Here are my thoughts on this:
- Mayer's tenure at the helm of a big co like this is over, she will take a multi year hit before she resurfaces somewhere else (will take a while for her to get another CEO job)
- Yahoo still has tons of traffic (default browser tabs?), though the quality of it is questionable.
- If someone can pull a 1980s style buy and chop up and resell deal, they could extract positive value instantly. They are trading right now at a negative value to their cash.
- Can someone buy the company and then sell the email users to google? The search traffic to Microsoft?
- They are going to need to lay off thousands of people (many might be best off quitting now and beating the crowds to the market)
- Yahoo still has tons of traffic (default browser tabs?), though the quality of it is questionable.
- If someone can pull a 1980s style buy and chop up and resell deal, they could extract positive value instantly. They are trading right now at a negative value to their cash.
- Can someone buy the company and then sell the email users to google? The search traffic to Microsoft?
- They are going to need to lay off thousands of people (many might be best off quitting now and beating the crowds to the market)