Icahn Once Again Trying To Throw Yahoo's Yang Out On Ear?

Oh, it'll get worse, don't worry. You've been pining for Yang all year, how can you not bear to see Yahoo's situation get any worse? Masochism is bliss.

The real problem at yahoo is Decker, not Yang. Decker is part of the old guard. They have made mostly bad decisions with respect to Search, Facebook, YPN, so much more. She has failed. It's time that SAI and others begin to get the story straight.

Is there any basis for a shareholder action against Yang if he proceeds with a no doubt disastrous AOL merger? Bound to accelerate the downward spiral.... & realistically much reduces the chance of a Microsoft return within the next 2 years as in (what would effecively then be) a three way integration what would fall between the cracks & get lost in all the confusion will be likely to exceed the value of the weakest part (AOL).

Please Carl get Yang and Decker out!!! And bring back MSFT!! With Yang gone I hope there is a chance MSFT would reconsider. I think Ballmer at one time said as much. Yang has zero business running Yahoo. the guy is an idiot, go check him out at the All things D conf, he cannot make a valid point / statement to save his life. If you really want a good laugh, watch his perfomance when explaining the China mishap to law makers.

Any board that approves an acquisition for AOL in the $7-8B range should be shot (figuratively). Time Warner is pitching the AOL ad business as a $300MM income business on the path to $400MM next year. If you remove the revenue from the Google search deal, you are buying a sub $100MM/year business at its core, and given the zero growth (at best) story associated with it, what multiple makes sense? 10x? The math just doesn't work.

I think this is a great way for Yahoo to consume a huge amount of internal capacity/energy to bolt on a no growth, US-centric story that, in the end, does nothing to change the trajectory of the business.

I think that Jerry does do the deal, to show he is doing something at the helm, and, a year from now, we'll all talk about all the good assets he could have bought if he just waited 4-5 months for the market to drive down the cost of the still-private web companies out there looking for exits.

Didn't Icahn buy stock options instead of real equity? If so when do those expire, I can't imagine that there would be any value left at this point.

I cannot imagine there not being any class action lawsuits against Y and their BOD. They have failed their shareholders and turned down an offer that represents a price they may never see again.

Carl hates Jerry. Wow, didn't we hear this months ago?

Yahoo and AOL having meaningless conversations given Yahoo lack of vision or ability to get such a transaction approved by the board let alone regulators?

Henry, we've been hearing this crap day in and day out. Is there nothing new out there to talk about?

At a casual glance at this blog, if Yahoo and AOL did not exist, you'd think that you would be without a job.

Ok hold on here! Can someone tell me that before a Y& AOL deal can happen does the board have to approve this transaction? Because people can loose tons of jobs! Also if it does happen would it take at least 6 months to intergrate?

It is funny - only a few months ago, Jeff Bewkes threw a last second curve ball and reneged on allowing Jon Miller to join the Yahoo board. I am shocked that Jerry, having been screwed by the guy 24 hours before his annual atockholders meeting, would ever do a deal with Time Warner...

At least that goes away as an issue now, and that crappy AOL email finally dies a well deserved death - my parents will be happy!.

there will be no AOL deal. why? Y! does not want to dilute shares...with an already low pps.

but the rumors will persist....keeps it in play.

Dear friends:

I may be a romantic and loyal Son of a Gun, but I support YAHOO!

I am loosing my shirts and pants, but GO AHEAD, Make my Day BETTER next trading day.

Please get together your gear and understand BUYING YAHOO (yhoo) is benefifial to the company. Why depend on MICROSOFT as the only solution? Ins't a COMPANY MORE THAN A MERGE. Isee great innovatios in YAHOO MAIL, SEARCH, AND other.

Most investors are acting a SHORT SELLERS instead of mid and long term investors, Mr YANG has acted protecting the company and for true believes he has tried to keep the company independent.

What about if the MICROHOO merge would bring the same ANTITRUST dilemma?

Respectfully,

Carlos Rosso
Media Consultant adn Biz Editor
CONTRAPUNTOS
San Juan, Puerto Rico

And why is that wrong? Let's face it, if there is anyone that suffers from "Founders Syndrome" in Silicon Valley its got to be Yang!

follow the money. gordie upped his position in yhoo on friday. and gordie is no fan of yang.


got it?

Gordie has lost a ton in his multi-year position with Yahoo - why on God's earth would I look to him for more direction here? His long-term position in TWX was a total stinker as well.

He is a nice guy, but his media instincts are poor.

Any word on YAHOO buying AOL? I would really like some excitement when I go into work tomorrow.

Yahoo! needs some PR; fast.

Hopefully there are some Russians with enough cash to make a deal happen. Those are probably some of the only people that haven't heard about all of the bumpling they've done.

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A merger/acquisition of AOL announced this weekend?!?
Where the hell do you find these Tipsters Henry.
Every new suggestion becomes even more implausible than the previous.
the only major companies that announce Mergers and Acquisitions during the weekend. Is a failing American Financial Institution.

You guys are becoming Valleywag (without the humor & cynicism).
Do us a favor. Stop printing unsubstantiated rubbish.

Henry - ignore Corp Comm tripe like Willville - way more often than not, you post something, AOL or Time Warner denies it vehemently, and then it is later proven true. Their track record on denial, be it layoffs or things like splitting the businesses this past summer, speaks for itself.

I, for one, hope you are right on the merger - it gives some hope to the few smart AOL folk left (and yes, there are still a few good one left in New York). It is the only strategic option left, and given the soft market, I am a seller at anything above $5B.

Henry - You have no credibility on this stuff "AOL-YHOO deal will finally be announced this weekend". You are being manipulated by former aol employees who claim to have some inside knowledge. They are using you to create more lies. You seem to be only too happy to help. Bagel sounds like a real genius as a seller $5B+. Didn't Ebay buy bill me later for close to $1B?

Having sat through Rondy's pitifully weak town hall (thanks guys, once a year will do just fine!), I realize that the only truth I will hear is when either:

1. I read of the sale to whomever in the news

2. I get the call that my number is up.

In the interim, I will continue to read you to hear the tribal drumbeat.

It is funny to see Carl now have a front row seat to the show as a board member, but now be constrained by governance and unable to speak his mind publicly as his position in YHOO continues to dwindle - it must drive him crazy!

Icahn Once Again Trying To Throw Yahoo's Yang Out On Ear?642-691No wonder. Where were we? It's hopeless.

Icahn Once Again Trying To Throw Yahoo's Yang Out On Ear? 多效唑 Over my dead body. You'll die a horrible death.

640-802 Icahn Once Again Trying To Throw Yahoo's Yang Out On Ear? What now! Don't be a copycat!

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