Where does that leave Icahn with Yahoo


Where does that leave Icahn with Yahoo

So is it Googhoo? Yahoogle? GoogleY? However you want to say it, Yahoo seems to continue to drive the stake in their hearts. Either Jerry Yang has hit a Yahoo midlife crisis or he basically said “If I can’t have it, no one can!”.

This mess ain’t over, either. Just because Microsoft has said they don’t want Yahoo anymore doesn’t mean Carl Icahn is going to back down. Yahoo is falling apart. The rats are leaving the ship. All the trees are still. Pick your metaphor.

First - is the Yahoo Google deal going to hurt or help Yahoo. Right now it’s hurting. Yahoo stock dropped 15% after the deal was made. Yahoo is choosing a bed to sleep in, instead of saying “I’ll take anything”. Being exclusive is nice, but if Google wants to drop Yahoo like a bad habit, they will.

Second - Let’s say that Microsoft is truely out of the hunt. Let’s say that Carl Icahn drops his proxy on July 3rd. (it’s hypothetical) If the waters finally calm down, what does Yahoo have?

(Rod Serling steps out): Picture yourself in a room on the top floor of a house of cards. Your objective is to carefully navigate the house and get out before it collapses upon itself. Here we have Jerry Yang - 39 year old CEO of Yahoo who’s put himself into a predicament he cannot possibly escape from. Add to his problems a bunch of possible disasters that he himself put into place to thwart Microsoft. Now it’s time to get out of the room… and enter…… (well, you get the rest. If you don’t, Google “Rod Serling”).

This is the very reason why Carl Icahn has to continue his fight and do some corporate raiding. I would support him 100%. I don’t have any stock in Yahoo, but I do have Stake in Yahoo. Lots of small companies have stake in Yahoo. Whether it’s email, webpages or some other Yahoo service, if the company falls hard, they all get affected.

Just like the new iPhone predictions, we’re all going to sit on the edge of our seats and see what happens at the proxy battle. I would expect some major changes coming down the pike. And just because Microsoft said “We’re out” doesn’t really mean that they are out. After all, this is the second time Microsoft tried for Yahoo. Business is business and the reality is Yahoo’s site stats are still in the top 5. Who wouldn’t want to take that over?

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Ramblings - 8-23-08 - Interview on Quickcast this Week

At the beginning of the month I was concerned I wasn’t going to make the numbers I made in July. I had one story get a mini Digg and that gave some great stats for the day. The end result was a high monthly visit rate. So that made August the concern - after all, can I do something that can be that powerful?

Well, maybe there is.

I went to look at the stats for this month, and I found they are ready to match the July numbers and possibly surpass. Now there are 8 days left, but I can be optimistic, right?

The key is to put out an article that either no one else talks about or is just that prolific that people need to read on. But there is a third key.

Promotion, promotion, promotion.

I am going to do the first Geekazine interview on monday to post on Wed. I am very excited about this because we’ll have a great contest to run along with the interview. For those of you who are reading, I will give you a hint: You will have to post a comment to be eligable.

The LIVE Show was awesome once again. Every week we get someone new in the show to talk about stuff and it’s pretty cool. I enjoy meeting new people from all over. I have to admit I was thinking of taking a few weeks off until the weather changed, but after last monday, we are going to continue this great event.

We changed the name of the 5 minute show to the Geekazine Quickcast. We still have the same schedule - Mondays is “This week in tech history”, Tuesdays is “Get Certified” and Thursdays is “1 topic 5 minutes”. Wed will be the special interview.

On the home front, I’ve been doing a ton of playing. Since we’re coming up to the last couple weeks of summer here in Wisconsin, eveybody wants to get out and play. THe weather has been very cooperative which is great. We had an awesome show on Sunday and I expect to continue that tonight.

Last night I ran sound for 2 bands and a burlesque show. Basically, hit play on the CD player and adjust the mic (if needed). Of course the 2 bands gave me enough work to do, to. It’s nice to work off a good Allen and Heath board.

Anyway, it’s time to wrap up as I have to head south to a place called FINS in Edgerton. Great restaraunt and bar - the weather looks good enough to where we will be playing outside. Sweet.

Remember the Quickcast on Monday and Live show Monday evening at 7 PM.


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