13 thoughts on “Thompson may be out, but Yahoo still a mess”

  1. Most acquhire are like an obese person digesting another big mac. They don’t make you more nimble if the problems is your management structure, they just add body fat. But some people feel better that way.

  2. I wish Levinshon luck. He faces a tough job. It’s far from easy to manage a company in such apparently inevitable decline.

    So I agree with you, That said, companies like Yahoo and say, RIM and maybe Nokia are easy targets because we can say they shouldn’t be doing x or they must change y. It’s probably the case that there are smart people at these companies that know what they need to do too. But they have huge a institution to turn around, company politics and younger, leaner competitors still on the rise.

    I know it’s been done, in my view through a combination of luck, skill and the cult of personality (Apple, GE), but I’m sure it’s really hard to save a huge company.

  3. What yahoo needs to do is make arrangements with hollywood to stream movies for free ….that would kick them from #4 in Alexa to #2. The rest will be history…either it will be bankrupt or it will survive.Need another dose of fresh californication baby …

  4. Kind of sad to compare a few smart guys with great ideas, as Yahoo! once was, to a boardroom full of executives “trying to turn a great ship around.”

  5. I know at least two highly talented people that any online media company would be ecstatic to have on board who were by Yahoo hired POST layoffs. So no – not all a one way street.

    Plus – over a billion in revenue per quarter but still apparently doing badly.

    This isn’t like you Om – normally you don’t just follow the Valley herd mentality and look a bit further. The only sense in which Yahoo is dead is that it isn’t ‘hot’ in the Valley. Outside the tech-obsessed, nobody even knew there was anything going on until today – if even then.

    YHOOs income is about five times greater than facebook’s. Last quarter Yahoo’s income increased (very slightly) and Facebook’s fell – apparently the seasonal online ad market was poor – or was it just poor for facebook?

    Bottom line – this isn’t about reality – it is about the same stupid ‘in’ and ‘out’ crap that adults are supposed to have left behind in high school. 95% of the people commenting on Yahoo – both in the media and just randomly spouting off – don’t have an understanding of any of the underlying business reality. Sure it isn’t all gravy – but Yahoo isn’t in trouble either. Frankly people are more upset about the stock price then Yahoo’s fundamental soundness as a business – but the stock price – like lots of older companies isn’t really tracking to business success – it is tracking to the stupid fads in the internet and software worlds.

    As for Scott Thompson – of course he had to go. Not so sure about previous CEOs

  6. If Y! needs entrepreneurial drive – if it wants innovation and fresh thinking – it should do so at the grass roots and Director level within the company – not at the “C” level and also not via acquisition of ring-fenced start-up guys who will not thrive in the 12,000-employee behemoth that is now Y! It’s not sexy and it’s not flashy but Y! needs to refocus and then rebuild and replenish at the Director level – they’re actually running the company after all…

  7. Some Wall Street finagler buys up 5% of a company using other people’s money and then makes enough public noise to get control of 25% of the board? And wants the CFO to run the company? Yeah, everyone else that is trying to make something happen is gonna get fleeced by a short term Wall Street rapist.

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