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Ballmer seeks to justify Microsoft's bottomless-pit online spending

Microsoft CEO Steve Ballmer played online-services pitch man duirng his opening keynote at Microsoft's annual Financial Analyst Meeting FAM, explaining why Micorsoft believes it must continue to invest heavily in search and advertising to remain competitive in the coming years. by Mary Jo Foley

Tags: Advertisement, Steve Ballmer, Yahoo! Inc., Microsoft Corp., Kevin Johnson, Mary Jo Foley

Blog posts 2008-07-24

Yahoo: Microhoo, Icahn drama cost us $22 million; Economy soft

Yahoo: Microhoo, Icahn drama cost us $22 million; Economy softYahoo and M$hostile takeovers cost money. I like the way Yahoo told Microsoft to shove off. Too bad nobody else wants to. M$ did it twice, Ballmer scwed up, and the second try was by another billionaire who has so much...

Tags: Professional development, Yahoo! Inc., Steve Ballmer, Microsoft Corp.

Discussion threads 2008-07-23

News to know: Yahoo; VMware; Apple; DNS vulnerability

Notable headlines: Ryan Naraine: Vulnerability disclosure gone awry: Understanding the DNS debacle RIM ships fix for BlackBerry code execution bug Dancho Danchev: Georgia President's web site under DDoS attack from Russian hackers 75% of online banking sites found vulnerable to security design...

Tags: Apple iPhone, Google Inc., Larry Dignan, DNS, Yahoo! Inc., Vulnerability, Dana Blankenhorn, Health Care, Apple Inc., VMware Inc., App Store, Banking, Vertical Industries, Domain Names, Benefits, Healthcare, Security, Financial Services, Enterprise Software, Software, Internet, Human Resources

Blog posts 2008-07-23

Yahoo: Microhoo, Icahn drama cost us $22 million; Economy soft

The Carl Icahn proxy battle and Microsoft buyout drama appears to have been a slight distraction for Yahoo, which is seeing slowing display ad demand amid a weak economy. Yahoo on Tuesday reported second quarter net income of $131 million, or 9 cents a share, on revenue of...

Tags: Revenue, Jerry Yang, Advertisement, Yahoo! Inc., Operational Accounting, Finance, Larry Dignan

Blog posts 2008-07-22

AOL's ousted CEO being considered for Yahoo seat

AOL's ousted CEO being considered for Yahoo seatMiller is a good choice for the board, but..he may not be a good choice to run Yahoo! I followed the news of AOL over the years and I think as a strategist he was doing the right things. I'm sure...

Tags: Corporate governance, Miller, Yahoo! Inc., America Online Inc.

Discussion threads 2008-07-22

News to know: Apple, Crapware; Icahn and Yahoo; Brocade

Notable headlines: Larry Dignan: Apple's Mac shipments surge; Lowballs on outlook; Jobs health worries Adrian Kingsley-Hughes: Apple reports record Q3 08 Does Apple need to announce a post Steve Jobs plan? Dennis Howlett: Apple chaos theory Jason O'Grady: Apple Q3 2008...

Tags: Apple iPhone, Sony Corp., Facebook, Larry Dignan, Yahoo! Inc., Brocade Communications Systems Inc., Apple Inc., Mice, Utility Computing, 3G, Open Source, Hardware, Peripherals, Cellular Phones, Consumer Electronics, Personal Technology

Blog posts 2008-07-22

AOL's ousted CEO being considered for Yahoo seat

Can Jonathan Miller do for Yahoo what he tried to do for AOL? Is that a good thing or a bad thing? Investor Carl Icahn, who reached a compromise with Yahoo this morning to avoid a nasty proxy battle for seats on the company's board of directors,...

Tags: America Online Inc., Yahoo! Inc., Miller, Corporate Governance, Venture Capital, Team Management, Business Operations, Corporate Law, Finance, Financing Startups, Management, Sam Diaz

Blog posts 2008-07-21

Video: Beyond the Icahn-Yahoo honeymoon

Sam offers his take on the agreement between billionaire investor Carl Icahn and Yahoo. He says the latest development only settles the proxy fight, and now comes the big challenge--getting Yahoo's newly expanded board to work together. by Larry Dignan

Tags: Yahoo! Inc., Video, Corporate Governance, Corporate Communications, Business Operations, Corporate Law, Marketing, Larry Dignan

Blog posts 2008-07-21

Diaz's Memo: Beyond the Icahn-Yahoo honeymoon

ZDNet's Sam Diaz offers his take on the agreement between billionaire investor Carl Icahn and Yahoo. He says the latest development only settles the proxy fight, and now comes the big challenge--getting Yahoo's newly expanded board to work together.

Tags: Yahoo! Inc., Diaz, Corporate Governance, Business Operations, Corporate Law, Yahoo, Icahn

Videos 2008-07-21

Icahn says he can't

Add Carl Icahn to the list of parties trying to figure out what to do with Yahoo! who can't. If he had a solid idea of how to set Yahoo! apart from Google, in particular, or Facebook and MySpace, along the way, he would have been...

