Marcia - 11:57 am on Feb 26, 2008 (gmt 0)

Wow. It used to be that computer types were anti-establishment, and now I see them defending the establishment with fervor.

And that - establishment - is one of the core problems at Yahoo. Too much Establishment: too much board room, too much "Harvard School of Business", not enough Berkeley. Yahoo seems to have gotten "old" and establishment. Microsoft isn't much different. And definitely not enough "Cluetrain" for either one of them.

Google is "young" and in spite of their shareholder and corporate standing, they've managed to stay young and have maintained their vibrancy. When bright minds leave Google, they don't leave to join the Civil Service; they go over to start-ups where the environment is young, vital and challenging.

As far as pension funds are concerned, go back in history on a few of them. Where were these pension fund managers all along, in managing the funds, if they didn't like how Yahoo was doing? Why wait until this point in time?

Sorry for being so "New York City," but something just doesn't smell right about the timing of this.

[edited by: Marcia at 12:24 pm (utc) on Feb. 26, 2008]