tag:blogger.com,1999:blog-31847753.post4437932306149193895..comments2023-11-05T02:56:35.174-05:00Comments on Breakout Performance: The Unofficial Yahoo! "Plan B" WikiAnonymoushttp://www.blogger.com/profile/08966031961479291676noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-31847753.post-1767863657984057782007-11-05T21:21:00.000-05:002007-11-05T21:21:00.000-05:00What are your thoughts for changing Motorola?What are your thoughts for changing Motorola?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-31847753.post-53439761597974798672007-01-14T23:40:00.000-05:002007-01-14T23:40:00.000-05:00Thanks for your support on board reformulation, An...Thanks for your support on board reformulation, Anon. Not everyone will see eye to eye on all things. I think a modest dividend is an important discipline for management and the board. It also forces them further to create even more cash and sends a symbolic message of confidence that they will to shareholders.Anonymoushttps://www.blogger.com/profile/08966031961479291676noreply@blogger.comtag:blogger.com,1999:blog-31847753.post-26835576767413162292007-01-14T23:28:00.000-05:002007-01-14T23:28:00.000-05:00While this is a clever little publicity stunt I am...While this is a clever little publicity stunt I am afraid that there is little substance in your recommendations. After spending 15 minutes reading some of your suggestions for plan B I am convinced you have limited understanding of Yahoo's business. While changes are needed at Yahoo! the actual suggestions you recommend would throw Yahoo! into tailspin. For example, in a growth industry where tens of billions of advertising dollars will flow online over the next 4-6 years why would Yahoo! start issuing a cash-dividend? In fact its relatively weak cash position (vs. goog and msft) puts it at a disadvantage when looking to do buy distribution or do acquisitions?<br />YHOO doesn't need more vision/strategy rather it needs better execution --- everybody knows that it needs to build a competitive product to AdSense. Everybody knows it needs to improves its new yahoo mail beta product. Everybody knows it needs to redefine the search space to its advantage.<br /><br />In fact the only thing I do agree with you on is to reformulate the board as these guys were sleeping at the wheel for the past 2 yrs.Anonymousnoreply@blogger.com