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Wednesday, July 23, 2008

When Will Microsoft Bust A(nother) Move?

Is Microsoft about to make another move on Yahoo? Or perhaps on AOL? Or is it just getting ready to articulate strategic plans for getting serious about the online search business on its own at its financial analysts’ tomorrow morning?

Or perhaps–and this might be the best strategy for the moment–the software giant is actually managing to stifle itself and wait to return to the playing field when things settle down a little bit.

One thing is clear: Microsoft (MSFT) has got to be plenty irked that its efforts have been vexed once again, this time by by the proxy fight settlement its one-time takeover quarry, Yahoo (YHOO), made earlier this week with activist investor Carl Icahn.

Icahn had been working in concert with Microsoft to pressure Yahoo into striking a deal to sell its its search business.

That attempt failed badly and, in fact, the repercussions of the failure sent Icahn right into Yahoo’s arms.

By no means does this mean that Microsoft’s persistent interest in grabbing Yahoo’s search assets has gone away–no matter all the noise, Microsoft would get a great boost from controlling the No. 2 player’s market share in search.

Even those inside Microsoft have long regarded Yahoo as an “accelerant” to its long-term strategy of building a large-scale business in online advertising.

But, as one source said, “it is now a game of timing and it’s probably better to be a tortoise than a hare here.”

While most do not expect Microsoft to make another bid for all of Yahoo, it is likely that the company will again try to rejigger its proposal for buying Yahoo’s search business after Yahoo seats its new board, which will include Icahn and two others of his choosing (with Yahoo’s consent).

Since Yahoo can no longer use Icahn as a reason for rebuffing Microsoft’s latest proposal to buy its search business, it will have to rely on its other major argument against such a purchase–that Microsoft is still not paying enough for an asset it must have.

A source close to Yahoo’s thinking said that even the generous $20 billion revenue guarantee in Microsoft’s latest bid was too low, because Microsoft is basing it on the assumption that Yahoo’s search business is declining.

And while Yahoo’s search business is not growing like gangbusters, especially compared with Google (GOOG), it is still growing, and Yahoo wants Microsoft to pay up on that basis.

In addition, Yahoo wants a premium for the regulatory and integration headaches such a deal would entail. “They have to better compensate us for buying something they want and we don’t have to sell,” said one Yahoo source.

To be fair, Yahoo cannot be quite that sanguine about its situation. To communicate “no confidence” in the company’s leadership, at least one major investor is considering withholding its vote for specific board members closest to the deal-making of late at Yahoo’s upcoming annual meeting on Aug. 1.

Likely targets are Yahoo CEO Jerry Yang, Chairman Roy Bostock and board member Ron Burkle.

And either today or tomorrow, the large proxy-advisory service, ISS Governance Services, which Yang and other Yahoo execs and board members visited last week to state their case, will make its recommendation to shareholders. Others, like Proxy Governance and Glass Lewis & Co., will also weigh in.

All are likely to ding Yahoo’s leadership in some way.

What all of this sets up is the next chapter of what Yahoo will need to do to push the reset button after the newly constituted board is officially formed and gets down to business.

If Yahoo does not get down to business quickly, the button will most definitely be reset for it by others.

Finally, for your viewing enjoyment, here is a video of Young MC performing “Bust A Move,” and just below it–in our single favorite tech video of all time–Microsoft CEO Steve Ballmer busting his own move:

Tuesday, July 22, 2008

Kara Visits Fortune’s Brainstorm: TECH

In BoomTown’s ongoing quest to overdose on tech conferences, I traveled south of San Francisco last night for Fortune magazine’s Brainstorm: TECH conference.

Run by David Kirkpatrick, it’s well done and a great place to run into a range of techies from Silicon Valley, as well as talk to more creative thinkers on where tech is going.

I was there to be on a dinner panel with fellow bloggers Om Malik of GigaOm and my favorite geek to tease, Robert Scoble, of Scobleizer. Fortune’s Adam Lashinsky moderated.

