as I have so often called it.
    Feb 9, 2012. 02:10 PM | Likes Like |Link to Comment
  • Dendreon Gains Will Be Short-Lived [View article]
    I apologize for that. The cost-benefit of Provenge becomes important based on the reality of health reform. But it is a complex subject, and I thank you for your civil-mindedness in discussing it.

    Thank everyone else. too.
    Feb 9, 2012. 11:48 AM | Likes Like |Link to Comment
  • Sprint Slowly Circling The Drain [View article]
    That's what makes markets. Differences of view on stocks and on other things as well.

    I've been following this field closely, as a reporter, for almost 30 years. But in the marketplace your view is just as valid as mine.

    To those who wish to go through this thread, it should be added that you're just as entitled to your views here as I am, and others are just as free to follow your advice as mine.

    Good luck.
    Feb 9, 2012. 11:12 AM | Likes Like |Link to Comment
  • Dendreon Gains Will Be Short-Lived [View article]
    A billion here, a billion there, and pretty soon you're talking about real money.

    Ted, you're changing the subject. This thread is about Dendreon and Provenge. It's not about obesity. We can talk about obesity elsewhere, but this thread is about Dendreon and Provenge.
    Feb 9, 2012. 11:11 AM | Likes Like |Link to Comment
  • Dendreon Gains Will Be Short-Lived [View article]
    Provenge is just one example of what is going to happen, as you seem to be aware. There is no reason to see Dendreon as being immune to trends we both know are in place, given its cost and relative efficacy.

    Whenever the debate turns to health care costs, everyone on every side plays the game of "not me" and, when cornered, the game of "don't pick on me -- pick on the other guy."

    Game over.
    Feb 9, 2012. 09:06 AM | Likes Like |Link to Comment
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