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 Send to email | Yahoo On Icahn: Seriously, Why Would You Ever Trust This Spent, Doddering Old Man? in General |  By Silicon
el 17-Jul-2008 |
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 Don't know why it took this long, but Jerry Yang and company are finally launching a media blitz, one that we think is doing an effective job of making their case.
One particular talking point they've been hitting over and over: Carl Icahn isn't a "shareholder activist" -- he's a speculator who knows nothing about tech and has no plan to do anything other than flip or carve up Yahoo. Their latest salvo: He's bad at speculating, too.
Here's their argument, laid out in a single page of Yahoo's 34-page (!) presentation released today. By Yahoo's reckoning, Carl has gotten mixed up in 15 public companies since 2004; only three of them have seen their stock move up and stay up since he started buying. Carl, we await your rebuttal.
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See Also: Yahoo's Latest Pitch: Carl Is Clueless, Microsoft Isn't Serious
Yahoo Makes Its Case
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| Yahoo: We Will Slay Hedge Fund Wolf Pack in Proxy Fight |  A secret Yahoo (YHOO) source tells the WSJ that Yahoo thinks its shareholders will reject the Icahn proxy fight. Unless Icahn delivers a Microsoft (MSFT) transaction before the July 3 shareholder meeting, we agree.
Moreover, as we've said, we think voting against the Icahn slate in the absence of a deal is the right move: Steve Ballmer is not a moron, and if Icahn decapitates Yahoo's boa [..] Read complete article | | Published 21-May-2008 by Silicon in MSFTYHOO
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| Carl Icahn tar strid mot Yahoo | | Mångmiljardären Carl Icahn kräver nu att Yahoos hela styrelse byts ut, för att företaget återigen ska gå in i förhandlingar om att bli uppköpt. Det uppger Wall Street Journal. Icahn uppges vara missnöjd med att Yahoo droppade Microsofts bud. [..] Read complete article | | Published 15-May-2008 by Nerdblog in General
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The next move in the Yahoo-Microsoft-Icahn saga is Carl Icahn's. As Yahoo (YHOO) wisely pointed out in its rebuff letter, there's no bid for Yahoo on the table right now, so it's hard to acc [..] 
While sorting out Yahoo's not-too-hot Q2, one number immediately jumped out at us: $22 million, the amount Yahoo has spent trying to save itself from the clutches of Steve Ballmer and/or C [..] 
Carl Icahn does have a sense of humor: Dallas Mavericks owner Mark Cuban -- the guy who milked Yahoo for $5.7 billion fo [..] 
He's about to become a Yahoo (YHOO) board member. He owns 5% of the company. Yet Carl Icahn, who led a proxy fight to replace Yahoo board and management, won't be attending [..] 
The drubbing Carl Icahn took last week may just have beaten the stuffing out of him. The raider "hinted" that he might not press forward with his campaign to get Yahoo's board fired, Reuters [..] 
