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Saarang
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Username: Saarang

Post Number: 3422
Registered: 06-2012
Posted From: 71.197.151.52

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Posted on Friday, November 15, 2013 - 12:33 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Filmbuff:

Btw, nuvvu kooda Y! lo pani chesava...chesthe oka ping kottu...



Ledhu nenu Yahoo lo cheyyala...I have worked with lots of people from yahoo. So, I know the company very well.


Filmbuff:

MM have been disasters like the new front page and the new Yahoo mail which is downright terrible.




My understanding is that she was directly involved in these UI changes because that's her specialization.
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Abhinav
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Username: Abhinav

Post Number: 627
Registered: 09-2010
Posted From: 96.8.114.52

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Posted on Friday, November 15, 2013 - 12:24 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

Yahoo IT, R&D work antha Bangalore ki offshore chesharu......Quality poyyindi and innovation has been dead.
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Gandhiguevara
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Username: Gandhiguevara

Post Number: 42213
Registered: 10-2009
Posted From: 142.136.137.10

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Posted on Friday, November 15, 2013 - 12:23 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Saarang:

Google does not have their own news...they just link to other news sources. Andhulo Saakshi undocchu CNN undocchu.


exactly...IMDB lo user ratings type....popular news...edho okka website vaadu idhi news ani pettevatikanna janam lo popularity vunna news sadavadam better ani naa trikkum trikkum opinion
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Vjawarrior
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Username: Vjawarrior

Post Number: 12001
Registered: 02-2011
Posted From: 50.167.10.86

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Posted on Friday, November 15, 2013 - 12:22 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Gandhiguevara:


yup....Nokia gurinchi ikkade telusukunna
Naakonchem tikkundi...kaani daanikoka lekkundi...
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Saarang
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Username: Saarang

Post Number: 3421
Registered: 06-2012
Posted From: 71.197.151.52

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Posted on Friday, November 15, 2013 - 12:21 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Gandhiguevara:

news I rely on news.google.com




Google does not have their own news...they just link to other news sources. Andhulo Saakshi undocchu CNN undocchu.

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Filmbuff
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Username: Filmbuff

Post Number: 2912
Registered: 11-2011
Posted From: 182.74.10.130

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Posted on Friday, November 15, 2013 - 12:20 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Saarang:

Regarding your comment on Carol aggresively cutting costs...I like the move. Employees obviously hated her because of this but I don't see much of a tech product future for Yahoo. I see them only as a Media company.




Yeah, i used to. Cutting costs is fine, as long as you reinvest it in inorganic stuff. It can't be a easy road to revival. However if that is the stated strategy that you will just milk what you have, then there is nothing wrong in that. Except that there was a gap between strategy communication and employee expectations. You can't say in front of the street that you are going to invest for growth blah blah blah while at the same time stop investing in R&D, M&A, etc.

Yes - in fact MM has no credit for the Microsoft search deal or even Alibaba. But even on the Microsoft search deal, it is a fairly complex deal to work out and it would have been a far better option to just sell the damn thing rather than do this tortous integration with MSFT.

Furthermore, whatever product changes have happened after MM have been disasters like the new front page and the new Yahoo mail which is downright terrible.

Btw, nuvvu kooda Y! lo pani chesava...chesthe oka ping kottu...
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Vjawarrior
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Username: Vjawarrior

Post Number: 12000
Registered: 02-2011
Posted From: 50.167.10.86

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Posted on Friday, November 15, 2013 - 12:18 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Gandhiguevara:

fans kshaminchali....nenu ages ayyindhi open chesi yahoo site....news I rely on news.google.com


yahoo mail gone gagu....yahoo services are still good naa....I use gmail and google search...of coz utube
Naakonchem tikkundi...kaani daanikoka lekkundi...
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Gandhiguevara
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Username: Gandhiguevara

Post Number: 42211
Registered: 10-2009
Posted From: 142.136.137.10

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Posted on Friday, November 15, 2013 - 12:18 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Vjawarrior:

yahoo finance kottedi inka puttaledu


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Vjawarrior
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Username: Vjawarrior

