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---- Yahoo Rebuffs Icahn's Intentions


kaz - 6:15 pm on May 16, 2008 (gmt 0)


Cheers. Have a good weekend.

Two things stick out to me.

One, microsoft sure does get a lot of competitive information based on this process. err.

Two, the stockholders outside of the yahoo board seem to have no understanding of the underlying business realities. I think going forward, Yahoo needs to redefine what "success" is and reposition itself based on the reality of the market and competition/google. Search may not be their 'core' business for the advertising revenue model after all is said and done, imo.


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