I am thoroughly unimpressed by Marissa Mayer at this point. Yahoo is doing nothing but keeping up their 'trend' of buying too early or too late.
Tumblr while a great asset is going to be FAR to expensive to pay off for Yahoo at this point, and a lot of the junior assets they have purchased have no or little direction.
In my opinion Yahoo is on a quick slide towards 'AOL territory' where they have to slim down to their 'core' to make any money and will likely suffer innovation starvation until they are almost totally irrelevant.
Tumblr while a great asset is going to be FAR to expensive to pay off for Yahoo at this point, and a lot of the junior assets they have purchased have no or little direction.
In my opinion Yahoo is on a quick slide towards 'AOL territory' where they have to slim down to their 'core' to make any money and will likely suffer innovation starvation until they are almost totally irrelevant.