Yang In. Semel Out. Ballmer Far Behind?
If the scorecard is based on adding shareholder value in the shadow of the Googlenaut… what’s a girl to think!?
I think this Semel succession has been in the works for months. OK… hang with me! Is your tinfoil hat on? Good. Let’s go.
Jerry Yang hangs with Schmidt and Jobs at MacWorld for the iPhone intro. Who’s NOT the CEO in that lineup (at the time)? Now? Okay… Yahoo!’s never had an Apple play that I recall. Not a one. Jerry Yang rates a stage share with Mr. Jobs. Semel doesn’t cut it.
SBC + Yahoo. Tight relationship. SBC = AT&T. AT&T = iPhone. There’s a Yahoo link on the default ‘deck’. At least. To be sure. I’ll be interested to see what the default homepage for Safari on the iPhone is set to… Apple? AT&T? Other. Apple’s the safe guess. But, I wonder if it depends on who you buy it from (Apple Store v. Cingular/AT&T store)?
Now. Ballmer’s about the only guy standing who’s still talking smack but not chalking up his big gains against the Googlenaut. How long can it be before the shareholders snatch him bald hea… wait. DOH! How long before the shareholder carry him out on (Ruby on) Rails?
Tin foil hats off. Fold nicely. We’ll resume this lesson later: I need a glass of water.