Yahoo!'s stake in Alibaba Group alone is worth at least $23 billion judging by its growth compared to Facebook's. Yet, Yahoo!'s total market cap is below $18 billion.
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Yahoo! needs to think about that question before agreeing on a patent deal with Facebook.
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Yahoo! isn't the first Silicon Valley company to assert its patents against others. Steve Jobs did it to Microsoft back in 1997.
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Facebook needs to bulk up to kill Google. Once they go public, watch for them to seriously consider buying Nokia or Yahoo! -- with a little help from their big brother Microsoft.
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Google has a number of amazing strengths. But why does it struggle building great consumer products?
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The clubby tech bloggers of Silicon Valley have decided to be Facebook's bitch and yell and scream at Yahoo! for protecting its intellectual property. If they're so apoplectic, why do they never say boo about Apple and Google protecting their IP?
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Yahoo! has thrown down the gloves to attack Facebook's violation of 10 - 20 of its key patents. It could set off a flurry of activity around Yahoo!
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Yahoo! has a treasure trove of unique assets that could be used well competitively by Apple if it bought the Web company.
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Did Mike Lazaridis try to push out Jim Balsillie from RIM last year? Did the board placate him with a more senior position in the new Thorsten Heins era? We may never know.
Read the full article in TheStreet
It turns out that the architect of Lin-sanity - Glen Grunwald - has a lot of parallels in his career with Jeremy Lin.
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Why Roger Martin's feisty defense of RIM over the weekend was pompous, simple-minded, and hypocritical.
Read the full post on TheStreet
Jeremy Lin is not only a great NBA story but a great story about how we should all approach our work.
Read the Forbes post here
Here's my appearance on Bloomberg from this morning discussing the board shake-up at Yahoo!
For Facebook, which will carry a ticker symbol of FB, to receive a $100 billion valuation when it makes its IPO debut, investors will have to make a lot of assumptions about their future growth.
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Facebook is deliberately puffing up its monthly active users by using a broad definition. It's par for the course in the social media world.
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Yahoo! isn't loved by many on Wall Street, but it's currently a $1 billion + position at Dan Loeb's $8 billion firm.
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The best Super Bowl ad from last night - which was only shown in Canada.
Full post in Forbes here
Why your company needs a Leadership Funnel and how to implement one.
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"The Hacker Way" is all about meritocracy at Facebook. Yet, Zuckerberg took every step to ensure he'll control the company with an iron fist forever.
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Mobile is one of Facebook's biggest risk factors, but the company doesn't seem to have worked much on it in the last year going by their apps.
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Facebook's hype is other-worldly, but its actual growth is good but not super-human.
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How Mark Zuckerberg's Gen Y status has shaped the company that Facebook is.
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Jan. 31 (Bloomberg) — Eric Jackson, president and founder of Ironfire Capital LLC, talks about the outlook for Facebook Inc.’s planned initial public offering, share price and valuation. He speaks with Lisa Murphy on Bloomberg Television’s “Street Smart.” (Source: Bloomberg)
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Twitter is celebrated as a big social media success. The reality is that its current revenues suck.
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NEW YORK (TheStreet) -- Facebook's planned initial public offering is the talk of the business media these days.
Everyone is swooning over how big it will be, how many millionaires it will create and how Facebook might continue to grow after its IPO.
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My appearance on Bloomberg yesterday pre-Apple and Yahoo! earnings.
Watch the full video on Forbes
This might go down as one of the greatest exchanges at a shareholders' meeting in history. From the Yahoo! meeting last June.
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The biggest impediment to Yahoo!'s success in the last 4 years has been Roy Bostock - not Jerry Yang. Hopefully, Roy will soon be gone as Chairman. Here's a summary of his ridiculous statements over the years.
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The core business which accounts for 96% of Google's business is slowing. But the management team doesn't want you to know that.
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People love to hate on Yahoo! and Jerry Yang, but they're conveniently forgetting some important facts as they dance on his grave.
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Here's a Top Ten list of what not to do as a boss, if you want to keep great people around you.
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Here's what to expect next from Yahoo!
