Version: 2008
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Comments on: Yahoo's Yang: Time for work, not celebration

Yang believes the world that the Microsoft ordeal has left Yahoo stronger but not complacent. Shareholders will vote with their dollars Monday morning.

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Can you share that plan with us Jerry?
by robvme May 4, 2008 9:05 PM PDT
Would like to see that plan Jerry. So far we Yahoo shareholders have seen very little. Passing up $33/share and $1.5 billion in retention bonuses because you hate Microsoft didn't seem like a wise thing to do. Expectations of 25% growth are certain to disappoint. So, please, share your strategy...selling your keyword search to Google hardly seems like a strategy that leverages Yahoo's DNA...

I have my portfolio set to dump at morning bell. I hope I can get rid of it before it drops like a ton of bricks....
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Good, I'm glad...
by JCPayne May 5, 2008 5:37 AM PDT
Now seek better deals.
A tie-up with Ebay.

A Tie-up with Viacom

A Tie-up with Sony

A tie-up with Clear Channel radio stations

or A tie-up with Verizon or AT&T.
It's Shortin' Time!
by phylum--2008 May 5, 2008 6:07 AM PDT
You hit it on the head, robvme.

I've been looking for a new bellweather teck stock to short over the long haul ever since Sun (finally!) got rid of McNealy. I'm looking forward to making another healthy clip when investors start dumping the 'Hoo at the opening bell, and doubtlessly continue to do so quarter after quarter as Yahoo continues it's "Party-Like-It's-1999" cycle of fuzzy strategy, disconnected platforms and tools, chasing buzzwords and fads with heavy-investment "me too!" software that comes to market too late to capitalize, and outrageous profitability expectations and guidance.

Note for Yang: Being a brilliant Stanford-educated software developer does not implicitly mean that you are also a good business manager. "Book-smart" has precious little to do with "Business-smart".
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by benjaminstraight July 14, 2008 4:44 PM PDT
benjamin straight writes: Of course they aren't complacent. Where did that come from?
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