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  • Wall Street Breakfast: Markets Shrug Off Paris Attacks [View article]
    DCV - there have been several opportunities to change the model on drug pricing, with one being Bush/Congress with the donut hole legislation. With America paying for the world's R&D, I suspect in ten years, we will look back and think those "price gougers" were pretty tame.
    Nov 17, 2015. 08:10 AM | 4 Likes Like |Link to Comment
  • The Greatest Threat To Intel In Data Centers Comes From IBM, Not ARM [View article]
    According to IBM, the Power platform gets incredible density for Windows. I have not seen this myself, just heard through a sales seminar.
    Everyone uses virtual machines these days, and VM Ware is supported on Power, as Linux is supported. It adds a layer of abstraction from the hardware, so you can run anything in the host, including Windows.
    This guy was talking about running ~1000 Windows boxes on two Power7 boxes. We don't get near that density on HP blades.

    What matters now in the data center:
    -Power usage (electricity)
    -Overall TCO

    That said, Intel won. Period. IBM made processor architecture decisions years ago that went a different direction and they can't compete. Being a threat in the data center will only be where IBM bundles with services, which will be marginal.
    Money flows like water and takes the path of least resistance, Intel is that path.
    Nov 12, 2015. 06:51 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Global Equities Ending Brutal Quarter In The Green [View article]
    There is no substance to what Trump says. He seems like he is striking a more populist tone, especially about his 'universal healthcare' statements.
    Sep 30, 2015. 07:27 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: The Spotlight Turns To Healthcare [View article]
    They are in Texas.
    Sep 28, 2015. 07:37 AM | 14 Likes Like |Link to Comment
  • Wall Street Breakfast: Volkswagen Rocked By Emissions Scandal [View article]
    It was sarcasm. I guess I'll tag it next time for you people that take thing literally.
    Sep 21, 2015. 10:11 AM | 3 Likes Like |Link to Comment
  • Two big lease renewals for Chambers Street Properties [View news story]
    I thought it was a merger? Who's buying who?
    Sep 21, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Volkswagen Rocked By Emissions Scandal [View article]
    I can't wait for congressional hearings, should be entertaining.
    Sep 21, 2015. 07:11 AM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: How Does The Wild Week End? [View article]
    Drop in the price of oil (for whatever reason)? It's the additive cost in almost everything done, made, etc.
    Aug 28, 2015. 07:30 AM | 4 Likes Like |Link to Comment
  • Atlanta among new GE headquarters options [View news story]
    There are pockets of really good schools, especially in North Texas. Only Yankees complain about the weather...Texans know "give it a few days, it'll change..."
    Aug 20, 2015. 08:40 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: China Stock Plunge Weighs On World Markets [View article]
    Throw Homeland Insecurity into that firing list. You would think they could help out on some process review, or look at open firewall ports.
    Aug 18, 2015. 07:45 AM | 25 Likes Like |Link to Comment
  • 3 Steps For Over 10% Off Of Everything [View instapost]
    Even though I pay off credit cards every month, that interest rate freaks me out.
    Jul 25, 2015. 03:55 PM | 1 Like Like |Link to Comment
  • Oil prices drop as Iran nuclear deal reached [View news story]
    Yes, but with those cheap prices, they were paying black market for smuggled arms. Now with more money and and cheaper prices, ships with materia'l from Russia will be backed up at port.
    Jul 14, 2015. 08:01 AM | Likes Like |Link to Comment
  • Rackspace Might Have Just Lost Its Edge To Microsoft [View article]
    No. Why pay for their customers when they can poach them for free? $RAX only hope was that a telecom (or HP?) would want them, but they were passed up for that. There are no real barriers to entry, except for a massive capital to build out/drive down costs. They clearly cant compete on price.

    This is a last ditch effort to save making them a VAR? There are tons of companies in that space, so...good luck!

    I think the winners in this space could ultimately be the telecoms--if they can get their act together. They have the network. $AMZN/$MSFT have to pay for connectivity. The thing is, $T seems to be only now advertising cloud services. They should have done this 5+ years ago.
    Jul 14, 2015. 12:05 AM | Likes Like |Link to Comment
  • Over 20% Upside For EMC [View article]
    If vmw were spun off, I'd expect the majors to be scooping up parts. Oracle would do well to buy vmw, for example.
    Jun 6, 2015. 08:20 AM | 1 Like Like |Link to Comment
  • PPL tumbles after spinoff completion, analyst downgrade [View news story]
    I am sure that is one reason it sold off.
    Jun 2, 2015. 04:09 PM | Likes Like |Link to Comment