It was an interesting panel about a range of topics, from Yahoo (YHOO)–Kevin Kelly was bored, bored, bored with that topic–to the looming economic pressure that the digital industry is about to experience (a bummer, but entirely true).

Here’s the video:

Some Facebook Apps Are Actually More Equal Than Others

Tomorrow, when it rolls out its new platform, one of the more interesting pieces of news from Facebook will be its initiative to dub certain of its third-party app developers more special than others.

According to sources, the social-networking site has selected just two, in fact, iLike and Causes, to receive “preferred” status.

Several sources said that this initiative has to do with developing in a way more in line with the goals of Facebook Founder and CEO Mark Zuckerberg.

Some issues Facebook has had since unleashing third-party applications on its platform last year have been related to the widgets producing too much spam, not having adequate privacy protection and simply being too buggy.

Included in the criteria for inclusion as a preferred partner is being “meaningful” and also not having been in violation of a wide range of Facebook policies in the past. Individual apps can be approved, even though others made by the same developer might not be.

Causes and iLike are the inaugural partners in the program, with others to follow.

Perhaps more interesting about this move is why two of Facebook’s major developers, Slide and RockYou, are not part of the preferred program.

The pair that have been are among Facebook’s most popular.

iLike is a hugely popular music discovery and sharing service (I will be posting a video of my visit to its Seattle offices tomorrow) and Causes is an app that allows users to share information about various charities and social initiatives.

Facebook declined to comment on the initiative.

But it surely will tomorrow. Facebook is in the midst of a major redesign of its service and will be mounting its second developers’ conference tomorrow in San Francisco.

The Entire D6 Interview With Time Warner’s Jeff Bewkes (2 of 4)

We’re posting all the interviews from the sixth D: All Things Digital conference that took place in late May.

Unfortunately, due to issues too complicated to go into, we have to post all the D6 interviews in several 15-minute parts (I know, I know).

But–as many readers have requested–they will all be available in their entirety over the next weeks in this column.

Here’s Part 2 of 4 of an interview I did with Time Warner’s CEO, Jeff Bewkes.

(I will be posting one video part of the discussion with Bewkes every day this week through Thursday.)

As you will see, Bewkes is a live wire, sassing me about the hard time I was giving him about the rough road AOL has had as a Time Warner (TWX) property.

In this video, Bewkes talks about AOL, Time Warner’s talks with Yahoo, online content and also outlines more detailed plans for Bebo.

Monday, July 21, 2008

Doing the Math: Who Won in the Yahoo-Icahn Truce?

A source close to Yahoo’s thinking emailed and declared that BoomTown was misinformed and ignorant of the insider mechanics of the high-level corporate wrangling when I suggested in a post earlier today that the settlement between Yahoo and Carl Icahn was perhaps not the time to break out the bubbly.

You know, because Yahoo’s (YHOO) stock is still moribund, morale is still low, Microsoft (MSFT) is still looming and the economy is still tanking.

Other than that, Yahoo sources wanted to let me know the Icahn truce was a win.

And that is absolutely true, technically speaking.

One source told me, for example, that Icahn was going to go to a short slate (four of nine), and once he went to a short slate, it was highly possible that shareholders would have put on a few members of his choice anyway.

In other words, if I can manage the onerous math involved: Three or four of nine board seats Icahn might have gotten if the proxy fight went forward would have been a lot worse than three of 11 seats that the activist investor actually got in the deal.

Plus, added another source, Yahoo has consent over two of Icahn’s board choices, one of which will likely be former AOL (TWX) head Jon Miller, an experienced Web exec who is favorably looked upon by Yahoo CEO Jerry Yang.

Yahoo certainly had the wind at its back after Legg Mason Capital Management’s (LM) Blll Miller said he was backing current management last week, so Icahn probably blinked and took a bird in the hand now.

As to Yahoo, cashing in now rather than gambling makes sense. I see exactly why the company made this move–it ensured a certain outcome, as annoying as it doubtlessly is to have to seat Icahn at Yahoo’s board table.

