Yahoo to Spin Off Its Core Businesses • Hacker News Board

Re: Yahoo to Spin Off Its Core Businesses

#211

Post by adenadel » Wed, Dec 09, 2015, 5:51 PM UTC

richmarr wrote: post #162

MrApathy wrote: post #91

Earlier quoted context omitted.

As an even older millennial (35), I have very fond memories of Yahoo. I remember receiving a two-disk copy of Netscape Navigator from a local ISP at a computer show in early 1995 and setting the home-page immediately to Yahoo. At the time I remember seeing hard copies of "The Internet Yellow Pages" at the local Barnes and Noble, but most search was through Yahoo or Alta Vista. Back then AV had several fewer orders of…

> As an even older millennial (35)... cough Dude, give up the skinny jeans :) https://en.wikipedia.org/wiki/Generation_X "Generation X, commonly abbreviated to Gen X, is the generation born after the Western Post–World War II baby boom. Demographers and commentators use birth dates ranging from the early 1960s to the early 1980s."

There's no hard generational boundaries. For what it's worth:

https://en.wikipedia.org/wiki/Millennials

"Millennials are the demographic cohort following Generation X. There are no precise dates when the generation starts and end; most researchers and commentators use birth years ranging from the early 1980s to the early 2000s."

Someone 35 is on the bubble.

Re: Yahoo to Spin Off Its Core Businesses

#212

Post by skylan_q » Wed, Dec 09, 2015, 5:54 PM UTC

3pt14159 wrote: post #208

So I don't understand one simple thing: The stock is up 120% since Mayer took over. Even adjusting for compounding interest over 3.43 years, this is like 25+% yearly growth. So the core business is crapping out? So what? Why is everyone dumping on Mayer? I don't even think I could fix the core Yahoo business. They have to pay a 50% premium for developers just because it's Yahoo and their core audience is the technica…

What's the beta on that stock? Look at it in comparison to other tech stocks. Most of Yahoo's recent rise is explained by the rise in all tech stocks over the last few years.

Re: Yahoo to Spin Off Its Core Businesses

#213

Post by munificent » Wed, Dec 09, 2015, 5:55 PM UTC

wooger wrote: post #202

chollida1 wrote: post #17

Yahoo had to do this. They had been hanging onto the belief that the IRS wouldn't tax their Alibaba spin out, a belief that they and their tax accountants alone believed. Most telling is that Yahoo was up after the markets closed on this news. Heck Bloomberg just sent me a note saying the sentiment of the news on Yahoo was very positive, even the machines like this news:) Sadly this probably means 3 things are going…

> It's clear she's great at product design and not so good at people skills. Can you remind me which great products she's designed?

google.com

She was in charge of the design of the front page of the search engine, as far as I know. From what I understand, our mental image of the Google brand—bright primary colors on white—came straight from her.

Re: Yahoo to Spin Off Its Core Businesses

#214

Post by 1024core » Wed, Dec 09, 2015, 5:58 PM UTC

3pt14159 wrote: post #208

So I don't understand one simple thing: The stock is up 120% since Mayer took over. Even adjusting for compounding interest over 3.43 years, this is like 25+% yearly growth. So the core business is crapping out? So what? Why is everyone dumping on Mayer? I don't even think I could fix the core Yahoo business. They have to pay a 50% premium for developers just because it's Yahoo and their core audience is the technica…

> The stock is up 120% since Mayer took over.

All of that is because of $BABA. If you add up the current value of $BABA and Yahoo Japan shares that Yahoo holds, it's more than the market cap of Yahoo; which means, the $4B/year revenue business that is rest of Yahoo is valued negatively by the market. SMH....

Re: Yahoo to Spin Off Its Core Businesses

#215

Post by kolektiv » Wed, Dec 09, 2015, 6:00 PM UTC

bostonpete wrote: post #198

idlewords wrote: post #193

Earlier quoted context omitted.

You can't be a 35 year old millennial, sport. Generation Y for you.

