While former Yahoo CEO Scott Thompson fades from the tech scene — besides getting jacked from the top job at the Silicon Valley Internet giant, he’s also just come off two tech boards he had served on — the investigation over his hiring and how a fake computer science degree got into the company’s regulatory filings continues.

While the quick-fire controversy burned Thompson, as well as now former Yahoo director Patti Hart, the special committee of independent board members is still at work trying to figure out how such a mess was made in the first place.

And, more importantly, who knew what when and told whom.

At the time the committee was announced, Yahoo said it would “conduct a thorough review of CEO Scott Thompson’s academic credentials, as well as the facts and circumstances related to the review and disclosure of those credentials in connection with Thompson’s appointment as CEO.”

The special committee is chaired by Yahoo’s new Chairman Fred Amoroso and includes John Hayes and Thomas McInerney, two independent directors who joined the board in April.

Yahoo also hired independent counsel Terry Bird of the law firm Bird, Marella, Boxer, Wolpert, Nessim, Drooks and Licenberg in Los Angeles to handle the inquiry.

The company also noted at the time that “the special committee and the entire Board appreciate the urgency of the situation and the special committee will therefore conduct the review in an independent, thorough and expeditious manner. The Board intends to make the appropriate disclosures to shareholders promptly upon completion of the review.”

Gripped by urgency myself, I have grown weary waiting by the phone for some official answers, which sources said will not be forthcoming for some time.

But since I am the most curious of cats — uh-oh! — I started dialing around on my own to find out what’s what.

And, according to sources — especially since Thompson has settled with Yahoo and will not get severance due to the academic falsehood — the big focus is now centering on if the company’s staff screwed up the background check of his academic credentials, thus allowing it to get into its official filings with the Securities and Exchange Commission and also on Yahoo’s corporate Web site.

When Thompson was hired from eBay, where he was president of its PayPal payments division, the online commerce company had the correct bio information in its SEC filings, although not on its Web site or in its PR materials.

The question is: Did someone from Yahoo simply rely on Web bios and not check eBay filings and did anyone ever re-check Thompson’s college records? (Note: It took me 15 minutes flat to find out he did not have such a degree at Stonehill College in the Boston area.)

If lazy checking was the case, it spells rank incompetence on the part of staffers, as well as Hart, who headed the search after Yahoo fired its previous CEO Carol Bartz last fall.

A much more troubling line of inquiry taking place is aimed at the possibility that someone at Yahoo did discover the discrepancy in Thompson’s resume and either did not report it up the chain of command or did and it was either lost or ignored or, well, worse.

While this certainly ain’t Watergate, such a situation would be very hard for Yahoo to explain away as easily to shareholders, especially potentially litigious ones. As it is always said, the coverup can often be more damaging than the crime itself.

And, if it is determined by the special committee that certain employees knew of Thompson’s resume inaccuracy, it will most certainly result in dismissals of Yahoo employees.

The focus on the committee — which truly cannot sweep this under the rug, if it occurred in this much more serious scenario — is most obviously the legal department of Yahoo, which is responsible for making certain filings are accurate.

Also under scrutiny is the quickness of the hiring of Thompson.

Among the questions is how much vetting was done and whether adequate questions about him were asked among a variety of possible sources.

When he was picked in January, Thompson was a dark-horse candidate for many, including some Yahoo board members.

In fact, he was not on the initial headhunting lists prepared by outside talent search firm Heidrick & Struggles.

That’s because Heidrick had placed Thompson at eBay in mid-2000 and could not then recommend him to Yahoo. As it turned out, Thompson took it upon himself to cold email Yahoo board member and Intuit CEO Brad Smith about the job, who then passed Thompson’s interest to Hart.

Heidrick had no involvement in the checking of Thompson, although he later blamed the firm in a public meeting with Yahoo employees for putting the error in his bio in the first place from when he was hired at eBay. Heidrick quickly called the accusation “verifiably not true” in a memo to its own employees.

Sources said that meant that the firm had a resume that Thompson had submitted to it that also contained the error.

But the central mystery of how that mistake appeared on his bio will likely remain just that without further explanation from Thompson.

In a radio interview in 2009, he did not correct a specific question about the twin degrees he appeared to have held and seemed to even agree with the show’s host, Moira Gunn, about them.

Later, she told me in a video interview that Thompson had clearly indicated to her in the prep for that interview that he indeed had a computer science degree.

Still, it is still not clear — and may never be — who put the faux computer science credential on his resume in the first place.

So, with all apologies to Winston Churchill: It might remain a riddle wrapped in a mystery inside an enigma.

The gloves are now really off in the proxy battle for Yahoo.

In a letter to Yahoo’s board, activist shareholder Dan Loeb of Third Point is alleging that the company’s new CEO Scott Thompson has inaccurately added a computer science degree to his resume.

(Update: Yahoo confirmed that Loeb is correct about Thompson not having such a degree and called it an “inadvertent error.”)

Thompson went to Stonehill College, near Boston, from 1975 to 1979, according to his LinkedIn profile, but it does not specify his degree.

(Second Update: Stonehill College also confirms that Thompson only graduated with a Bachelor’s of Science in Business Administration (Accounting).)

And older bios, such as one from his director bio for F5 and one from Forbes, as well as a Stone Hill College alumni newsletter, note that he graduated only with a Bachelor’s of Science in accounting.

But in official bios from his job at eBay as head of its PayPal payments division, as well as on the current Yahoo one, a degree in computer science also appears, along with the accounting degree.

“Scott received a bachelor’s in accounting and computer science from Stonehill College,” read the Yahoo and eBay bios. It is also in Yahoo’s regulatory filings.

According to Loeb’s letter:

Upon recognizing this discrepancy, Third Point initially assumed that the documents we had reviewed were incorrect and the representations in Yahoo!’s public filings were accurate. However, we were then informed by Stonehill College that Mr. Thompson did indeed graduate with a degree in accounting only. Furthermore, Stonehill College informed us that it did not begin awarding computer science degrees until 1983 — four years after Mr. Thompson graduated. We inquired whether Mr. Thompson had taken a large number of computer science courses, perhaps allowing him to justify to himself that he had “earned” such a degree. Instead, we learned that during Mr. Thompson’s tenure at Stonehill only one such course was even offered — Intro to Computer Science. Presumably, Mr. Thompson took that course.

I am awaiting a call back from Stonehill about Thompson’s degree, which the college is checking now. And I called Yahoo for comment and also am waiting for that, too.

If Loeb’s allegations are true and Thompson burnished his resume to add educational expertise to lend him more tech credibility, it could become a serious issue for Yahoo.

It would also call into question — as Loeb does in the letter — the amount of vetting done by Yahoo on the CEO choice, which was conducted by board member Patti Hart.

It gets worse: Loeb is also alleging that Hart changed her degree from Illinois State College from business administration to a loftier economics and marketing.

(Update: Loeb is correct. Yahoo said Hart has a degree in business administration, with a specialty in economics and marketing — although I am not sure what that means exactly.)

But Thompson’s educational pedigree is the main issue here, of course, and Loeb is calling for his head if explanations are not provided.

“If Mr. Thompson embellished his academic credentials we think that it 1) undermines his credibility as a technology expert and 2) reflects poorly on the character of the CEO who has been tasked with leading Yahoo! at this critical juncture. Now more than ever Yahoo! investors need a trustworthy CEO,” said Loeb in the letter.

But read it for yourself — here is the full letter from Loeb:

Third Point Letter to Board May 3 Release

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Jessica Jensen, the Yahoo exec in charge of its flagship Shine women’s site, as well as its lifestyles and health content businesses, has left the Silicon Valley Internet giant, the company confirmed.