(Also, who gets to sit next to him? I vote for the always jovial Eric Hippeau!)

So, cashing in now and avoiding a fight makes sense for both sides, I hereby admit.

Except, well, that the man that Yahoo quite correctly was characterizing as a technology nincompoop just days ago will be sitting on its board.

Icahn is still not qualified to be on the board and will also probably be an unhelpful, disruptive influence.

In addition, while three out of 11 is better than three or four out of nine, Yahoo might have done better in the proxy fight.

More importantly, in fighting, Yahoo leadership would have shown it was resisting the snake oil solutions that Icahn has been peddling, which essentially boils down to selling all or part of Yahoo off to Microsoft so that Icahn can get back his underwater investment.

Doing a deal with Microsoft might be a good idea, actually, but Yahoo has not been able to make a truly rational decision about what its focus should be, due to all the noise and pressure and, yes, the press scrutiny, of every one of its moves.

Now with Icahn, who can be very persuasive, incessantly poking away from within, I think he will probably not let up and definitely not be the kind of influence Yahoo needs.

Given my math-impaired mind, I could be wrong, of course.

With fewer seats going to its nemesis, Yahoo is right when it says that Icahn, who was inevitable, will not be as much of a drag as he could have been. Unfortunately, he will still be a drag, however.

Yahoo + Icahn = Shareholders Lose Again or Microsoft Ad Deal?

Okay, a show of hands of those who don’t want to hear another word about how incompetent the other side is in the now-settled proxy fight between activist investor Carl Icahn and Yahoo.

Icahn, whom Yahoo insisted last week was unfit to even turn on a computer, now appears to be perfectly capable of leading the troubled Internet company as a board member, along with two cronies of his choosing (with Yahoo’s consent).

What’s not clear–except for removing uncertainty and noise–is exactly what this means for shareholders or how it gets Yahoo (YHOO) back on track or even how a possible deal with Microsoft is now struck.

BoomTown honestly does not know what to think of this development, given that Yang seemed to have the upper hand in the fight after Icahn started looking too greedy in a power grab with Microsoft (MSFT) for Yahoo assets in recent weeks.

Why then give in to Icahn now? I guess to stop the annual meeting on Aug. 1 from being a three-ring circus and to take the focus off of the battle right before Yahoo announces its second-quarter earnings tomorrow against a strong economic headwind that already knocked over both Google (GOOG) and Microsoft.

(And, by the way, Yahoo’s proxyfacts.yahoo.com attack on Icahn is now miraculously gone!)

From a let’s-be-safe perspective, it’s the right move, shutting up Icahn a little bit. He’s still going on about doing some sort of Microsoft deal, of course, in order to recoup his losses on the shares he bought in Yahoo.

But unless the newly constituted board is now jetting up to Redmond en masse with a magic potion that will convince Microsoft to fork over $33 a share (remember, the old board members will get sued if they accept less), Icahn might have to cool his heels a while before Yahoo excels again.

In fact, with the old board in place–minus Activision (ACTI) CEO Bobby Kotick, who has got to be breathing a deep sigh of relief, since he does a lot of business with Microsoft–and the Icahn trio, it feels more than a little unwieldy, block-prone and probably deeply confusing.

Kind of like the United Nations, but not as well organized.

So, you get the picture of how an 11-member board works, right? The lugubrious quicksand of Yahoo prevails!

One hopes Yahoo CEO Jerry Yang–who kind of played BoomTown and the rest of us with his genuinely fake emotional expressions of horror about Icahn and distaste for Microsoft for joining with him–is now prepping another Oscar-winning performance to convince Microsoft CEO Steve Ballmer that he likes him, he really likes him.

Still, it’s nice to see former AOL head Jon Miller added to the list of possible choices for the Icahn seats.

At least the definitely competent Miller is someone who knows a thing or two about reviving an iconic Web brand in turmoil, from his stint taking over the Time Warner (TWX) unit just after the merger with AOL failed and everyone at AOL bugged out carrying sacks of money.

