Microsoft, Yahoo

YHOO-MSFT-ICAHN: What a Mess

I've just stopped blogging about it, because I stopped saying anything new. Everyone has done a bad job and everyone is angry. We get it!

But I can only hope Henry's analysis is the consensus of Yahoo's investors leading up to this shareholders' meeting. I don't say that as someone who draws a salary from Yahoo. First off, I don't think Microsoft would cancel TechTicker and it's just one of my several jobs, so it's not like my livelihood depends on this deal not happening. And I don't own stock in any tech companies, Yahoo included. (Besides, whenever I write or speak about Yahoo it's as a reporter not a contractor. I don't report anything I see or experience being on campus for work, per my contract.)

I'm just weary of all this fire-sale/break-up news that positions Yahoo as if it's, say, Novell: A troubled company that's a shadow of its former self. (Sorry friends at Novell!) Let's be clear: Yahoo is a shadow of Google when it comes to search-- which is hardly its whole business or greatest asset. But hardly a shadow of itself.

As a member of the media, let me express how remarkably unbroken Yahoo is as a property. Just see the news that the SF Chronicle is laying off another 100 newsroom jobs? Picked up an every shrinking issue of any business magazine lately? Yeah, that's our world. No other platform reaches half a billion people a month. TechTicker has become one of the biggest audiences for financial video content since its February launch mostly by being on Yahoo Finance. (As much as I think we're awesome...) And remember the much maligned Digg-copycat Yahoo Buzz? Look at its traffic, again just by being in front of that fire-hose of traffic.

Yahoo may operate like a fiefdom at times but it's a fiefdom that draws its strength from that torrent of traffic. Why you'd think you could get more value from breaking it up is beyond me. I guess that's why this story has ceased to interest me. It's become nothing more than a Wall Street game. And one that even Henry is bored by!

Comments

Feed You can follow this conversation by subscribing to the comment feed for this post.

Yahoo would be better off broken up because it buys absolute gems like delicious then suffocates them under its bureaucracy. Maybe if it was a looser group of associated companies all with a clearer focus decisions might be taken faster and great innovations would not be lost. Delicious should have been the heart of Y Search from the day they bought it instead of being relegated to an also ran.

But I agree it is totally boring now – pee or get off the potty dudes.

The comments to this entry are closed.

"Brilliant, Crazy, Cocky" puts a well-deserved spotlight on the fascinating entrepreneurs working in some of the most overlooked places on Earth. This book reminds us that when entrepreneurial opportunity is enabled and embraced locally, the economic and social benefits have the power to transform us all.
Brilliant. Crazy. Cocky.

New Book

An unforgettable portrait of the emerging world's entrepreneurial dynamos Brilliant, Crazy, Cocky is the story about that top 1% of people who do more to change their worlds through greed and ambition than politicians, NGOs and nonprofits ever can. This new breed of self-starter is taking local turmoil and turning it into opportunities, making millions, creating thousands of jobs and changing the face of modern entrepreneurship at the same time. To tell this story, Lacy spent forty weeks traveling through Asia, South America and Africa hunting down the most impressive up-and-comers the developed world has never heard of....yet.

Excerpt »

Buy it from these sellers

Srah Lacy

Sarah Lacy is an award-winning reporter who has covered high-growth entrepreneurship for more than fifteen years. She is the founder, CEO and Editor-in-Chief of PandoDaily.com, the site-of-record for the startup ecosystem. She lives in San Francisco.

Learn more »

Updates

Get updates delivered directly to your inbox. Just enter your email address and click Subscribe: