Cadence Takes a Page Out of Microsoft’s Playbook

With the Microsoft-Yahoo! drama fresh on everyone’s mind, Mike Fister and the Cadence board have finally done something that shows a bit of boldness, some imagination, and possibly some courage. Cadence has made a hostile takeover bid for Mentor Graphics.

Microsoft-Yahoo Talks End

The WSJ is reporting that Microsoft no longer wants to acquire Yahoo!. Shares of Yahoo lost 10%, or $2.63, to $23.52 as of 4 p.m Eastern. It will go down much further. Jerry Yang will be fired soon. The executive exodus will march on, and Kara Swisher is making a career out of reporting on

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Microsoft’s Shopping List

Let Yahoo deal with its mess, Microsoft should go cold turkey on them for a year now, and let Jerry Yang get fired for failing to create shareholder value. A far more interesting question looms on the Microsoft side. What is Microsoft’s Internet strategy going forward?

Time For Private Equity At Yahoo

Predictably, Yahoo (Nasdaq: YHOO) posted a 23% drop in its 4Q07 profit and forecasted 2008 revenues that were below the Street’s expectation. The stock was down over 10% in after-hours trading. The market cap has eroded to the tune of $25 Billion in the last two years. So how do we play the stock going

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Yahoo Please Put Up A Fight

My GigaOm column, Yahoo Please Put Up A Fight discusses all those things we have been talking about for a while here. The problem with Yahoo at the moment is a complete lack of vision about how the web needs to evolve. The MyYahoo user experience, for all its promises, has remained a marginal “starting

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Maggie Wilderotter Joins Yahoo’s Board of Directors

WSJ reports that Maggie Wilderotter has joined Yahoo’s Board. This may be considered as the first big move by Jerry Yang to catalyze change in the company. You can read my interview with Maggie here to catch up on who she is, and what she has done before. And my central thesis on Yahoo’s turnaround

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Terry Semel Steps Aside, New Horizon in Sight?

Yahoo’s future suddenly looks brighter, as Terry Semel steps aside, and Co-Founder Jerry Yang takes back the reins. Semel, a former Hollywood executive who joined Yahoo in 2001, will remain chairman in a non-executive role. Yahoo also expanded the duties of Susan Decker, who was earlier named the head of the company’s advertising business, and

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