Post Number: 11999
Registered: 02-2011
Posted From: 50.167.10.86

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Posted on Friday, November 15, 2013 - 12:17 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Saarang:



They are dominant in News, Sports, Finance in US. I use Yahoo sports. In some of the sports, they are best in business.


yahoo finance kottedi inka puttaledu
Naakonchem tikkundi...kaani daanikoka lekkundi...
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Gandhiguevara
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Username: Gandhiguevara

Post Number: 42210
Registered: 10-2009
Posted From: 142.136.137.10

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Posted on Friday, November 15, 2013 - 12:17 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

fans kshaminchali....nenu ages ayyindhi open chesi yahoo site....news I rely on news.google.com
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Saarang
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Username: Saarang

Post Number: 3420
Registered: 06-2012
Posted From: 71.197.151.52

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Posted on Friday, November 15, 2013 - 12:16 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Gandhiguevara:

asal evadanna yahoo anna site open chesthannaraa?




They are dominant in News, Sports, Finance in US. I use Yahoo sports. In some of the sports, they are best in business.
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Vjawarrior
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Username: Vjawarrior

Post Number: 11998
Registered: 02-2011
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Posted on Friday, November 15, 2013 - 12:15 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Gandhiguevara:

asal evadanna yahoo anna site open chesthannaraa?


deenemma inta kindal chestunnara Yahoo ni...I agree with yahoo mail..very few use it now as a primary...
Naakonchem tikkundi...kaani daanikoka lekkundi...
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Saarang
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Username: Saarang

Post Number: 3419
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Posted on Friday, November 15, 2013 - 12:14 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Saarang:

Yahoo's search revenues have gone significantly.




* have gone up significantly
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Abhinav
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Username: Abhinav

Post Number: 626
Registered: 09-2010
Posted From: 96.8.114.52

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Posted on Friday, November 15, 2013 - 12:14 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

Yahoo inka bankrupt avvale endi ? Google & Microsoft should have eaten it alive.
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Gandhiguevara
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Username: Gandhiguevara

Post Number: 42209
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Posted From: 142.136.137.10

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Posted on Friday, November 15, 2013 - 12:13 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

asal evadanna yahoo anna site open chesthannaraa?
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Saarang
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Username: Saarang

Post Number: 3418
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Posted on Friday, November 15, 2013 - 12:12 am:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Filmbuff:

Yahoo as a company has not seen much growth since Marissa came on board, either on revenues or profits, but the stock has seen a 100% jump. This is solely on the back of the proposed Alibaba IPO.

I don't agree with Saarang that Carol was better than MM. Carol was sad on her product knowledge, she would have been a good COO but that's it.

Both are equally bad, one does not know technology and put Y! on standstill for 3 years going aggressive on cost cutting and cutting down on M&A, the other is technically fine but has no experience in running big companies. Some of the folks she got from Google are running disasters. She did one good thing which is raise the profile of Y! a bit and create a lot of buzz around her slew of acquisitions, many of which are quite tiny. But she is totally clueless on running the company.

Too much control in the US right now, lack of focus on markets outside the US which is funny considering that almost the entire market cap of Y! now is actually coming from its Asian holdings in Yahoo Japan and Alibaba. If i were given a billion dollars, i may not buy Tumblr but some great companies in Emerging countries.




Without giving too many details, here is my take on Carol and aftermath:
1) Search deal with Microsoft is very good for Yahoo. Yahoo gets almost half of its revenue from search. With deal, their Search costs almost became zero and they still get to keep 80% of revenue. In the last 2 years, Yahoo's search revenues have gone significantly. What baffles me is people credit Marissa with it when they are practically out of search business and Carol was the one who signed the deal.
2) Their another big chunk of revenue comes from Display advertising business which is in a decline. Interim CEO Levinsohn tried to do a similar deal with Microsoft for display just before Marissa came in.
3) Most of Yahoo's current valuation comes from Alibaba. Alibaba's CEO is a fraudster, he tried to sell a big part of Alibaba to his personal company almost for free :-) If this sounds familiar it is similar to what Ramalinga Raju tried to do with Mytas and Satyam. Carol handled that very well.
4) Marissa enters and scuttled Display deal. Starts investing like a kid in a candy store. She even tried to halt Microsoft search deal in Taiwan saying that Microsoft will be getting a new CEO. Courts ninna dobbeyamannayi.