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Ten sure-fire ways to turnaround a dysfunctional team you've just taken over
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The late 90s were a blast. The first tech bubble was one of the biggest parties of all time. Here's what you missed.
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The HP board in 2012 is just as dysfunctional as it was in 2006. Here's a reflection of how bad they were back then.
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Hulu tried to pump up its 2011 results in a blog post yesterday. They're not very exciting.
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Although the grass always looks greener, sometimes you're better off sticking it out at a big company over a start-up.
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Whether you're an employee, an investor, or a CEO yourself, you need to read about these 2 recent academic studies of how and why Narcissistic CEOs can kill their companies.
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NEW YORK (TheStreet) -- Late Friday, after the market closed, Motorola Mobility(MMI_)sent out an innocuous-sounding press release with a "Business Update" in the title.
The release ended up tanking Google's(GOOG_)stock by more than 4% on Monday and the sell-off continued on Tuesday, even after the market bounced out of the gates.
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The next 6 weeks should hold a lot of drama for Yahoo!, as we see its board try and make the case why they shouldn't be thrown out.
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Performance reviews are almost always painful experiences for those giving and receiving them. Here are the 10 biggest mistakes that are made.
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My chat with Erik Schatzker and Scarlet Fu from this morning about Yahoo!'s new CEO and their dysfunctional board:
NEW YORK (TheStreet) -- Most believe the stock/business story of 2012 is going to beFacebook -- specifically its rumored IPO which should come before the middle of the year. That's probably true. Yet, ironically, 2012 is also the year in which you need to protect yourself from other falling social media IPOs.
NEW YORK (RealMoney) -- Former eBay(EBAY_)PayPal President Scott Thompson wasn't on anyone's short-list of possible next CEOs for Yahoo!(YHOO_). The stock immediately traded down this morning on the news and then further declined during the conference call introducing him when Chairman Roy Bostock clumsily announced there would be no way that Yahoo! would be taken private.
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My appearance on Bloomberg West last night:
If you exhibit several of these traits, now is the time to stamp them out from your repertoire. If your boss or several senior executives at your company exhibit several of these traits, now is the time to start looking for a new job.
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Don't listen to the Business Insider worry-warts: Cash-rich split, here we come. Good news for Yahoo! longs.
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Microsoft might give up MSN to get a piece of Alibaba Group and/or Yahoo!, as part of a cash-rich split
Wednesday's news that Yahoo!'s (YHOO_) board is considering two separate "cash-rich splits" of their stakes in Alibaba Group and Yahoo! Japan is great news for Yahoo! longs.
Read the full post in TheStreet
Many private equity firms sizing up Yahoo!'s core business believe they could fire 50 - 75% of the headcount with no material impact on revenues. Yet, they are not willing to pay Yahoo! long shareholders the proper multiple based on that "go forward" EBITDA number.
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I have a long memory and I remember exactly what Yahoo!'s board promised in 2009 with the Microsoft search deal and how they've failed to deliver. Why should they be trusted now?
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Best Jim Balsillie quote ever contained within....
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It's hard to keep your best talent in your organization. Here are some suggestions on how to do it.
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We assume that Madison Avenue will eventually spend more on Internet and Mobile ads to match the time we spend online. What if they don't and they have their reasons?
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My appearance from earlier today on Bloomberg TV
Marc Andreessen's blog post today, likely means that Blackstone and Bain Capital are in the lead for Yahoo!
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Here is one critical aspect of a Yahoo! cash-rich split that could unlock $20 billion in value that has been overlooked in all the coverage of Yahoo!
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Google left China 18 months ago. It's still the country's 3rd biggest ad revenue generator.
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Will Yahoo! get a do-over to extract maximum value from Facebook prior to its IPO, as it should have down with Google 7 years ago?
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Over the years, the greatest merchant ever has revealed a few things he's learned from Apple by serving on its board since 1999.
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Zynga's valuation has dropped 65% in 4 days. It deserves to keep dropping.
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RIM says it won't make its previously lowered full-year guidance. That's not a shocker but it just shows how bad these co-CEOs are at predicting the future.