Speaking of sacks of money, Icahn does not get one here and neither does any other shareholder in this scenario. It seems that now the real work will begin for Yahoo.

My prediction, given the amount of bile Yang has been throwing at Microsoft: A delegation is already knocking at the door of Microsoft HQ talking about a new search deal it is willing to entertain now that Icahn taking over Yahoo is not the sticking point.

Because, for better or worse, Icahn has been bought and paid for by Yahoo.

Now, perhaps it is Yahoo’s turn to get the same treatment from Microsoft. Unless, of course, Yang has another big idea for turning Yahoo around.

In that case, Jerry, we’re all ears.

All Grown Up: Apple Apps Are for Adults (There, We Said It)

When Apple releases its third-quarter earnings after the close today, Wall Street will be looking hard for a solid performance from the company to help buoy a tech sector smacked silly by weak reports from industry leaders Microsoft and Google last week.

It’s a lot of weight to put on the slim shoulders of Apple (AAPL), even though the company has shifted in recent years–largely due to the iPod and now iPhone phenomena–from a maker of devices for the elite to a mass consumer icon and a major influencer of key technology trends.

And, as has been much written about, Apple’s iPhone has brought the vision of a touchscreen minicomputer-on-the-go to the kind of reality that seemed impossible only a few years ago.

But more important to me is what is happening with the plethora of third-party apps now available from the iTunes App Store–both free and paid (picture below)–for use on the iPhone platform.

That’s because Apple has built a platform for adults.

Like many, I have downloaded dozens of iPhone third-party apps over the last several days.

And–unlike what one can discover on the other hot apps platform–namely Facebook–they are uniformly superb, lovely, useful and fun in a really nonjuvenile way.

The iPhone Facebook app is, by the way, stellar.

It’s more than a little ironic, then, that about a year ago it was the social-networking site that reinvigorated the idea of the importance of having a platform that a multitude of developers could thrive on.

It’s not exactly a new idea–Microsoft has nourished an ecosystem of developers for its powerful Windows software platform for, like, forever.

But Facebook surely made the idea bigger, looser, wilder and more exciting. Except that a lot of what has been created for Facebook has been profoundly stupid.

Last year, Boomtown set off a mini-tornado of debate when I suggested that I was less than impressed by the quality and endurance of most of the new Facebook apps–also called widgets–that began to take off.

In a post called: “The Children’s Hour: Facebook Apps Are for Toddlers (There, We Said It),” I wrote:

I get it, I get it. Millions upon millions of people are downloading and using these apps, part of a very clever ecosystem [Facebook CEO Mark] Zuckerberg unleashed in late May.

Under the scheme, widget-makers got to go wild on Facebook, and Facebook got to offload a chunk of its feature development onto others.

‘Until now, social networks have been closed platforms,’ said Zuckerberg at the [f8] event, calling on outside developers to integrate their applications into the service. ‘Today, we’re going to end that.’

But so far, as popular as those apps have become, what Zuckerberg and the widget-makers have wrought is mostly silly, useless and time-wasting, and the kazillion users of these widgets are pretty much just acting like little children.

I never thought I would call the often frivolous AOL back in the day–very simply, a Neanderthal version of Facebook–a mature offering in comparison.

While I will admit when I am not chewing nails that a lot of these apps are somewhat fun, I can’t help but ask myself that lyric from the old Peggy Lee classic: ‘Is that all there is?’

And if that is all there is, can Facebook really build a viable and long-lasting business on what is essentially a bunch of games that will ultimately become wearying for users? Doesn’t it need more robust apps that actually are useful and relevant and make Facebook the service that Zuckerberg has often told me was a ‘utility’?

While Facebook–with a cleaner and more strict look and a better navigation–is surely less goofy than rival MySpace for anyone over 12 years old, and its video, photo and email features are nice, the vast majority of its apps are still mostly as dumb as a box of hammers.”

