SCREAMING BUY!
YHOO is headed for $50/share.
Marissa Mayer is a perfect choice.
Great for Yahoo!
Great for Silicon Valley.
It’s a stunning move – completely shocking and unexpected.
If you’re worried about her pregnancy – then shame on you.
Her pregnancy makes me even more bullish on the stock.
Marissa is going to make this work and no one should question it (especially the loser stock holders who, for some reason, were holding Yahoo! stock before this announcement).
I, frankly, didn’t think the Yahoo! Board had the cojones to make such a choice.
Well done.
And next year, at Herb Allen’s Sun Valley Conference crap-fest for moguls, there will be a new Woman of Sun Valley (sorry Sheryl Sandberg).
And if, for whatever reason, things don’t work out (very small chance), Ms. Mayer can take comfort that like her predecessors Scott Thompson, Jerry Yang and Carol Bartz, Manka Bros. will offer her a job.
Good luck, Marissa (don’t read too many blog comments).
Jill Kennedy – OnMedea