Jerry Must Go

We have great respect for Jerry Yang, but we don't think he's the right guy to fix Yahoo. Jerry is not an operator, and Yahoo needs an operator. More importantly, from what we can tell, Jerry has lost the support of his senior team. One source reports that many of Yahoo's senior managers are waiting around until the shareholder meeting to see what happens--and, if nothing changes, are planning to leave the company. This does not mean we think...

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