Regarding your comment on Carol aggresively cutting costs...I like the move. Employees obviously hated her because of this but I don't see much of a tech product future for Yahoo. I see them only as a Media company.

Google lo demote chesina candidate ni CEO gaa pettina board ni anali. Her Technical knowledge is basically UI design.
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Filmbuff
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Username: Filmbuff

Post Number: 2911
Registered: 11-2011
Posted From: 182.74.10.130

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Posted on Thursday, November 14, 2013 - 10:26 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Filmbuff:

Ippudu Aliababa stake amithe vacchina cash antha full spend chestandhi.




Y! got a big pile of money last year, most of that went into buybacks and these random acquisitions. In fact Y! is only an investment company right now and not an internet company.

They have another 24% stake in Alibaba. But there is a tax issue in that as the funds can't be repatriated back to US without paying US tax, so that stake is worth only around 16% effectively in cash terms.
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Filmbuff
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Username: Filmbuff

Post Number: 2910
Registered: 11-2011
Posted From: 182.74.10.130

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Posted on Thursday, November 14, 2013 - 10:22 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

Yahoo as a company has not seen much growth since Marissa came on board, either on revenues or profits, but the stock has seen a 100% jump. This is solely on the back of the proposed Alibaba IPO.

I don't agree with Saarang that Carol was better than MM. Carol was sad on her product knowledge, she would have been a good COO but that's it.

Both are equally bad, one does not know technology and put Y! on standstill for 3 years going aggressive on cost cutting and cutting down on M&A, the other is technically fine but has no experience in running big companies. Some of the folks she got from Google are running disasters. She did one good thing which is raise the profile of Y! a bit and create a lot of buzz around her slew of acquisitions, many of which are quite tiny. But she is totally clueless on running the company.

Too much control in the US right now, lack of focus on markets outside the US which is funny considering that almost the entire market cap of Y! now is actually coming from its Asian holdings in Yahoo Japan and Alibaba. If i were given a billion dollars, i may not buy Tumblr but some great companies in Emerging countries.
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Vjawarrior
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Username: Vjawarrior

Post Number: 11983
Registered: 02-2011
Posted From: 50.167.10.86

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Posted on Thursday, November 14, 2013 - 08:21 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Gandhiguevara:

munuguthunna padava yahoo...yee saari evvad aapaledu...stay away from that shixt


munugutundaa....mannn...any insights gagu
Naakonchem tikkundi...kaani daanikoka lekkundi...
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Gandhiguevara
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Username: Gandhiguevara

Post Number: 42203
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Posted From: 142.136.137.10

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Posted on Thursday, November 14, 2013 - 08:02 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

munuguthunna padava yahoo...yee saari evvad aapaledu...stay away from that shixt
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Mahesh_fan
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Username: Mahesh_fan

Post Number: 10818
Registered: 09-2010
Posted From: 23.31.137.221

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Posted on Thursday, November 14, 2013 - 07:17 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Bangarappa:

What leverage does a British teenager have ? Even $5 million would have been a lot for a teen's product.



they have deal with good company so for that they bought this company ..
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Pipeline
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Username: Pipeline

Post Number: 5648
Registered: 05-2009
Posted From: 161.141.1.1

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Posted on Thursday, November 14, 2013 - 07:15 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

I think it's a bad idea to buy Yahoo at this point. but what do I know.
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Bangarappa
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Username: Bangarappa

Post Number: 662
Registered: 09-2013
Posted From: 99.8.56.59

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Posted on Thursday, November 14, 2013 - 07:12 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Saarang:

Ippudu Aliababa stake amithe vacchina cash antha full spend chestandhi.




EXACTLY what I was about to say.

ikkada sepdham ante mari simba goru emo negative icons vessaying.... enduku le ani lite teesukunna.

She splurged TENS OF MILLIONS for some British teenager's app company. Summly i think was the name.