Sources said Jensen is taking a job at Apple, working for former Yahoo and Adobe advertising exec Todd Teresi, who was recently tapped to head the mobile iAd division.

At Yahoo, Jensen was the point person on its critical women’s initiatives, including Shine, which is among the top such sites in the U.S., so her departure is a blow to new CEO Scott Thompson’s efforts to push forward its media businesses.

Previously, Jensen worked on strategy for Yahoo’s Americas unit, arriving there three years ago from LowImpactLiving.com, a green-housing-sector site that she founded and led.

Here she is in a Yahoo “Expert Q&A” video on its advertising solutions site:

In a move that AllThingsD had previously reported was coming, Yahoo said it had laid off 2,000 employees, or 14 percent of the workforce.

“Today’s actions are an important next step toward a bold, new Yahoo! — smaller, nimbler, more profitable and better equipped to innovate as fast as our customers and our industry require,” said Yahoo CEO Scott Thompson in a statement. “Unfortunately, reaching that goal requires the tough decision to eliminate positions.”

While Yahoo has had periodic layoffs over the years, this one is its most significant in its history, and will also result in another large-scale restructuring of the management organization. More cuts are also likely to follow in the months ahead, due to the reshaping of Yahoo.

The latest employee action is being pushed by Thompson, who joined the Silicon Valley Internet giant in January from eBay’s PayPal unit.

“Change is never easy,” he wrote in an internal email to Yahoo employees (it is below in its entirety), in a well-worn cliché I am dead certain few appreciated hearing today from the top leader.

At an internal meeting with top staff last night, Thompson — who has gotten what seems to be a well-deserved reputation for chewing folks out at Yahoo — was more direct with the execs gathered, berating them extensively for not delivering and getting the company to this sorry point.

Ouch, Scott! It’s Easter, so it might be time for some forgiveness. (And no more ranting about my reporting to those inside Yahoo, since I have been 100 percent accurate so far. FYI, will aim for 110 percent next week!)

Yahoo said it will save about $375 million with the cuts, incurring a $125 to $145 million pretax cash charge for employee severance in its second quarter. Before the cuts, Yahoo had 14,000 staffers and has many thousands more hired as contractors.

The layoffs touch all units of the company, but the hardest hit is the product division, which is headed by Blake Irving, as well as its marketing, research and international units. Yahoo gave no details on the layoffs other than the number.

But the fate of two key parts of the soon-to-be-blown-apart unit — Yahoo’s advertising technology businesses, Right Media and APT, and its search business — is still being contemplated, as I have previously reported. Possible scenarios include a sale or a joint venture transaction for both, which employ thousands of Yahoo staffers.

The layoffs tomorrow are not the end of the road in cutting costs. Along with the likely shedding of its ad tech and search businesses, Yahoo leadership is also looking at future cuts as it evaluates current businesses, which could lop even more employees off its roster.

That said, Yahoo will be doubling down in some older and new arenas, so there would also be simultaneous hiring in the months ahead.

As wrenching as they will be today at Yahoo, the layoffs come as no surprise. Thompson had told employees in memos and also in recent meetings that “real change” was coming to the company.

Along with the trauma of the layoffs, Yahoo is also facing two other tense face-offs externally. In one, activist shareholder Third Point is waging a proxy fight for board seats and stepped up the public pressure this week; and Facebook struck back hard at Yahoo’s patent lawsuit with a counterclaim of its own.

After the layoffs tomorrow, sources say Yahoo will be announcing a new organization by next week. Thompson, along with outside consultants he has hired from the Boston Consulting Group, are making what appear to be profound changes.

Sources said that Yahoo will most likely be comprised of a global media division, one that encompasses Yahoo’s consumer products businesses and one focused on global and regional sales. There could also be a small organization of about 50 employees aimed at future innovation.

Americas head Ross Levinsohn is pegged to run the media arm, which will also include its leads/commerce businesses, such as autos; Shashi Seth — who now heads search and marketplaces — is likely to run consumer products, which will include Yahoo’s communications and search businesses.

Yahoo has already been conducting a search for a new worldwide sales head, who will also be boss of the U.S., Asia and Europe, Middle East and Africa sales regions. Rich Riley, who was recently running EMEA, is reportedly the pick for U.S. sales; Rose Tsou, who is running Asia, would presumably stay put; Yahoo is looking for an EMEA sales lead.

Some current operational execs — such as service engineering and ops head David Dibble, CFO Tim Morse, and top lawyer Mike Callahan — are likely to continue to operate as before.

One big question mark is how Chief Product Officer Irving fits in the possible new org, in which the new units get control of their product development. Irving has reportedly had several incoming job offers, although it is not clear if he has responded to that interest.

But today, the focus is on the layoffs and letting go all those employees, many of whom have worked at Yahoo for years. Even if it will result in a stronger Yahoo, as Thompson promises, it is still a very sad day in Sunnyvale.

Here is a video on the topic that I did with the WSJ.com “Digits” show today, after the cuts were announced early this morning:

Here’s the entire terse statement from Yahoo:

Yahoo! Statement

SUNNYVALE, Calif. — (BUSINESS WIRE) — Yahoo! today confirmed that it is taking important next steps to reshape the company for the future.

“Today’s actions are an important next step toward a bold, new Yahoo! — smaller, nimbler, more profitable and better equipped to innovate as fast as our customers and our industry require. We are intensifying our efforts on our core businesses and redeploying resources to our most urgent priorities. Our goal is to get back to our core purpose — putting our users and advertisers first — and we are moving aggressively to achieve that goal,” said Scott Thompson, CEO of Yahoo!. “Unfortunately, reaching that goal requires the tough decision to eliminate positions. We deeply value our people and all they’ve contributed to Yahoo!.”

Yahoo! has a solid foundation — nearly 700 million users and thousands of advertisers that engage with Yahoo! properties regularly and trust the company with their data and their business. Through its restructuring efforts, Yahoo! intends to grow by responding more quickly to customer needs and competing more effectively in areas where it can win. Yahoo! has identified key parts of the business — a select group of core businesses, the platforms that support those core businesses, and the data that drives deep personalization for users and ROI for advertisers — where the company will intensify efforts and redeploy resources globally, all focused on increasing shareholder value. With a clear focus on profitability and growth, the company will be disciplined in its investments and radically simplify how it builds, launches and maintains many of its properties and products.

Today, the company will begin the process of informing employees about these changes. As part of that effort, approximately 2,000 people will be notified of job elimination or phased transition.

Yahoo! expects to realize approximately $375 million of annualized savings upon completion of all employee transitions. The company currently expects to recognize the majority of an estimated $125 to $145 million pretax cash charge relating to employee severance in its second quarter financial results. The company may incur additional charges in connection with this action. More information will be provided about Yahoo!’s future direction in conjunction with the release of its first quarter financial results on April 17, 2012.

And here is Thompson’s memo to employees, stating the obvious and with nothing new from previous statements and internal memos:

Yahoos –-

Today we are restructuring Yahoo! to give ourselves the opportunity to compete and win in our core business. The changes we’re announcing today will put our customers first, allow us to move fast, and to get stuff done. The outcome of these changes will be a smaller, nimbler, more profitable Yahoo! better equipped to innovate as fast as our customers and our industry require.

Over the last 60 days, we’ve fundamentally re-thought every part of our business and we will continue to actively consider all options that allow Yahoo! to put maximum effort where we can succeed. As part of this process, I believe we have to focus to win in a select group of core businesses globally:

Core Media and Communications: Our content, media, and communications experiences must be best in class. That includes getting today’s core properties right and innovating on a next generation of great product experiences across all screens.∙

Platforms: We must make our core platforms and systems a genuine strength for Yahoo! — platforms that we can really leverage to support our massive scale, drive the deepest personalization, and boost speed to market.∙

Data: Our massive data sets must become a genuine competitive advantage for Yahoo!. We have to unlock the value in our data to allow us to really understand our 700 million users, encourage and win their engagement and trust, leverage everything they do with us to more fully personalize their experiences, and to give our advertisers the immediate insights they are rightfully demanding.