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It's more complex, but there many ways to create value for Yahoo! shareholders should they go down the minority stake leveraged recap path.
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The Silver Lake low-ball offer is making many Yahoo! investors despair. This isn't over yet though.
Read the full post in Forbes.
By Eric Jackson
NEW YORK (TheStreet) -- Last night, we learned that Microsoft(MSFT_) is likely to team up with Silver Lake on a leveraged recapitalization bid for 20% of Yahoo!(YHOO_). Also, THL(formerly known as TH Lee) is thinking of making an outright bid for the company.
There have been a lot of rumors floating around regarding what will happen with Yahoo! Let's review the key players and the possible outcomes.
Zynga starts its IPO Roadshow Monday. The company's not worth more than $5 billion fair value - nowhere near $20 billion.
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Today's wild false rumor about Sina and Muddy Waters sent the stock into a tailspin.
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Childless people who complain insufferably about having to travel with kids on planes would have their heads explode if they ever had to babysit a kid for more than 24 hours.
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The stock is down 72% since Jordan left.
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Why We've Become a Nation of Bubbleheads
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Microsoft thinks Siri is just a function of good Apple Marketing.
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Bankers hyped up Groupon to get the deal done fast. Beware Facebook's banker who do the same for their IPO. Test the key assumptions built into the business model.
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Why Yahoo!'s board is working hard to ensure they do something with the company before January 7th.
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Is Your Tech Company a Greenfield Gorilla or a Nichey Nancy?
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My two-part question to Al Gore from last month in Hong Kong.
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Frustrated that politicians can trade on inside information and you can't? Take heart: they're so hapless, they can't make money from it.
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While it's easy to take the money when it's flashed in front of you, PayPal's decision to not stay independent is the dumbest one in tech from the last 10 years.
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If you're building a company today, here are 6 things Jeff Bezos knew back in 1997 that made Amazon (and will make you) so successful.
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NEW YORK (TheStreet) -- I was watching the season finale of Bill Maher's Real-Time last Friday, when he threw out a statistic that shocked me: in 2009, the U.S. graduated 39,000 people with computer science and engineering degrees and 82,000 with visual arts degrees.
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Apple has to decide whether it wants to play in the ad world or not. Eddy Cue will now make that decision.
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The best option for Yahoo! shareholders is the company disposing of its Asian assets in a structure called a "cash-rich split." Here's how it could work and turn Yahoo! into a $41/share stock.
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Steve Jobs -- according to his track record to that point in his life -- had no business making Apple successful when he came back in 1997. That he did makes him all the more remarkable.
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By Eric Jackson, Senior Contributor
NEW YORK (TheStreet) -- Last week, Apple(AAPL_) granted several key executives -- including Phil Schiller, Scott Forstall, Peter Oppenheimer, and Bob Mansfield -- large Restricted Stock Unit (RSU) grants that vest over five years.
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With 1,100 granted US patents, Yahoo! could choose at any moment to offensively go after Facebook, Microsoft, and other large Internet companies. This IP portfolio could become one of the most hotly sought after jewels in the Yahoo! empire in the next two months.
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Despite making a big deal about it on Friday in his answers to the US Senate, you shouldn't think Eric Schmidt or any Google exec is fretting yet about Siri as a threat - even though they should.
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NEW YORK (TheStreet) -- Daniel Loeb has been silent since announcing his $1 billion stake in Yahoo!(YHOO_) two months ago. That changed this afternoon.
Read the full post in TheStreet
More details on why Siri is a Google Killer.
Read the full post on Forbes.
Jobs' biography makes it clear why Apple wants to make its own TV sets
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My take on the Groupon IPO: Too much risk
See the video on Forbes here
My question for Jerry Yang about Yahoo!'s new/old mission statement.
See the video on Forbes
I started writing in TheStreet on finance and technology back in 2008. It's fun and helps me formulate my thinking on different topics.
In October, I had my biggest month yet in terms of readers of my Forbes posts since I started contributing there in March:
- 383k unique visitors
- 725k page views
Thanks for reading.
NEW YORK (TheStreet) -- Along with the broader market, Yahoo!(YHOO_) has been sacked this week.
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