Too harsh?

I think you would not say so after looking over a lot of what is available at the App Store on iTunes.

Lots and lots of the apps there are games, of course, which are the most popular.

But what amazingly clever games, like MotionX Poker with the delightful rolling dice, or the humming swish of PhoneSaber (totally silly, but in a profound manner that Vampire-biting on Facebook will never achieve).

And the list of useful stuff–Pandora Radio, Starmap, WeatherBug, Evernote and WHERE (pictured here)–is long and growing longer, and these seem to enjoy as much prominence and popularity as the sillier stuff.

In addition, the ability to truly use other Web services in a mobile setting–from Photobucket to Yelp to AIM to the New York Times–makes the iPhone an even more useful device to me.

And for each of the apps I can also imagine various monetization schemes that now make a lot more sense since the iPhone platform enhances them with mobility and simplicity (Carling’s branded iPint is very smart, for example).

I also get the feeling that, knowing they would otherwise not be granted entrance into the elegant kingdom of Steve Jobs, developers tried to design their apps just a little more perfectly.

I cannot say the same about adding widgets to Facebook, which only seem to put more burden on my experience there.

Some are great and some are truly awful, but you never know exactly what you are getting until you go through the typically onerous addition process.

That will soon change with the new Facebook redesign.

I do have great hopes for it, as it gets rolled out this week for users, because it looks like it will make the service much easier to manage and enjoy.

I hope so, because right now, Facebook feels too much like a garden in constant need of weeding.

Perhaps this is because these apps or widgets are more useful in a mobile setting, when you are truly looking for a wide range of discrete pieces of information, rather than on a large screen–which gets larger all the time–at home when the browsing experience lets you handle more information coming at you from all over.

I don’t know, but I do know that I have gotten more use out of my iPhone apps than any Facebook app so far, making me more productive and happy in the process.

Yes, the BubbleWrap app is pointless, but it did give me a few minutes to decompress and read the newspaper as my six-year-old son digitally popped away in glee this weekend.

You know what I mean–it’s called adult time.

Kara Visits studiVZ in Berlin! (Yes, the Facebook of Germany–Lawsuit Pending!)

A few months ago BoomTown was in Berlin and visited a number of Internet companies there, including studiVZ, which I called “the Facebook of Germany” in the video posted below of my visit there.

Ooops!

As it turns out, that is apparently the illegal way to describe it, at least according to Facebook itself, which sued the German company in a California court last Friday, accusing it of making a “knock-off” of the popular social networking site.

That includes having a German version of Facebook’s popular Wall and other similar features. At least studiVZ is red, while Facebook is blue!

The name studiVZ is an abbreviation of the German word for students’ directory. Its tagline is “Bist Du schon drin?,” which translates to “Are you already there?”

Facebook has been trying to break into the German market for months now, as part of an aggressive international expansion.

But its efforts have been dwarfed by studiVZ, which was founded in 2005 and has been expanding throughout Europe. studiVZ now has 10 million users, mostly in German-speaking countries.

It also has a site for high-school students called schülerVZ and another for nonstudents called meinVZ.

Thus, a lawsuit from Facebook, which just settled a lawsuit with another startup called ConnectU (Winklevoss!) that accused Founder and CEO Mark Zuckerberg of stealing its original idea for a social networking site!

This just drips with irony, doesn’t it?

In any case, in its lawsuit, Facebook said it is “seeking to end studiVZ’s illegal activity to ensure that users are not confused and that Facebook’s reputation remains unharmed.”

Oh, German users aren’t confused–they just seem to like studiVZ better.

So much so that the company was bought last year by an investor, the large German publisher Verlagsgruppe Georg von Holtzbrinck, for $112 million.

In response to the Facebook lawsuit, studiVZ said it had not yet been served with the California lawsuit and could not comment in detail.

Except it did manage to issue a statement that the “claims are without merit.”

