Carl Icahnt

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Mon Jun 23rd 16:42 PM | Rating: 0 0
Commented on:
Yahoo's Management Exodus Could Be a Very Good Thing

Good riddance for most of them, I say.

Take Usama Fayyad, for example. He's peddled several companies owned by friends/extended family for Yahoo to buy out for overpriced sums of money. It wasn't too hard since his wife was the CTO's (Farzad Nassem) cousin. Then, after the acquisition, folks in the company wonder what the heck it was bought for.

Or, Brad Garlinghouse, do you really think he is responsible for Yahoo Mail/Messenger/etc being good? No, it was the engineers in those teams! He has plenty of failures under him too. The new Yahoo Mail was so slow for the first year, it convinced many Yahoo mail users to switch to Gmail. The new release of Yahoo Photos was even slower then the new Yahoo Mail (see the pattern), until it was canned. The only reason Brad was saved the embarrassment for that failure was the Search team purchased Flickr after Brad decided he didn't want it!

The Flickr folks it seems were only waiting for the last payout from their buyout to leave. Seems like a longtime plan.

From my sources inside the company, Qi Lu is a loss, but can you really expect people to work one place forever. I think he's worked there for 10 years or so.

Thanks Fred for a fair and insightful article.

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Mon Jun 16th 13:15 PM | Rating: 0 0
Commented on:
I Think Microsoft Is Bluffing on Yahoo

I noticed that there was no disclosure on the author's stock ownership or lack of. Matthew, are you in at say $26-27/share for a large stake and don't know what to do now? Grasping at hopes are we?

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Thu Feb 21st 13:30 PM | Rating: 0 0
Commented on:
Yahoo's Yang Sticks It to Shareholders and Employees

Sorry folks, Toad Sulliavan here. Yes I post on Seeking Alpha, but I am completely unable to understand the Edgar filing here:
yahoo.brand.edgar-onli...

Language like "Accelerated vesting of all stock options, restricted stock units and any other equity-based awards previously granted or assumed by the Company and outstanding as of the severance date" is too complicated for my narrow minded brain.

My disclosure of position is when I wrote this article AFTER selling my shares at 29 when I was hoping for 35 boo-hoo ;)

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