It is interesting that Jerry Yang has taken back the reigns at Yahoo! A Michael Dell/Steve Jobsesque kind of move. I always thought that Terry Semel was not the right executive in the CEO role there (mostly because of his Hollywood background), but I have to say he did a very good job getting the business turned around when it was depressed in the early 2000's. However, he has taken a lot of heat lately in regards to expanding the business moving forward. I think he's missed on a lot of user generated content businesses that wo0uld really expand Yahoo!'s multiple. Also, in all fairness, he's being compared to Google every day. Google is knocking the cover off the ball, so of course he pales in comparison.
Having Jerry Yang back as CEO and Sue Decker as President doesn't seem to me to really do anything different for the company to get them to the next level. Why aren't they doing a search for a new CEO? Sue Decker is a very strong finance and operating executive, but this doesn't do anything for them moving forward - nothing has changed! It does sound a bit like they might sell the company.
I do think a strategic deal with MySpace or YouTube would be very interesting. Also, Yahoo! should buy Facebook. User generated content is proving to be a tremendous business model a Yahoo! needs to leverage their subscriber base to start doing more of the work for them, and keep their costs down. I'd be interested to hear everyone's opinion here.
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