Apparently, studiVZ is also trying to block the suit in German court too, creating what amounts to an international SuperPoking incident (called a gruscheln on studiVZ).

“Now that Facebook, despite trying hard, has not been successful in the German market, the company seeks to obstruct studiVZ through court action,” said Marcus Riecke, CEO of studiVZ. “Their strategy appears to be: If you can’t beat them, sue them.”

Added Riecke: “There are numerous social networks. Facebook was not the first and certainly isn’t the only one. By attempting to harm studiVZ through a meritless California lawsuit, Facebook is arrogantly laying claim to an international monopoly over social networking sites that the facts show it does not deserve.”

In the video below, I talk to Dennis Bemmann, one of two founders of studiVZ, as well Michael Brehm. They run the company together in a troika with Riecke.

Notice how they try not to cringe when I call their site the Facebook of Germany, and also when Bemmann takes pains at the end to say that there are a lot of things alike all over the Web.

Like studiVZ and Facebook, say?

Here’s the video (sorry about calling it studio so much and not just studi–but my German stinks!):

The Entire D6 Interview With Time Warner’s Jeff Bewkes (1 of 4)

We’re posting all the interviews from the sixth D: All Things Digital conference that took place in late May.

Unfortunately, due to issues too complicated to go into, we have to post all the D6 interviews in several 15-minute parts (I know, I know).

But–as many readers have requested–they will all be available in their entirety over the next weeks in this column.

Here’s Part 1 of 4 of an interview I did with Time Warner’s CEO, Jeff Bewkes.

(I will be posting one video part of the discussion with Bewkes every day this week through Thursday.)

As you will see, Bewkes is a live wire, sassing me about the hard time I was giving him about the rough road AOL has had as a Time Warner (TWX) property.

This video of the interview opens with a very funny spoof video Bewkes brought along using Time Warner’s TMZ unit, followed by his remarks on the continued impact of the rocky merger with AOL, the purchase of the Bebo social-networking site and how to best use content online.

Sunday, July 20, 2008

Who Has Stolen the Old Jerry Yang? (But No Need to Return Him!)

Could the new and improved Yahoo CEO Jerry Yang actually manage to beat back the proxy fight being waged against him by activist investor Carl Icahn?

It increasingly looks that way, with only 12 days to go until Yahoo’s annual meeting on Aug. 1.

But exactly which Yang will be running Yahoo (YHOO), if he does win, is probably the most important question shareholders need to ask.

Will it be the seemingly energetic Yang of the past two weeks, invigorated by the battle with Icahn and his new best friend and Yahoo foe, Microsoft (MSFT)?

Or will it be the other Yang?

Because for months and months now, since Microsoft waged its takeover bid on the Internet company he founded, the woe-is-me vibe emanating from Yang has been working the last nerve of anyone paying attention to the proceedings.

Given that this vibe was combined with a kind of cave dweller PR strategy of not speaking publicly–other than releasing an indignant, noncapitalized letter every now and then about the situation–some questioned Yang’s ability to gin up the kind of passion needed to bring Yahoo back from its current straits.

Even before the Microsoft parry in February, the ho-hum mood had trickled down to the troops, causing lower morale, too many departures and a general feeling–deserved or not–that Yahoo has been circling the drain for much too long under its current lackluster leadership.

And, let us not forget the drippy stock performance either.

And while BoomTown, especially, has to give both Yang and also Yahoo President Sue Decker much credit for appearing onstage at our sixth D: All Things Digital conference in May, most who saw the appearance (we posted the whole thing last week, starting here) were not blown away by the performance, considering it too enervated.

What then, do we make of the current round of pugnacious, dare-we-say, passionate, and, as it seems, pretty effective moves Yang has made this week to ward off the attacks of Icahn and Microsoft?

Read more »

Kara on Tech Ticker: Will Yahoo’s Yang Will Prevail in Proxy Fight?

Here is a post and also a video of me talking about the topic on Yahoo’s Tech Ticker last week with Henry Blodget and Aaron Task.