We are intensifying our efforts on our core businesses and redeploying resources to our most urgent priorities. Our goal is to get back to our core purpose — putting our users and advertisers first -– and we are moving aggressively to achieve that goal.

Unfortunately, reaching that goal requires the tough decision to eliminate jobs, which means losing colleagues and parting with friends. Today, we will begin the process of informing employees about these changes. As part of that effort, approximately 2,000 people will be notified of job elimination or a phased transition. We value our people and for those who will be leaving, we thank you for all you have contributed to Yahoo!. We will treat all of our people with dignity and respect, providing resources to help manage through their transition.

Change is never easy. But the time has come to move Yahoo! forward aggressively with increased focus and accountability. Our values have always been about treating all Yahoos with dignity and respect, and today is a day to embrace those values. This is an amazing company with exceptionally talented people and I know we will all do our best to encourage each other through this difficult period of transition.

Scott

According to sources close to the situation, Yahoo’s massive round of layoffs — which is likely to impact up to 2,000 employees — is just the tip of the proverbial iceberg that will hit the storied Silicon Valley Internet giant in the months to come.

Sources said Yahoo is currently planning to announce the cuts in staff in the early morning, just as the markets open. That could change, of course, but the cuts will definitely occur within the next two days.

The layoffs, which will touch all units of the company, are expected to hit hardest in the product division, which is headed by Blake Irving.

But the fate of two key parts of the soon-to-be-blown-apart unit — Yahoo’s advertising technology businesses, Right Media and APT, and its search business — is still being contemplated, as I have previously reported. Possible scenarios include a sale or a joint venture transaction for both, which employ thousands of Yahoo staffers.

Also set to be hard hit are Yahoo’s local businesses, as well as its marketing and research divisions. While still sustaining losses, its media units will not be as badly impacted. And it’s not clear how many employee terminations will be aimed at the company’s general and administrative staff.

The layoffs tomorrow are not the end of the road in cutting costs. Along with the likely shedding of its ad tech and search businesses, Yahoo leadership is also looking at future cuts as it evaluates current businesses, which could lop even more employees off its roster.

That said, Yahoo will be “doubling down” in some older and new arenas, so there would also be simultaneous hiring in the months ahead.

But not tomorrow, which will be one of the tougher days in Yahoo’s long history of periodic layoffs. Newly installed CEO Scott Thompson had told employees in memos and also in recent meetings that “real change” was coming to the company.

That is indeed the case, which is causing massive strain throughout the company, which now employs over 14,000 and has many thousands more hired as contractors.

Along with the trauma of the layoffs, Yahoo is also facing two other tense face-offs externally. In one, activist shareholder Third Point is waging a proxy fight for board seats and stepped up the public pressure this week; and Facebook struck back hard at Yahoo’s patent lawsuit with a counter-claim of its own.

After the layoffs tomorrow, sources say Yahoo will be announcing a new organization by next week, which will create several major, soup-to-nuts units at the company. Thompson, along with consultants he has hired from the Boston Consulting Group, are making what appear to be profound changes.

Sources said Yahoo will most likely be comprised of a global media division, one that encompasses Yahoo’s consumer products businesses and one focused on global and regional sales. There could also be a small organization of about 50 employees aimed at future innovation.

Americas head Ross Levinsohn is pegged to run the media arm, which will also include its leads/commerce businesses, such as autos; Shashi Seth — who now heads search and marketplaces — is likely to run consumer products, which will include Yahoo’s communications and search businesses.

Yahoo has already been conducting a search for a new worldwide sales head, who will also be boss of the U.S., Asia and Europe, Middle East and Africa sales regions. Rich Riley, who was recently running EMEA, is reportedly the pick for U.S. sales; Rose Tsou, who is running Asia, would presumably stay put; Yahoo is looking for an EMEA sales lead.

Some current operational execs — such as service engineering and ops head David Dibble, CFO Tim Morse, and top lawyer Mike Callahan — are likely to continue to operate as before.

One big question mark is how Chief Product Officer Irving fits in the possible new org, in which the new units get control of their product development. Irving has reportedly had several incoming job offers, although it is not clear if he has responded to that interest.

Let’s hope that Yahoos who will be let go tomorrow find themselves with many new employment choices after the ax falls.

One of Yahoo’s most respected researchers, Raghu Ramakrishnan, who is the author of one of the most famous database textbooks, “Database Management Systems,” has left the Silicon Valley company to join Microsoft. He was also critical to the development of much of Yahoo’s personalization technology.

Sources said the chief scientist for search and cloud platforms at its Yahoo Labs unit will be a fellow on the software giant’s SQL team.

Ramakrishnan, who has been at Yahoo since 2006, is one of many key researchers to depart before what is expected to be a gutting of the company’s research division in upcoming layoffs and other cuts by new CEO Scott Thompson.

None of this exodus of high-level research talent comes as a surprise. Prabhakar Raghavan, the well-respected head of the Yahoo Labs unit and also recently its head of strategy, has recently left the company to take a job at Google.

Ramakrishnan came to Yahoo from a professorship at the University of Wisconsin-Madison. According to his bio from Yahoo, he was the “founder and CTO of QUIQ, a company that pioneered crowd-sourcing, specifically question-answering communities, powering Ask Jeeves’ AnswerPoint as well as customer-support for companies such as Compaq.”

A Yahoo spokesperson declined comment (but, trust me, it is true).

Prabhakar Raghavan, the well-respected head of Yahoo’s Labs unit and also recently its head of strategy, is leaving the company to take a job at Google.

The departure comes ahead of what will be very deep cuts in his division, which is in charge of long-term research at the Silicon Valley Internet giant, said sources, and is spread all over the country. More researchers at Yahoo — which is a very well-respected group — are also expected to go too and will be the subject of fervent recruiting interest by companies such as Google and Facebook.

Yahoo confirmed the move after I made an inquiry about it this morning.

In a statement, the company said:

“Yahoo! thanks Prabhakar Raghavan for his dedication and contributions to Yahoo! for the past 7 years. We wish him well in his next endeavor. Ash Munshi, CTO, will assume leadership for Y! Labs.”

It is unclear what Raghavan’s new role at Google is.

But, as head of Yahoo Labs, Raghavan’s research arena has been extensive, encompassing everything from data mining to algorithms to search.

He is also a consulting professor of computer science at Stanford University. According to his bio, Raghavan has “co-authored two textbooks, on randomized algorithms and on information retrieval.”

The Berkeley PhD had been CTO at Verity and had held a number of jobs at IBM Research.

More to the point, he was very well respected within the company, which seems to be curtailing its commitment to research as it attempts to turn itself around under the new leadership of CEO Scott Thompson.

Raghavan had been made head of strategy under former CEO Carol Bartz, who was fired.

He has been at Yahoo seven years.

According to sources close to the situation, AOL’s CTO Alex Gounares is leaving the New York-based Internet company.

At AOL, he was in charge of all of AOL’s vast technical operations. He is among a number of execs who have been hired by CEO Tim Armstrong and then have departed.

Gounares came to AOL from Microsoft in May of 2010. He was corporate VP of Advertising Research and Development and CTO for the software giant’s Online Services division.

Sources said Gounares wanted to move back to the Seattle area.

His departure is certainly bad timing, in any event.

