Note to Jerry Yang;
1) Recognize that you are not the one to lead / reposition YHOO. Stick to your knitting, you're making a fool out of yourself.
2) Spin off all non-strategic assets IE Alibaba,Y Japan,etc (approximate value of $15 billion of its current $27 Billion market cap).
3) 15%-20% reduction in headcount.
4) Dutch auction/buyback of stock .
5) Stake and spin/off new stand alone initiatives.
6) Go Open Source, and let others build in an ecosystem.
Tuesday, January 29, 2008
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