Wikipedia claims Generation Y = Millenials... sport https://en.wikipedia.org/wiki/Millennials

Hey, it's ok, you can both be wrong :)

1979/80 would both put you in Gen X as a birth year ('61-'81, although Harvard for some reason thinks '64-'84 - either way, bad luck, Coupland novel it is).

Re: Yahoo to Spin Off Its Core Businesses

#216

Post by idlewords » Wed, Dec 09, 2015, 6:00 PM UTC

kolektiv wrote: post #215

bostonpete wrote: post #198

Earlier quoted context omitted.

Wikipedia claims Generation Y = Millenials... sport https://en.wikipedia.org/wiki/Millennials

Hey, it's ok, you can both be wrong :) 1979/80 would both put you in Gen X as a birth year ('61-'81, although Harvard for some reason thinks '64-'84 - either way, bad luck, Coupland novel it is).

Thank god Harvard has taken a stand

Re: Yahoo to Spin Off Its Core Businesses

#217

Post by Govannon » Wed, Dec 09, 2015, 6:02 PM UTC

smackfu wrote: post #195

kaizendad wrote: post #131

Earlier quoted context omitted.

This is cleverer than people are giving them credit for. It delivers immediate value to shareholders; it delivers opportunities for long term growth to shareholders; it creates one valuable Asian property that can acquire other properties and continue to deliver shareholder value; it creates a US company that is easier to acquire than it used to be, without the Alibaba share, and thus could be bought by a big media c…

The obvious question is, if it is so clever, why is it plan B?

Plan A, while fairly conventional, got shot down by the IRS.

http://www.bloombergview.com/articles/2015-09-09/yahoo-s-ali...

Re: Yahoo to Spin Off Its Core Businesses

#218

Post by Redoubts » Wed, Dec 09, 2015, 6:03 PM UTC

xyzzy4 wrote: post #76

tacos wrote: post #20

Earlier quoted context omitted.

Like Yahoo Maps, Yahoo Green, and Tumblr...?

Tumblr is very culturally significant but not financially successful.

That's the joke.

Re: Yahoo to Spin Off Its Core Businesses

#219

Post by MadManE » Wed, Dec 09, 2015, 6:04 PM UTC

3pt14159 wrote: post #208

So I don't understand one simple thing: The stock is up 120% since Mayer took over. Even adjusting for compounding interest over 3.43 years, this is like 25+% yearly growth. So the core business is crapping out? So what? Why is everyone dumping on Mayer? I don't even think I could fix the core Yahoo business. They have to pay a 50% premium for developers just because it's Yahoo and their core audience is the technica…

I would venture that it has something to do with Alibaba and not really a lot to do with Yahoo.

Yes, it's a good financial call, but it puts all of the control in someone else's hands.

Re: Yahoo to Spin Off Its Core Businesses

#220

Post by MrApathy » Wed, Dec 09, 2015, 6:06 PM UTC

richmarr wrote: post #162

MrApathy wrote: post #91

Earlier quoted context omitted.

As an even older millennial (35), I have very fond memories of Yahoo. I remember receiving a two-disk copy of Netscape Navigator from a local ISP at a computer show in early 1995 and setting the home-page immediately to Yahoo. At the time I remember seeing hard copies of "The Internet Yellow Pages" at the local Barnes and Noble, but most search was through Yahoo or Alta Vista. Back then AV had several fewer orders of…

> As an even older millennial (35)... cough Dude, give up the skinny jeans :) https://en.wikipedia.org/wiki/Generation_X "Generation X, commonly abbreviated to Gen X, is the generation born after the Western Post–World War II baby boom. Demographers and commentators use birth dates ranging from the early 1960s to the early 1980s."

I have variously seen the upper boundary for Gen X as 1976, 1979, and 1982. Having been born toward the end of 1980 and comparing myself to those born in 1970 and 1990 (squarely in the middle of their respective generations), I find myself having far more in common with the latter. Hence why I consider myself a millennial.

But never will I give up the skinny jeans!