Microsoft To Buy (Swallow) Yahoo…Again? Please, God, No.

The New York Post reports that Microsoft is urgently trying to buy Yahoo again, in part because it’s sick of losing deals to Google (and, no doubt, sick of losing to Google, and Yahoo, and AOL, et al…). Would it be a smart strategic move for Microsoft and Yahoo to combine forces?  Absolutely.  Is the best way to do this …

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What Yahoo Should Have Said to Wired

Several readers and Battelle have noted Fred Vogelstein’s Wired story on how Yahoo! fumbled the search ball, as well as Yahoo’s lengthy response.  Battelle suggests that this story will mark the bottom.  As a shareholder, I certainly hope so. I still believe that it’s time for Terry to step aside, if only to propel the company past the paralysis …

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Grass-Roots Yahoo Shareholder Wants to Boot Terry

A small Yahoo shareholder, Eric Jackson, is trying to organize a grassroots web campaign to complete the baby-step shakeup Yahoo announced last month.  The idea of organizing shareholders via the web is an excellent one (albeit quite challenging), and Jackson has already made some progress.  The Street’s Vishesh Kumar has a good piece about the effort. Chief among Jackson’s …

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Yahoo Study Group: What Decker Needs to Succeed

As several readers observed, the Yahoo shake-up hasn’t “fixed” anything yet–it has just shown that the company has finally recognized that there is a problem and (possibly) held some people accountable for it.  Whether the re-org can actually restore Yahoo’s competitiveness will depend on two factors: First, Sue Decker must immediately be given CEO-level authority.  …

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Yahoo Shake-Up Good News; Decker Can Handle It

As a Yahoo shareholder, I’m happy about two things: First, that Terry finally acknowledged with actions that the company has broken down, and, second, that Sue Decker is still on the rise.  Whether the changes will be enough to put the fight back into Yahoo is still a question, but I feel like the re-org is a …

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Dear Google Bulls: Yahoo Comments Still Suggest Market Problem

Yes, Yahoo has Yahoo-specific problems, one of which is competition.  Some comments on the conference call, however, provide further evidence that the slowdown in advertising revenue is not just Yahoo-specific. When asked for the second time about whether the weakness was confined to autos and financial services–and whether the weakness was continuing–Sue Decker said this …

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Yahoo’s Garlinghouse Speaks Truth / Rolls Dice

It will be interesting to see how Terry Semel reacts to Brad Garlinghouse’s “peanut butter manifesto,” which was essentially open letter accusing Terry of incompetence.  Garlinghouse took pains to note that Yahoo’s problems come “straight from the top.”  He also obviously either leaked the memo himself or knew that it would be leaked (little difference).  Regardless of …

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Yahoo: Time for a Shake-Up

It was clever of Yahoo to announce the initial Panama roll-out on an otherwise depressing conference call (a well-handled subterfuge that, for a few minutes, distracted people), and it was also a relief to hear Terry finally acknowledge that the company’s performance has been weak instead of trying to protest that 19% growth is fantastic …

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Yahoo Wilts. Prepare for Won’t-Affect-Google Denials

Yahoo’s Semel and Decker dropped the bomb this morning at a Goldman conference: Yahoo!’s Q3 is wilting.  Nothing serious yet–just revenue at the “low end of the range”–but still eerily similar to the early warnings from Yahoo 6 years ago, when Yahoo!’s Q3 started looking sluggish in mid-September and then weakened further by the day.  …

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As Goes the Housing Market, So Goes Advertising

Well, okay, that’s a stretch, but the link between the prognosis for the housing market and the economy seems strong (as goes housing, so goes the economy), and when the economy stumbles, advertising is often the first expense to get cut. In 2000, I shudder to recall, advertising-driven companies (on and offline) were the first …

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