AOL has recently been targeted by activist shareholder Starboard Value, which put up an alternate slate of directors last week in a brewing proxy battle.

An AOL spokeswoman declined to comment.

Neil Ashe, who left his job running CBS Interactive in late 2010, has taken a job helming Wal-Mart Stores’ global online commerce unit.

The retail behemoth said that Ashe will become president and CEO of its Global eCommerce division, replacing the retiring Eduardo Castro-Wright. He will operate out of Wal-Mart’s Silicon Valley office in San Bruno, Calif., but will likely make a lot of trips to the company’s HQ in Bentonville, Ark. (Ashe does not have the U.S.-based e-commerce business; Walmart.com is run by Joel Anderson, who reports up through the Wal-Mart U.S. stores business.)

In an interview earlier today, Ashe said that he was “impressed by the company’s realization that the consumer is changing … and the commitment to global e-commerce.”

Noting that Wal-Mart stores see 200 million customers a week, he said the goal was to make the online experience as compelling as the offline one.

“There has to be almost an indifference between physical stores and e-commerce,” said Ashe. “The whole company committed to winning on the Internet.”

Since he left CBS, Ashe has been advising a variety of Web start-ups, including LivingSocial. Ashe joined the board of the Washington, D.C.-based social buying company last spring.

The job at Wal-Mart is a big one, especially given its up-and-down history in the online space. That includes the recent decision to stop selling MP3s from its Web site.

It has also stepped up its efforts, including a number of small acquisitions, such as mobile advertising start-up OneRiot and mobile app company Small Society.

But it did pay big bucks — reportedly $300 million — for social media platform Kosmix.

Ashe noted that Wal-Mart is indeed still dwarfed online by online dominator Amazon. “They are very innovative and strategically adept,” he said.

With 59 million monthly visitors to its U.S. Web site and an aim to go global, how Ashe navigates Wal-Mart’s path in the next years will be interesting to watch.

Here’s the official press release:

Walmart Selects Neil Ashe to Lead Global eCommerce

San Bruno, Calif., Jan. 16, 2012 – Wal-Mart Stores, Inc. (NYSE: WMT) today announced that Neil Ashe, 44, is the new president and CEO of the company’s Global eCommerce business, beginning today. Ashe was most recently president of CBS Interactive, where he led all online properties and also drove development of new ways to distribute programming produced by the media giant and its subsidiaries. Websites included CBS.com, CNET.com, CBSNews.com, and CBSSports.com, among others.

Ashe is replacing Eduardo Castro-Wright who announced his pending retirement in September and will assist in the transition.

“E-commerce is a great opportunity for us and we have a long-term vision to win,” said Mike Duke, Walmart’s president and CEO. “We are on track to create the next generation of E-commerce, combining the latest in online innovations with physical stores to give our customers a unique and seamless shopping experience.”

“We have an understanding of what these customers want, a trusted brand, 200 million weekly shoppers, more than 10,000 stores around the world, and the ability to make significant investments in talent and technology. We also have successful online businesses, including in the U.S., the U.K., Canada and Brazil. With all of this, it is clear that Walmart is the best- positioned retailer to deliver this multi-channel experience to consumers, many of whom are already connected to the world through smart phones and social media.”

Duke continued, “With his strong personal leadership skills, financial background and experience in successfully working within a major corporation to lead its Internet division, Neil is the ideal leader to help us build this business. He has led companies through all stages of growth and maturity. He also has a deep understanding of the interactive space and how to attract and convert online customers. Perhaps most importantly, much of Neil’s professional success has come through close collaboration and shared goals with his peers — a key attribute as we continue to integrate our online businesses across the company and with our physical stores.”

“Walmart is a special company,” said Ashe. “Growing up in East Tennessee, I have seen first-hand the difference it can make in the lives of its customers. E-commerce gives us a huge opportunity to expand and bring savings to many more people around the world. We have great things ahead of us and I am eager to get started and join the talented team already in place.”

As president of CBS Interactive, based in San Francisco, Ashe led the interactive content business with operations in the U.S., Europe and China. After leading the successful integration of CNET Networks with CBS, he and his team leveraged existing company assets to ramp up CBS entertainment content distribution online, including making CBS.com the largest television network site in the industry.

Prior to this, Ashe was CEO of CNET Networks, initially best known for providing technology-related information, product reviews and price comparisons through CNET.com. He also oversaw dramatic development in the company’s China division, taking it from a small magazine and events operator to a highly profitable, fast-growing online business. During his tenure, the company’s value increased from $100 million to $1.8 billion. Ultimately, Ashe led the sale of the company to CBS and became president of CBS Interactive at that time.

Earlier, Ashe founded a company focused on using the Internet to improve K-12 education in the U.S. Prior to this, he was a partner and managing director at private investment firm Crest Communications Holdings and, before that, was an associate at Smith Barney, the investment bank now part of Citigroup.

Ashe has an M.B.A. from the Harvard Business School and a B.S. in Business Administration, with a major in Finance, from Georgetown University. He serves on the boards of LivingSocial, AMC Networks and the Georgetown University Board of Regents.

Over the past year, Walmart has made investments in capabilities and talent as it continues to build Global eCommerce. It has also further strengthened its position through the acquisition of small Internet specialty companies and continues to expand in new markets such as China and Brazil, including a minority stake in Chinese Internet retailer Yihaodian.

When you own a large chunk of a major Silicon Valley Internet company, it’s probably not a surprise that you want to come to the center of the tech world to have a look around.

But Yahoo — of which Third Point’s Daniel Loeb owns over five percent — is unlikely to get a visit from the activist shareholder, who is in California this week.

Several sources said he has contacted many former Yahoos and other tech execs for meetings in the Internet heartland to chitchat about digital issues.

And, of course, search for possible board members for an alternate slate of directors, in case he decides to wage a proxy fight against Yahoo.

The earliest nominations for directors can be submitted is February 24 for those “shareholder proposals not intended for inclusion in proxy materials and for nomination of director candidates,” according to Yahoo’s corporate bylaws on such matters.

Loeb then has a month after that to submit a competing slate. In addition, many of Yahoo’s major investors are mulling backing Loeb if he initiates a battle for control of the company.

But it’s not a definite move as yet. The New York-based investor has not decided whether he will take on a proxy fight, sources said, given he has yet to assess Yahoo’s new CEO, former eBay exec Scott Thompson.

Thompson was president of the online commerce site’s PayPal payments division.

But while there is a formal process, you will hear a lot of noise coming long before that, unless Yahoo gives Loeb board seats to quiet him down — which is unlikely but possible.

Such an ugly fight is not one Yahoo can afford to have, and it has already shown some cloddish sensibilities in its response to a recent letters by Loeb asking for the ouster of its Chairman Roy Bostock and co-founder and director Jerry Yang.

But given how badly the last Yahoo shareholder tussle with Carl Icahn went, another proxy battle could be deadly, and might drag on through the first half of 2012. In his Yahoo tussle, Icahn ultimately got three seats on the Yahoo board, but eventually went away with everyone the poorer.

And no one wants a replay of that.

Maybe get something cooking in the whole what-will-Yahoo-do stakes, now that one of Yahoo’s more active board members is back.

And by “back,” I mean that Kenny — no longer a candidate for CEO — has no further need to recuse himself from the strategic process in which the Silicon Valley Internet company finds itself.

In an interview with Advertising Age last week, Kenny — the well-regarded online ad exec who recently stepped down as president of network infrastructure giant Akamai — released an unusual statement:

As a matter of policy, I do not comment on matters related to Yahoo as a Yahoo director. However, as a personal matter, I want to clarify that I believe Yahoo is a great company with enormous potential, but I am not — and will not be — a candidate for the CEO position. I look forward to my continued service on the Yahoo Board of Directors.”