I also wrote about this issue–Yahoo (YHOO) CEO Jerry Yang’s chances in his proxy fight with activist investor Carl Icahn–in a post called, “Who Has Stolen the Old Jerry Yang? (But No Need to Return Him!)”

Friday, July 18, 2008

Sure, the CBS-CNET Deal Seems Crazy–But Maybe in a Good Way

A lot of people have been piling on CBS for its deal to buy Web site operator CNET Networks for $1.8 billion in cash.

Not BoomTown.

And it is not because newly crowned CBS Interactive CEO Quincy Smith (pictured here) is the ever-amusing Energizer Bunny of the Internet.

Quincy Smith, The Energizer Bunny of the Internet

Okay, CBS (CBS) paid too much and that makes the whole thing suspect. But is it the wrong direction?

I have been noodling on the deal for a while now and have concluded that I like it.

Why? Primarily, because it is a big bet on big traffic from a high-quality Internet-born content and video site, which has been unnecessarily pilloried much as much, much smaller Web 2.0 competitors have been over-hyped.

With a hard re-haul–and there is no question CNET has to shake the Web 1.0 tone out of its system–and a true effort to find new advertising paradigm, the site could be just the kind of proof that content on the Web can really be powerful and more lucrative.

Read more »

MicroHoo: The Likely Scenarios (Please Ignore the Poison-Pen Letters)

Listening to all the birds-on-a-wire chatter about what will happen in the latest round of the never-ending Microsoft-Yahoo saga, it’s still hard to know what to think, given the ever-increasing noise around the proceedings, which will continue until Yahoo’s Aug. 1 shareholder meeting.

Yesterday, it got louder still as Yahoo Chairman Roy Bostock and CEO Jerry Yang sent out far and wide yet another stinkbomb letter, calling activist investor Carl Icahn a money-grubbing “corporate agitator.”

Well, yes–not that there’s anything wrong with that!

Unless you are shocked, shocked, that gambling is going on here, as Yahoo (YHOO) apparently is (not really, but it makes for a good story).

But not content to stop there, Yahoo spun a tale of what BoomTown can only describe as a sitcom paranoid fantasy about Microsoft (MSFT).

Essentially accusing Microsoft of trying to grab Yahoo on the cheap, Yahoo mocked its odd-couple “alliance” with Icahn.

“Microsoft’s flip-flops and inconsistencies over the past five months are so stupefying that one can only conclude that Microsoft was never fully committed to acquiring Yahoo,” they wrote.

Doubtless, today or tomorrow will bring a fresh retort from Icahn or Microsoft, full of the same not-so-sweet nothings (and by nothings, I mean nothing).

Read more »

Thursday, July 17, 2008

The Entire D6 Interview With Yahoo’s Jerry Yang and Sue Decker (4 of 4)

We’re posting all the interviews from the sixth D: All Things Digital conference that took place in late May.

Unfortunately, due to issues too complicated to go into, we have to post all the D6 interviews in several 15-minute parts (I know, I know).

But–as many readers have requested–they will all be available in their entirety over the next weeks in this column.

Here’s Part 4 of 4 of our discussion with Yahoo CEO Jerry Yang and President Sue Decker that Walt Mossberg did (with a surprise appearance by me).

(I will be posting one video part of the Yang/Decker interview every day this week through Thursday.)

With Yahoo’s (YHOO) truly roiling proxy fight now on with activist investor Carl Icahn, take a gander at Yang and Decker as they tried to defend themselves, not always as well as they needed to.

In this video of the interview, they take questions from the D6 audience about advertising, mobile and more.

JibJab’s Latest Election Video: “Time for Some Campaignin’”

Here’s the latest election spoof video from the folks at JibJab Media, called “Time for Some Campaignin.’”

At the end of the video, BoomTown included the face of our favorite Internet CEO under siege, getting kicked around by politicians–and not billionaire investors and software giants–for a change. (Customizing faces is an option on all JibJab’s Sendables products.)

Here’s the video:

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