Re:Starboard to Start Proxy Fight to Remove Yahoo’s Board
by argonaut on Thursday March 24, 2016 @06:31PM
(#11357028)
> it's like separating Gmail, search and ads from Google. all you gonna do is kill it.
No, Gmail would almost certainly survive if split off from Google. Search and ads are basically the same product, so splitting those would weaken both but not kill either. Google search has some of the strongest engineers at Google and a near monopoly on the market, their engineers could easily build an ad system for search from scratch. Ads would be weakened but not killed - they also have some of the strongest engineers at Google; they still serve ads on mobile and AdWords.
Re:Starboard to Start Proxy Fight to Remove Yahoo’s Board
by phamilton on Thursday March 24, 2016 @10:26PM
(#11358125)
You are missing the targeting data provided by search and mail and how it is used with ads.
Sure, Gmail could sell customer segment information, but there's likely a loss of information.
> Er, sink or swim?
i expressed badly. what i meant was no Yahoo piece can survive alone. splitting them will kill them all. it's like separating Gmail, search and ads from Google. all you gonna do is kill it.
read "kill all smaller units" on my original comment pls.
Yahoo only strength is it's size and what it can pull off because of it. which is not being used at all, because they keep running after their tail for month by month revenue.
now ask yourself: why investor would push so hard for month by month revenue on a stock that don't pay dividend?? doesn't it smell bad for you? it should. if they weren't trying to crash Yahoo, they would be 1. driving the company to make bold bets and win big on share valorization; or 2. accepting the buy back Jerry was driving a while ago.
but no, the investors want 3: crash and burn to get BABA free money.