By removing himself from the fray, that means, according to several sources, that Kenny will be diving back into sleeve-rolling duties at Yahoo, as one of its — how can I put this? — less comatose board members.

In fact — until he was sidelined by the obvious conflict of interest inherent in wanting to be CEO, while also directing the fate of Yahoo for shareholder value — Kenny had been deeply involved in a lot of the changes that had taken place of late, after a long period of board inaction.

That included the ouster of CEO Carol Bartz, who was fired for a number of reasons, including lack of strategic vision. It was relatively new board member Kenny — he became a director in February — who led the strategy committee that had asked Bartz for her road map, which she did not deliver to their liking. Obviously.

Because of the swirl around his possible CEO candidacy — Kenny was a noticeable inside candidate, since he is well known in the Internet advertising world for running and then selling Digitas to the Publicis Groupe for $1.3 billion in 2006 — he gave up leadership of the committee to Intuit President Brad Smith.

Sources said it is unlikely Kenny will get that top job back, but he remains a member of the transactions committee, which is leading the strategic review of the company.

That’s the key slot for the independent board members of Yahoo, who must ultimately be the ones to determine what path or offer the company will take.

One plus: Kenny has close relationships with most of the bidders — largely private equity firms — looking at Yahoo, and also is well known among the media and tech companies poking around, too. He also has advertising — and now tech — experience, which will be much needed as Yahoo explores its options.

Most importantly, Kenny is an independent director, which will be very important to the process going forward, especially since a lot of the spotlight has fallen on Yahoo co-founder and director Jerry Yang.

Yang — who has been a bit of a Yahoo lightning rod at times — has been involved in some of the meetings with those interested, along with interim CEO Tim Morse. The company recently noted that this was at the behest of the board.

While these were only informational meetings so far — and not negotiations, as some reports have surmised — Yang’s involvement will likely have to be more curtailed, at least publicly, especially if any of the deals include using his own large stake in Yahoo.

“This process has to be above board, since it is so easy for those wanting a better deal to try to cause all kinds of trouble,” said one source. “The company is already under attack in that regard.”

That’s a reference to a recent salvo by hedge fund activist Dan Loeb, a major Yahoo shareholder who has taken aim at the board and, last week, at Yang. Loeb essentially accused Yang of double-dealing in the process.

Enter Kenny, along with Smith and — to an increasingly lesser extent, of late — Yahoo Chairman Roy Bostock. While there are other independent board members involved, these are the three to watch most closely now.

While some think Kenny still would like to be CEO of Yahoo — he was also on the short list several years ago when Bartz was hired — sources said he is more likely to take a job at another consumer Internet company.

While he certainly could slot into a large advertising firm or into the digital division of a big media concern, sources said Kenny is looking to be a CEO.

Just not at Yahoo.

At least for now, since down the road it is unclear what will become of Yahoo and who will run it in years to come.

In fact, it might even be Kenny in the end.

As happened last week to its centralized marketing division, Yahoo has broken up its Customer Advocacy organization, with its staff distributed to the various regions and the product unit of the Silicon Valley Internet giant.

Customer Advocacy has been led by EVP Jeff Russakow, whose fate is now similarly unclear as it is for CMO Elisa Steele, whose division was diced up to the regions last week.

Both execs — who were hired by fired CEO Carol Bartz — plan to remain at the company until at least January, sources said.

Russakow, according to his Yahoo bio, has had “global responsibility for all of Yahoo!’s customer support functions, including audience, small business, ad operations, and search network quality.” He came to Yahoo from previous jobs at Symantec and Adobe.

Interim CEO Tim Morse sent a memo to employees about the change, noting Russakow is looking for his next opportunity, using much the same language as Steele used in her internal email.

The moves are interesting, given Yahoo’s current effort to find a new strategy, which includes a possible sale of all or parts of the company. But there is also a strong sentiment within the company to reorganize around strengthening its advertising platform and products.

I have a call into Yahoo PR for comment (but let’s assume I am accurate about this, shall we?).

More, obviously, to come.

Yahoo is drastically rejiggering its marketing division, according to an internal memo sent today to employees from its Chief Marketing Officer Elisa Steele, in a move that seems to leave her future role unclear.

Steele was brought to Yahoo over two years ago by now-fired CEO Carol Bartz — whom she had been very close to — and charged with turbocharging and reorganizing the unit, which has never been strong.

While Steele certainly did overhaul the marketing department, some of her efforts, such as Yahoo’s pricey “It’s You” advertising campaign, have not worked out. And, largely due to the ongoing turmoil at the company, its brand has suffered under her watch.

The changes, which appear to be at the behest of Steele (though you never know at Yahoo!), will shift the major marketing functions back to the regions of the Silicon Valley Internet company from its current global centralized one.

“I believe we now need to bring marketing decisions, marketing talent and marketing budgets closer to the customer — and into the regions that depend on these critical plans,” she wrote. “We need to further link our marketing strategies to revenue growth, sales objectives and overall accountability.”

Since Steele took over the marketing department at Yahoo several years ago, she has been moving those powers to a more centralized system.

No longer.

In the internal memo, which I obtained and is embedded below, Steele outlines the shift, which will remove a lot of that control of marketing from the HQ and out to its business units.

Steele said in the email to the marketing team that she will remain at the company as CMO for now, although seems to indicate that she is also evaluating her future role.

“My current role as CMO on CEO staff is unchanged,” she wrote. “However, whatever I decide to do next for my career is my choice — and I’ll think about that on my own timeline.”

Sounds like an eventual departure to me, with Steele trying hard to stress she was going out on her own motor, even though giving up contro of big parts of your unit is unusual.

In any case, Steele obviously is betting now that on-the-ground control of marketing will help improve things for the beleaguered company. Here’s the memo:

Team,

It is critical for Yahoo! to grow faster and become more agile. We need to make decisions to accelerate the Regions’ growth plans around the world, and Marketing plays a crucial role in helping develop, support and execute these plans. We’ve built an integrated marketing machine that is an asset to help the company grow now and into the future. When we assembled a global and centralized organization in 2009, we took the opportunity to create best practices, establish consistency, deepen domain expertise, enhance functional capabilities and innovate for one of the biggest brands in the world. And, in the past 12 months, Global Marketing took home dozens of industry awards for marketing leadership in integrated consumer marketing, digital marketing and event marketing – including the acclaimed Cannes Lions, a Clio, a Webby and IAB Awards. Our Marketing achievements have been broad, deep and well recognized.

Now that we have this strong capability, it is time to leverage it even further. I believe we now need to bring marketing decisions, marketing talent and marketing budgets closer to the customer — and into the regions that depend on these critical plans. We need to further link our marketing strategies to revenue growth, sales objectives and overall accountability. Therefore, I want to put the marketing programs and tools we’ve developed right with the Sales and Audience teams responsible for the business outcomes.

It is with this in mind that I recommended a marketing reorganization plan to align to these objectives, accelerate decision-making and simplify roles. The plan centers on decentralizing the current global team into 2 types of specific teams:

1. Regional Marketing: Our regional marketing teams will move to report directly to the Regional leaders in Americas, EMEA and APAC.

2. Corporate Marketing: Our strategic brand, communications and marketing services teams will remain centralized and report into HQ.

This was my proposal to Tim for the best interests of Yahoo! today, and I am glad he agreed with my thinking. I really hope you will endorse and support these changes, too. Yahoo! needs your help and expertise to insure this important next phase is successful.

I want you to know how proud I am of your achievements and contributions. I also want to thank you for the incredible support you have shown me over the past 2.5 years in the current organization. It’s been an amazing brand adventure and working with each of you has been a great source of satisfaction.

