Carlos Bazan

4 Lingering Questions on the Yahoo/Icahn Deal

While "the distraction" might be over, Q2 earnings might revive the quarrel. And having your enemy inside might be very risky for Jerry Yang.

Yang Exit Would Show Yahoo Is Serious About a Deal

While Jerry Yang might not have been the best CEO YHOO has had, he is the CEO, and YHOO is a company that should be able to manage itself. If Yang is fired or Yagn quits, it must ne a decision made from within the company, be it through its shareholders, through Yang himself or through the BOD, but YHOO should not decide on its CEO based on or pressured by MSFT or any other company.

Mithras Capital Proposes Microsoft/Yahoo Compromise

This seems to be a very good option for YHOO, however, MSFT will most likely disagree. The cost already of buying YHOO has increased because of the GOOG deal and the severance plan.

Although being pressured, YHOO should have taken the week end purchase option. YHOO is no longer entitled to being arrogant as it was a few years ago.

NYTimes Article Reverberates Through Yahoo; Who’s Their Next CEO?

Jeff Mallett and TK are good candidates. After all, they both were part of the User-focused Yahoo! Right after the Internet bubble bursted and 9-11, Yahoo! chose to become revenue-driven. At this time, Google was only user-focused. We all know what happened.

TK, as the article says is too busy in Punta Mita, Mexico. Jeff would be the best CEO for Yahoo! in its new focus.

C.