tag:blogger.com,1999:blog-31847753.post4518183104791525050..comments2023-11-05T02:56:35.174-05:00Comments on Breakout Performance: Finalized "Plan B" Sent to Yahoo! TodayAnonymoushttp://www.blogger.com/profile/08966031961479291676noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-31847753.post-74318491457424174302008-01-21T15:35:00.000-05:002008-01-21T15:35:00.000-05:00giving a dividend is equivalent to telling the sha...giving a dividend is equivalent to telling the shareholders that they can receive a better return elsewhere.<BR/><BR/>A better alternative would be to make sure that they can't, by making smart investments!anon2https://www.blogger.com/profile/09205299228087813796noreply@blogger.comtag:blogger.com,1999:blog-31847753.post-35118872313083291012007-02-27T20:07:00.000-05:002007-02-27T20:07:00.000-05:00Anon: Thanks for the correction. If you have some...Anon: Thanks for the correction. If you have some facts to share, please do so. Why not also share your identity? Thanks, EricAnonymoushttps://www.blogger.com/profile/08966031961479291676noreply@blogger.comtag:blogger.com,1999:blog-31847753.post-73401405602630650372007-02-27T16:02:00.000-05:002007-02-27T16:02:00.000-05:00The Yahoo! Media Group campus is in Santa Monica, ...The Yahoo! Media Group campus is in Santa Monica, not Los Angeles. And Burbank is an entirely different part of the Yahoo! Operation. Not that being factually accurate is important to someone who is trying to dismantle the board of directors of a giant corporation and close down an operation that provides thousands of jobs.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-31847753.post-43671475560270961722007-02-24T14:17:00.000-05:002007-02-24T14:17:00.000-05:00Sounds good, papayiya. We can agree to disagree. ...Sounds good, papayiya. We can agree to disagree. Best of luck to you.Anonymoushttps://www.blogger.com/profile/08966031961479291676noreply@blogger.comtag:blogger.com,1999:blog-31847753.post-60876466015934199212007-02-24T14:12:00.000-05:002007-02-24T14:12:00.000-05:00Eric,I removed the comment because I didn't want t...Eric,<BR/><BR/>I removed the comment because I didn't want to get into a slew of name calling. You should have had the decency to not bring up a comment that I took the liberty of deleting.<BR/><BR/>I, like many other people, know lots about Panama through the hundreds of press releases that have been going on since 2003, when Yahoo knew they had a problem with Overture. Feel free to search for Yahoo Panama and see for yourself.<BR/><BR/>Your 'Plan B' seems more and more like a shameless act of self promotion. I'm not a Yahoo employee, I have been watching the company for a while. Plan B bring no value to the table. I'm not going to waste my time any more on this.motophonehttps://www.blogger.com/profile/00532166261594972284noreply@blogger.comtag:blogger.com,1999:blog-31847753.post-22616876710521190372007-02-24T07:35:00.000-05:002007-02-24T07:35:00.000-05:00Santos:I'll check out your site.Papayiya:I don't k...Santos:<BR/><BR/>I'll check out your site.<BR/><BR/>Papayiya:<BR/><BR/>I don't know why you said I was not worthy of being on Yahoo!'s board and am glad you removed this comment. This is a shareholder democracy. It is not for you or me to decide who is worthy, but the shareholders.<BR/><BR/>Since you don't work at Yahoo!, what insights do you have about the process by which Panama was developed?<BR/><BR/>Finally, don't bring the "oh-I-could-write-pages-refuting-you-but-I'm-too-good-for-that" and "you're-backseat-driving" arguments here. Please. Plan B is there in black-and-white with the facts to back it up. If you don't agree, refute away.<BR/><BR/>Anon:<BR/><BR/>You sound like an engineer who actually works at Yahoo! I want to be clear: Plan B is pro-engineer, pro-Technology Group, and pro-Zod.... it is pro-Yahoo. Notice that one of the points of the plan is to increase funding to this group to help prevent slips in the future of key projects.<BR/><BR/>I certainly don't care to take any credit for getting Panama out the door. I'm not also taking credit for the fact that Yahoo!'s stock is up 16% since our shareholder advocacy began on January 7th (while Nasdaq is up 3% and GOOG is down 3%). Most of this gain is due to Panama's faster launch data announced at the last analyst's call. However, it is interesting to note that, on a no news day for Yahoo! yesterday (except for the Plan B news), when GOOG was down over a percent and Nasdaq was down, that YHOO was up 1.6% (and more in after hours when more coverage of Plan B came out).<BR/><BR/>Thanks.Anonymoushttps://www.blogger.com/profile/08966031961479291676noreply@blogger.comtag:blogger.com,1999:blog-31847753.post-74265459507694180412007-02-24T06:48:00.000-05:002007-02-24T06:48:00.000-05:00Dear EricI own 20.200 shares.. I own and have won ...Dear Eric<BR/>I own 20.200 shares.. I own and have won a lot of money wiht Yahoo stocks selling and buying and selling again since last 5 or 6 years... <BR/>I am a very old user of Yahoo as well ..<BR/>Both your plan and the existing Board are ignoring two important things ...1- The BG positive feedback of the market and 2- what the market outside USA can give to Yahoo.<BR/>I have sent through the "feedback of yahoo several suggestions which, mainly in the beggining were implemented ( probably other people have suggested same thing as well...) Lately it is hard and harder to be able to "put a suggestion" and get someone to answer...<BR/>I have nice ideias that in my opinion "can make the diference" BUT I will not put them via Bloger or openly... Pls send me a mail I can contact and send the suggestions.<BR/><BR/>My site is www.sistec.co.ao .. My name is rui Santos the CEO of the company... My contacts and references are all there.<BR/>I am prepared to even go to the States if necessary to talk about this as I strongly believe that my ideias are correct.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-31847753.post-87788247669659047392007-02-24T03:38:00.000-05:002007-02-24T03:38:00.000-05:00I could write pages refuting what you have written...I could write pages refuting what you have written. You make very few valid statements, except for many "should of, could of, didn't" remarks. It's easy for any company to look back and say what they SHOULD have done. Furthermore, why should Yahoo begin to offer a dividend? This money could be much better spent on acquisitions, investments, etc..<BR/><BR/>Oh God, I'm wasting time even writing this comment, but I'll say one more thing: Yahoo has 1 big problem -- Click Monetization. Panama was NOT hastily pushed out, it was delayed extensively -- heck, it was in development for over 2 years. Yahoo has the largest customer/user base on the internet, it only now needs to convert a larger percentage of these into clicks.motophonehttps://www.blogger.com/profile/00532166261594972284noreply@blogger.comtag:blogger.com,1999:blog-31847753.post-75396776472181494232007-02-24T03:09:00.000-05:002007-02-24T03:09:00.000-05:00This comment has been removed by the author.motophonehttps://www.blogger.com/profile/00532166261594972284noreply@blogger.comtag:blogger.com,1999:blog-31847753.post-86726842741514775542007-02-23T17:20:00.000-05:002007-02-23T17:20:00.000-05:00"Hastily" pushing out Panama? Are you kidding?? Pu..."Hastily" pushing out Panama? Are you kidding?? Pushing out Panama had absolutely nothing to do with your campaign. That schedule was locked and loaded and in progress well in advance and the core team was so heads down in execution, your campaign probably didn't even register on anyone's radar. Say what you will, but you cannot be so naive as to claim even one iota of credit for influencing anything that has gone on there since you became a vocal critic. Not. One. Bit.Anonymousnoreply@blogger.com