My current role as CMO on CEO staff is unchanged. However, whatever I decide to do next for my career is my choice — and I’ll think about that on my own timeline. First, I will work with Tim, my peers and all of you to ensure a smooth transition — and that is my focus for now.

We have a meeting scheduled with the marketing leadership team on Monday and I can address any questions you may have about this transition.

Thanks,

Elisa

As expected, the European Commission approved Microsoft’s $8.5 billion acquisition of Skype late last week.

Next, the deal for the popular Internet communications company — which had previously been cleared by U.S. regulators — is likely to officially close later this week (paperwork!), said several sources close to the situation.

Now, of course, comes the hard part — which is whether Microsoft can successfully integrate the more nimble Skype into the belly of the software beast and allow it to thrive.

Some key questions:

How smoothly can Microsoft integrate Skype into its existing products, such as its unified communications platform, Outlook mail and Hotmail, Office, Messenger and Xbox Live? And, perhaps most of all, Windows Phone devices?

That said, will Skype also get to do what it needs for its own success beyond Microsoft? That includes working with mobile rivals Apple and Google, who now dominate the smartphone market, as well as many others. It has already managed to buy GroupMe group messaging start-up for $85 million, just months after its own acquisition in May.

And can the division — which will be led by Tony Bates, Skype’s CEO and now a Microsoft president — operate successfully located mostly away from the power center of Redmond, Wash.? Skype has a substantial office in Silicon Valley, as well as key engineering units in Estonia and Stockholm.

In that vein, will Microsoft be able to hold on to new talent like Bates and Skype’s geek squad, all of whom have substantial choices elsewhere? Like a lot of large tech companies, Microsoft is not known for being able to hold on to those who come in from the outside, in large part due to its insular culture of longtime execs.

In other words, how big a welcome will Microsoft’s other powerful presidents — such as Windows division head Steven Sinofsky — give Bates and company?

The Hewlett-Packard board will meet as a whole today, after all kinds of committee confabs yesterday, in what sources describe as an intense debate over the fate of its current CEO, Léo Apotheker.

You know, the Léo who is now painfully twisting in the wind, after AllThingsD and Bloomberg broke the news that he might be ousted after only 11 months on the job, and replaced — at least for now — by director and former eBay CEO Meg Whitman.

If appointed, even without many critical credentials in the enterprise business, Whitman would be HP’s seventh CEO since 1999. That’s more corporate marriages and exec beheadings than England’s Henry VIII!

The possibility of one more, including other internal and external candidates, sent long-suffering HP shares soaring yesterday, and the stock was still up almost seven percent in after-hours trading.

That Wall Street glee is surely to come crashing down and very soon today, if the current crisis at the Silicon Valley tech giant — which has stumbled from one to the next over the last few years — is not quickly and definitively resolved by the board.

That means, of course, the likely firing of Apotheker, whose tenure has been rocky, articulating a strategy that the company actually plans to stick to and getting a new leader into place.

Translation: Don’t pull a Yahoo board here and drag out the situation to the most excruciating level possible.

Beyond the moribund stock and pissed-off shareholders, the uncertainty will be wearing on employee morale, including HP’s top execs.

According to sources close to the situation, leaders of HP’s many huge divisions had no idea that Apotheker’s head was on the block — although many I spoke to said they had hoped for a while that it would be.

“Leo is a very nice guy, but he has been an ineffective leader for HP at a very important time, with all that has been changing in the tech industry and the pressure from our competitors,” said one person at the company.

Said another, “[Apotheker will] get the blame, but this board needs to get a plan into place we can all follow, and then march this giant army in some direction, because all these shifts have been disheartening.”

I would imagine so.

Still, said sources, the board might not resolve the problem until later today, or Friday, even.

“The board really can’t look like it is making rash decisions,” said one person close to the situation. “And it cannot be hurtling from one mess to another and making an even bigger one in the process.”

That, given the many troubles at HP in recent years — from ever-shifting strategies to disappointing forecasts — is what you might call an understatement.

Former eBay CEO Meg Whitman is being considered by Hewlett-Packard directors as a possible candidate for CEO, in a move that would replace its current leader Léo Apotheker, according to several sources close to the situation.

The appointment of Whitman — a longtime and experienced Silicon Valley exec, who joined the board of Hewlett-Packard in January — to the top job at HP is by no means a done deal, sources said.

But a significant contingent on the board is keen to remove Apotheker after what some directors consider a series of management mishaps.

If it occurs, it would be the second major CEO ouster in a short time — Yahoo recently fired its CEO Carol Bartz due to lackluster performance.

[UPDATE: Wall Street seems to like the Apotheker-gone idea, with HP shares spiking almost eight percent on our news, as well as a simultaneous Bloomberg report. The rise has added almost $3 billion to HP's market valuation.]

In addition, sources said Whitman has been contemplating taking another big exec job, after a 10-year stint at eBay, which was followed by an unsuccessful run as the Republican nominee for governor of California last year. Since then, she has been a part-time consultant at top venture firm Kleiner Perkins.

Her role there — which has largely been seen as a temporary one — has included acting as a strategic adviser to start-ups and evaluating investment opportunities.

Sources said Whitman — who has also been active with her family foundation — has shown some interest in talking about taking the HP job.

Turning to Whitman would not be a surprise, given there are few execs in tech experienced enough to run such a large and complex organization as HP.

Still, her expertise has mostly been in the consumer space and she has never run what is largely a hardware company and one with major enterprise clients.

So, if appointed, Whitman would need a lot of help, especially to fix one with as many troubles as HP has seen of late.

That is why the board has been meeting by phone and in person this week to talk about a range of issues, focused in part on how to spin the company out of its current cycle of bad news and what to do about the situation.

Its most recent spate of trouble was the announcement of layoffs of hundreds of employees in its Palm division.

This inevitable move to jettison Palm employees came after HP’s sudden news in August that it was shuttering its webOS hardware business.

Add to that a proposed class action lawsuit, filed Sept. 13 in the U.S. District Court for Central California, along with another handful of law firms that are launching their own investigations of HP over the move.

In the suit, according to a report by Arik Hesseldahl, an “HP shareholder named Richard Gammel alleged that comments by CEO Léo Apotheker — concerning the company’s earnings expectations, the importance of its personal computer business and plans to move ahead with devices running the webOS operating system — gave a vastly different indication of actions HP took on Aug. 18, when it killed the webOS hardware business and announced plans to spin off the PC business and spend $10 billion to acquire Autonomy.”

In other words, lots to discuss for HP’s directors, who have been under siege, essentially, ever since the former CEO Mark Hurd resigned under pressure more than a year ago over a variety of allegations about expense reports related to a sexual harassment inquiry. The board found no evidence to support the sexual harassment claim.

In the wake of that scandal, HP appointed Apotheker to take over for Hurd.

It has been a bumpy ride, as HP’s stock has plummeted almost 43 percent in a year’s time. By comparison, rival Oracle’s shares are up more than three percent in the same period, and Apple stock has risen more than 50 percent.

That share decline, given a series of major moves and just as many gaffes, has put Apotheker — who has been trying to reposition HP largely as an enterprise company — in the hot seat.

An HP spokeswoman declined to comment. I have several calls in to reach Whitman and have not yet heard back.

More to come, obviously. But, until there is more news, here is the video of the full interview with Apotheker at the ninth D: All Things Digital conference this summer.

At D9, the former SAP chief declared that he would not ship the now-doomed TouchPad until it was perfect. Ooops!