Tags: America Online Inc., Yahoo! Inc., Carl Icahn, Icahn, Corporate Governance, Channel Management, Search, Business Operations, Corporate Law, Marketing, Tom Steinert-Threlkeld

Blog posts 2008-07-21

Yahoo, Icahn settle proxy fight: Icahn on board

Yahoo, Icahn settle proxy fight: Icahn on boardIcahnThe cancer of the communications industry. He's almost so big the body can't reject his attacks and soon the it will die along with it's customers, not to mention all the jobs lost. Maybe he will sell it's soul to another country before...

Tags: Corporate governance, board, Icahn, Yahoo! Inc.

Discussion threads 2008-07-21

Yahoo and Icahn Reach Agreement

The Wall Street Journal is reporting that Yahoo has reached an agreement with Carl Icahn, the activist investor who has been waging a proxy contest to unseat the board and push Yahoo closer to a deal with Microsoft. Yahoo said Mr. Icahn will join the board himself. The board...

Tags: Board, Yahoo! Inc., Agreement, Carl Icahn, Corporate Governance, Business Operations, Corporate Law, Dave Greenfield

Blog posts 2008-07-21

Yahoo, Icahn settle proxy fight: Assessing winners and losers

Updated below: Yahoo and billionaire investor Carl Icahn have settled their looming proxy war. According to a statement Monday, Yahoo's board of directors will be expanded to 11 members and one of those seats will go to Icahn. The two remaining seats will be filled based on...

Tags: Board, Yahoo! Inc., Carl Icahn, Corporate Governance, Business Operations, Corporate Law, Larry Dignan

Blog posts 2008-07-21

Another call for Yahoo-Icahn compromise

Carl Icahn's push to get a new slate of directors on board at Yahoo took another hit late Sunday when another shareholder stepped up to call for a compromise. According to Reuters, Eric Jackson, manager of hedge fund Ironfire Capital and leader of shareholder group Yahoo Plan B, will announce...

Tags: Slate, Yahoo! Inc., Carl Icahn, Corporate Governance, Financial Accounting, Business Operations, Corporate Law, Finance, Sam Diaz

Blog posts 2008-07-21

Legg Mason takes Yahoo's side vs. Icahn; Yang takes campaign to home page

Legg Mason takes Yahoo's side vs. Icahn; Yang takes campaign to home pageStock Tip: Get out of Legg Mason fundsTime to put down the crack pipe Legg Mason."We would prefer that the company and Mr. Icahn reach a mutual agreement on the composition of the Board and end this disruptive...

Tags: Corporate governance, Legg Mason Inc., Icahn, board, Yahoo! Inc.

Discussion threads 2008-07-19

Legg Mason takes Yahoo's side vs. Icahn; Yang takes campaign to home page

Updated: Yahoo's argument that billionaire investor Carl Icahn is a short-timer with no clear plan to run the company has won over a key investor: Legg Mason. In addition, Yahoo CEO Jerry Yang is taking the company's campaign to its home page. In a broadcast to employees...

Tags: Jerry Yang, Legg Mason Inc., Board, Yahoo! Inc., Carl Icahn, Corporate Governance, Business Operations, Corporate Law, Larry Dignan

Blog posts 2008-07-18

Yahoo may revisit News Corp if AOL dims: source

Yahoo is unlikely to get into a bidding war over AOL with Microsoft because Yahoo could instead renew talks over News Corp's Web properties. NEW YORK--Yahoo is unlikely to get into a bidding war over AOL with Microsoft because if Microsoft gets in the way, Yahoo could instead renew...

Tags: America Online Inc., Yahoo! Inc., Microsoft Corp., Microsoft-Icahn Proposal, Financial Accounting, Mergers & Acquisitions, Finance, Investment, Reuters, Yahoo, Microsoft, Microhoo, merger, News Corps, AOL

News items 2008-07-18

Microsoft: $60 billion in annual revenue, but sour 4Q and a money-losing online business

Microsoft: $60 billion in annual revenue, but sour 4Q and a money-losing online businessUm...yeah...no wonder YHOO is running from M$?"Is it any wonder why Microsoft is so hot for Yahoo? Something has to save this online unit."In a year's time, instead of improving their online biz, M$ has more than...

Tags: Investment, Microsoft Corp., Yahoo! Inc., Google Inc., online business

Discussion threads 2008-07-17

Google has 77.4% of US search ad market

For every new $1 spent on paid search in Q2 2008 versus Q2 2007, $1.10 went to Google. Yahoo lost $0.09, and Microsoft lost $0.01. Advertisers are putting all of their new search dollars into Google, and pulling money out of Yahoo Search and Microsoft Live Search, Efficient Frontier says....

Tags: Google Inc., Internet Search Advertising, Yahoo! Inc., Microsoft Live Search, Microsoft Corp., Search, Marketing Research, Marketing, AM

Blog posts 2008-07-17

Microhoo, MicroAOL, and challenging Google

Microhoo, MicroAOL, and challenging GoogleContentUnless you're including content in your definition of an advertising platform, you've left out a most important factor. People look at ads because of what else is on the page. And that other material has to be located and purchased profitably.Yahoo has been successful...

Tags: Web browsers, Financial accounting, Google Inc., Microsoft Corp., Yahoo! Inc., America Online Inc., advertisement

Discussion threads 2008-07-17