Do you Semel what the rock is cooking?

What ever it is, I'm not touching it. If the stock pops after this announcement (ooops too late), that's a sucker's bet (shorts, they are making this too easy).

Is Terry the problem? I don't think so. Blame it on the CEO if that makes you feel better. There is a laundry list of reasons why this should have happened, however we all knew this was inevitable. And as a semi strong market efficiency guy, the stock trading at $29+ is a mirage to me. Does Yahoo fundamentally change? No.

Same people. Same ideas. Same execution. Only difference.......they are now missing the scapegoat. So the next deal Yahoo passes on or the next hiccup ..........and the stock is going to get hit hard.

And now Jerry is coming out of retirement. I can't say that's a surprise. Again, how does the stock pop $2.00 (on a $27 close) with this news? Who else would be interim CEO? Shouldn't you factor in the risk associated with a former founder repeating the improbable? What are those odds?



Can't wait to see the next Roody Poo blamed for Yahoo's poor performance. Then again, you never know. I mean if money can facilitate this transformation, Yahoo may be in great shape!