Enjoy:

]]> http://allthingsd.com/20110921/former-ebay-ceo-meg-whitman-being-considered-for-hp-ceo-job-to-replace-apotheker/feed/ 0 http://allthingsd.com/20110809/more-asiad-speakers-sony-google-microsoft-hollywood-huawei-and-hot-sv-start-ups/ http://allthingsd.com/20110809/more-asiad-speakers-sony-google-microsoft-hollywood-huawei-and-hot-sv-start-ups/#comments Wed, 10 Aug 2011 00:00:33 +0000 Kara Swisher http://allthingsd.com/?p=107055

After our grand tour of Asia last week — with stops in Korea and Japan — it seems like a perfect time to update the speaker list for our upcoming AsiaD conference in Hong Kong in October.

As Walt Mossberg and I said, we are trying to mix both U.S.-based speakers with a pan-Asian selection of speakers from across the region, and the new additions are just that.

For the international confab — this one will be held Oct. 19-21 — we’ve already announced a great lineup, including Alibaba’s Jack Ma; Google Android head Andy Rubin; Twitter inventor and product guru, as well as Square co-founder and CEO, Jack Dorsey; Nvidia founder and CEO Jen-Hsun Huang; and Asus Chairman Jonny Shih.

Now, to add to that terrific lineup:

Kazuo “Kaz” Hirai is widely considered the second in command at the consumer electronics giant Sony, in charge of its key computer entertainment division, as well as now serving as executive deputy president of the whole company. In that role, the dynamic exec is at the nexus of the Japanese company’s efforts around tablets, smartphones, gaming and more. As Sony struggles to reassert its dominance over the arena, Hirai will be a key player in that effort.

Bradley Horowitz — as head of product management for Google+, the search giant’s aggressive effort to break Facebook’s hammerlock on social networking — has a perfect perspective to talk about the fast-growing area and where it is going globally. With locally-based social companies springing up all over Asia, can Google establish one the whole world will use? It’s an important question and Horowitz’s job No. 1.

At Microsoft, Andy Lees is leading one of the software giant’s most important initiatives, as president of its Windows Phone division. His come-from-behind job includes mobile software and hardware, as well as its key partnership with Nokia. With Apple’s iPhone and Google’s Android far in the lead, Lees will need to win in markets globally, especially in Asia.

Peter Chernin is one of Hollywood’s top players and execs. The former top News Corp. exec is now a movie producer — his first effort, “Rise of the Planet of the Apes,” is a big hit. But he’s also been increasingly active in media investing in Asia of late, and has a lot to say about the global nature of entertainment in the digital age.

John Roese heads the North American R&D team for Huawei, the Chinese telecom giant making everything from heavy-duty gear for networks to mobile phones and tablets. The former CTO of Nortel, he’s heading up global development of Huawei’s cloud services for both businesses and consumers. Roese will also talk about the phenomenon of a Chinese-owned company emerging on the world technology stage.

Even in the midst of an economic downturn, there is no denying that it has been a golden time for Silicon Valley start-ups, which have enjoyed unprecedented growth and funding in the Web 2.0 era. But as they seek to expand beyond the U.S., a critical move for them all, we’ve assembled a panel of entrepreneurs to discuss it, including:

Brian Chesky is the CEO and co-founder of Airbnb, the popular online vacation rental site that recently got a huge dose of funding and an equally large amount of controversy. How Airbnb can take the company to the next level, including across the world, while dealing with the kinds of challenges the small management team has to face, will be an interesting topic for discussion.

After stints as president of Asia Pacific and Latin America operations at Google and co-founder of the online personal finance company Yodlee, Sukhinder Singh Cassidy is trying her hand at a small start-up again. She’ll talk about how the recently funded Joyus, a new premium video commerce site trying to pioneer a new way to shop online, plans to expand globally.

Finally, longtime tech exec David Goldberg is now running one of tech’s most successful start-ups at SurveyMonkey, the dominant online survey company. With stints as founder of music site Launch Media, which was bought by Yahoo, and as an Entrepreneur in Residence with Benchmark Capital, he is the perfect person to explain what it’s like being an entrepreneur today in Silicon Valley.

We have even more speakers for AsiaD we’ll be announcing in the coming weeks, so get ready for what’s next.

]]> http://allthingsd.com/20110809/more-asiad-speakers-sony-google-microsoft-hollywood-huawei-and-hot-sv-start-ups/feed/ 0 http://allthingsd.com/20110721/the-anti-nokia-yahoo-charts-the-microsoft-shoots-scores-in-q4-data/ http://allthingsd.com/20110721/the-anti-nokia-yahoo-charts-the-microsoft-shoots-scores-in-q4-data/#comments Thu, 21 Jul 2011 21:29:57 +0000 Kara Swisher http://allthingsd.com/?p=101469

Microsoft has a lot to crow about in its fourth-quarter earnings today, including a 30 percent jump in profits and strong overall revenue growth in its many divisions.

It is sure a lot better than what Yahoo and Nokia turned in this week in their quarterly results.

Here’s all the charts and other data to peruse before I start liveblogging the Microsoft conference call with Wall Street analysts at 2:30 pm PT:

SlidesFY11Q4

PressReleaseFY11Q4

FinancialStatementFY11Q4

]]> http://allthingsd.com/20110721/the-anti-nokia-yahoo-charts-the-microsoft-shoots-scores-in-q4-data/feed/ 0 http://allthingsd.com/20110523/now-appearing-d9-microsofts-windows-president-steven-sinofsky/ http://allthingsd.com/20110523/now-appearing-d9-microsofts-windows-president-steven-sinofsky/#comments Mon, 23 May 2011 18:41:05 +0000 Kara Swisher http://allthingsd.com/?p=76832

With only a week to go before the ninth D: All Things Digital conference debuts in California, we’re announcing the addition of Microsoft’s Steven Sinofsky to an already heavy-duty line-up of speakers.

One of the five Microsoft presidents–it’s kind of like the kingdoms in HBO’s “Game of Thrones,” but without big, clangy swords–he runs the flagship Windows and Windows Live division.

More importantly, Sinofsky is the guy who overhauled Office and then led the team that bailed Microsoft out of the Vista debacle.

The longtime company veteran–who joined Microsoft in 1989 as a software design engineer–will talk about the future of Windows in the era of all kinds of new devices and the cloud.

If you want to get some insight into his thinking, Sinofsky also wrote a book about the making of Windows 7–titled “One Strategy: Organization, Planning, and Decision Making”–that’s a very compelling read well beyond management wonk types.

We expect Sinofsky to be just as interesting onstage at D9 too, along with other top tech and media speakers including Google’s Eric Schmidt, Bob Iger of Disney, Silicon Valley legend Marc Andreessen, Netflix’s Reed Hastings and more.

]]> http://allthingsd.com/20110523/now-appearing-d9-microsofts-windows-president-steven-sinofsky/feed/ 0 http://allthingsd.com/20110210/cloudy-with-a-chance-of-transformation-new-microsoft-server-and-tools-head-nadella-speaks/ http://allthingsd.com/20110210/cloudy-with-a-chance-of-transformation-new-microsoft-server-and-tools-head-nadella-speaks/#comments Thu, 10 Feb 2011 16:40:49 +0000 Kara Swisher http://kara.allthingsd.com/?p=40589

After he was appointed the new president of Microsoft’s important Server and Tools Division from his top engineering post at its come-from-behind Bing search unit, Satya Nadella now finds himself a leader of a business that also needs to keep catching up.

In a wide-ranging interview with BoomTown yesterday, Nadella talked about both his four-year stint at Bing and how he looked forward to the challenges of his new job.

Nadella got the nod, he said, after CEO Steve Ballmer went through a process of what was Microsoft’s “position in this business and a certain set [of ideas] about who should come in next.”