What leverage does a British teenager have ? Even $5 million would have been a lot for a teen's product.
andaru kalisi adataniki idhi yemaina holy pandaga ?
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Saarang
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Username: Saarang

Post Number: 3416
Registered: 06-2012
Posted From: 71.197.151.52

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Posted on Thursday, November 14, 2013 - 07:08 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Vjawarrior:

they have a clueless CEO

y everyone is cussin the ceo ...any reasoning




Definetely not everyone. In fact, most of the press is giving her a positive coverage even when she had zero acheivements. I am not saying this because she is a female. Infact, I liked Carol Bartz better than the current one.

Here is my brief reasoning (Detailed gaa essay raase opika ledhu):
She had no experience in managing a big business. Ippudu Aliababa stake amithe vacchina cash antha full spend chestandhi. I dont think she has any clue about what she is doing. I don't think Yahoo can every compete with the tech gaints or the smaller nimble companies. In my view, Carol Bartz was on the right path in curtailing unecessary spending and running the company as a mature media business without any bloat.
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Vjawarrior
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Username: Vjawarrior

Post Number: 11978
Registered: 02-2011
Posted From: 153.2.247.32

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Posted on Thursday, November 14, 2013 - 06:59 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Saarang:

they have a clueless CEO


y everyone is cussin the ceo ...any reasoning
Naakonchem tikkundi...kaani daanikoka lekkundi...
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Saarang
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Username: Saarang

Post Number: 3415
Registered: 06-2012
Posted From: 71.197.151.52

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Posted on Thursday, November 14, 2013 - 06:58 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Vjawarrior:

Yahoo will hit 50's soon...alibaba IPO undi in 1st or 2nd q of 2014....Ill add when market drops next week




No you will loose money...they have a clueless CEO. Yahoo has a cap on Alibaba potential.
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Simba
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Username: Simba

Post Number: 12970
Registered: 02-2008
Posted From: 24.188.111.221

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Posted on Thursday, November 14, 2013 - 06:07 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Bangarappa:

oka female run company konoccha ?

does she know what she is doing?





I see you are building an iOS app... if this is your attitude, God bless you!!
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Vjawarrior
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Username: Vjawarrior

Post Number: 11960
Registered: 02-2011
Posted From: 153.2.247.30

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Posted on Thursday, November 14, 2013 - 06:04 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Bangarappa:

oka female run company konoccha ?

does she know what she is doing?


better than yang....but lately yahoo finace pages are getting screwed up....so u never know...but alibaba hopes meeda 50 sure shot
Naakonchem tikkundi...kaani daanikoka lekkundi...
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Bangarappa
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Username: Bangarappa

Post Number: 655
Registered: 09-2013
Posted From: 99.8.56.59

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Posted on Thursday, November 14, 2013 - 06:02 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

oka female run company konoccha ?

does she know what she is doing?
andaru kalisi adataniki idhi yemaina holy pandaga ?
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Vjawarrior
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Username: Vjawarrior

Post Number: 11956
Registered: 02-2011
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Posted on Thursday, November 14, 2013 - 05:58 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)


Pkpsf:

ento.. eppudu chusina meeru stocks anukuntuu ememo threads lo involve ayi vuntaru.. okka mukka artham ayi saavavu ivi.


shares bro...buy cheyyamantunna...but I do options a lot
Naakonchem tikkundi...kaani daanikoka lekkundi...
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Pkpsf
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Username: Pkpsf

Post Number: 691
Registered: 10-2013
Posted From: 164.144.252.26

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Posted on Thursday, November 14, 2013 - 04:59 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

ento.. eppudu chusina meeru stocks anukuntuu ememo threads lo involve ayi vuntaru.. okka mukka artham ayi saavavu ivi.. :-(
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Vjawarrior
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Username: Vjawarrior

Post Number: 11955
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Posted on Thursday, November 14, 2013 - 04:58 pm:   Insert Quote Edit PostDelete PostPrint Post   Move Post (Moderator/Admin Only)Ban Poster IP (Moderator/Admin only)

Yahoo will hit 50's soon...alibaba IPO undi in 1st or 2nd q of 2014....Ill add when market drops next week
Naakonchem tikkundi...kaani daanikoka lekkundi...

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