METAPHOR SMOOTHIE
Assembled from http://news.ycombinator.com/item?id=4252274
She'll be taking the reins of a company that still attracts a massive userbase but is aching...
..to light a user- and product-focused fire under Yahoo...
..and be the "top dog" in a kennel of average dogs, rather than the opposite.
I will put a stake in the ground that she will not move the needle.
The products that generate the bulk of their sales are at best stagnant with no growth left, and at worst are slowly collapsing.
Once that's properly digested, the company then needs to be blown apart and liquidated to the highest bidders.
The real simple angle is: ok, what's the gorilla / whirlwind product that's going to revitalize Yahoo?
I see no outsized downsides for her here.
This is a high-profile CEO who, if the board gives enough maneuvering space, might prevent the free-fall and establish a stable flight.