Interestingly, almost 20 years earlier, after working at Sun Microsystems, Nadella had started in the same area of Microsoft he will now lead.

Quoting the famous T.S. Eliot lines–”We shall not cease from exploration, and the end of all our exploring will be to arrive where we started and know the place for the first time”–Nadella was an evangelist for Windows NT.

Eventually, his career brought him to the search arena, most recently to the most aggressive and expensive effort yet by Microsoft with Bing to try to eat into the massive and lucrative lead of Google.

“Those were fairly dark days for us,” noted Nadella, pointing out that any market share gains by Microsoft seemed impossible.

But, according to numerous surveys, it has been only uphill for Bing, especially after it started to really spend and also inked its search and online advertising deal with Yahoo, a partnership that Nadella was a key player in striking.

“We have, depending on which one you look at, grown five share points,” he said. “But behind that, I am most proud of launching a brand and a product that is delivering.”

Of the recent controversy in which Google accused Bing of lifting its results, Nadella borrows another quote, this time from Gandhi.

“‘First they ignore you, then they ridicule you, then they fight you, then you win,’” he said, noting Bing has always said it uses toolbar and other public user data. “The real debate is whether we are better.”

In any case, as Nadella sees it, the Bing experience has helped him prepare for his new job, noting he was in charge of building a 200,000-machine grid to serve the various online services at Microsoft.

“I have been CIO of a cloud platform where there are only two of that size,” he said. “So, I know what it is like to be a customer of those services.”

His hope for his next job, he said, is to make it the next-generation cloud platform, while also serving the needs of current customers with its current product.

‘We have a product and brand that are really foundational, but there is a threshold to it,” Nadella said. “We have to serve the needs of our existing customers, while also moving them to the cloud and building a next-generation offering.”

At Bing, he said, “every day is upside, since we came from so far behind, whereas in server and tools, we are the leader.”

Big competitors are different and the same too, when it comes to the cloud.

“Amazon has done a good job, but not in the same game as us,” said Nadella, ticking off Google, Oracle and VMware as rivals in different ways too. “It’s a nascent marketplace.”

Acquisitions, he said, will also be important. “We are always looking at what opportunities there are,” he said.

His overall view?

“I think that the challenge is how to operate in a space where we have a $15-plus-billion-dollar business and we know the paradigm is shifting and managing that shift where we are the disruptors and also the leaders at the same time.”

In other words, between a rock and a hard place, a place Nadella knows well from Bing.

“We can’t be stuck in current paradigm,” he said. “And we can’t shoot too far ahead of ourselves either.”

To get a good sense of his style as he moves from consumers to enterprise, here’s a video interview I did with Nadella back in mid-2009, just after the Microsoft search deal, and another I did this past summer at one of his regular search updates for the media.

]]> http://allthingsd.com/20110210/cloudy-with-a-chance-of-transformation-new-microsoft-server-and-tools-head-nadella-speaks/feed/ 0 http://allthingsd.com/20110210/hp-oldsmobiles-the-palm-brand/ http://allthingsd.com/20110210/hp-oldsmobiles-the-palm-brand/#comments Thu, 10 Feb 2011 11:30:29 +0000 John Paczkowski http://digitaldaily.allthingsd.com/?p=57518 Hewlett-Packard bought Palm for its technology and talent, not for its brand. So it’s hardly surprising that the Palm logo and name were nowhere to be found at HP’s big webOS event Wednesday. Not in the signage. Not in the videos or slides included in the onstage presentation and not on any of the new hardware on display. The TouchPad, Veer and Pre3 all sport silver HP logos and “HP” as a prefix, not Palm.

In fact, the only place to really find the Palm brand these days is at the Palm.com domain, which, while festooned with HP branding, still includes “Palm USA” in its page titles. Evidently this is what HP meant when it said the Palm brand would “move into the background.”

Judging from Wednesday’s event, the storied Palm brand isn’t even a sub-brand of HP. It’s just a handle for a particular division of the company, though HP insists it’s keeping it around.

“Our future strategy is to continue to build the HP brand in the marketplace,” a company spokesman told me. “Palm is a great brand that is synonymous with mobile innovation and we are delighted to have it in our portfolio of brands allowing us future options.”

That’s a nice enough thought, though it’s hard to see HP ever reviving the Palm brand in the future–not after it’s rebranded the company’s products as its own and announced plans to use them to build “the largest installed base of connected users in the world.” If it succeeds at that, will Palm really be a future branding option? Doubtful.

In that sense, Wednesday’s event wasn’t just a showcase for some slick new webOS hardware, but a eulogy to the pioneering company that made it possible, the company that created the market for handheld devices and shaped that first early vision of mobile computing….

Eh, Oldsmobile was a great brand too, I suppose.

]]> http://allthingsd.com/20110210/hp-oldsmobiles-the-palm-brand/feed/ 6 http://allthingsd.com/20110207/hps-webos-app-ecosystem-is-uncertain-and-thats-a-good-thing/ http://allthingsd.com/20110207/hps-webos-app-ecosystem-is-uncertain-and-thats-a-good-thing/#comments Mon, 07 Feb 2011 23:01:23 +0000 John Paczkowski http://digitaldaily.allthingsd.com/?p=57318 Hewlet-Packard CEO Léo Apotheker says he doesn’t think the company has been telling its story as well as it could have over the past few years. On Wednesday, he’ll have his first chance to begin retelling it when HP’s Palm division holds an invitation-only event in San Francisco, at which it’s expected to introduce its long-rumored webOS tablet. This will be our first look at HP’s new ecosystem–smartphones, connected devices, apps and the OS that ties them all together–and likely be the beginning of a slow untethering from Microsoft’s Windows OS. And if Palm has done it right, webOS could finally become a viable challenger to iOS and Android–particularly the latter, which has had a mixed reception in the tablet market. But that means coming to market with not just a compelling tablet OS and hardware, but a burgeoning applications and content ecosystem–something not easily achieved. As J.P. Morgan analyst Mark Moskowitz wrote today, the ubiquity of HP’s related app ecosystem is uncertain. Whatever hardware the company rolls out on Wednesday needs to spur developers to embrace webOS. “Otherwise,” said Moskowitz, “there is risk that HP introduces a suitable device with a strong operating system, only to be deficient in attracting end users’ ‘eyeballs’ because of a weak applications and content ecosystem.”

The caveat here is that HP’s new tablet (or tablets) presents developers with an enormous opportunity precisely because its app ecosystem is uncertain. It’s going to be a lot easier to score a hit there than it is in Apple’s App Store, where developers must compete for users’ attention with hundreds of thousands of apps. And if you do score a hit there, it might even set the stage for you to translate that success to larger mobile platforms that are generally tougher to break into.

]]> http://allthingsd.com/20110207/hps-webos-app-ecosystem-is-uncertain-and-thats-a-good-thing/feed/ 7 http://allthingsd.com/20110124/seven-questions-for-ric-telford-ibm%e2%80%99s-vp-of-cloud-services/ http://allthingsd.com/20110124/seven-questions-for-ric-telford-ibm%e2%80%99s-vp-of-cloud-services/#comments Mon, 24 Jan 2011 16:45:15 +0000 Arik Hesseldahl http://newenterprise.allthingsd.com/?p=2177 It wasn’t so long ago that the primary appeal of cloud computing was cost-savings. Companies struggling to slash their operational costs moved their data and applications out of their own back offices and handed them off to cloud providers. Now the question about the cloud is turning in a new direction. CIOs who last year asked, “How much can I save?” are now asking, “What more can I do with it?”

Often they’ll turn to public cloud providers like Amazon or Google or Microsoft. Those are the three names that usually get mentioned in the same breath whenever enterprise cloud services come up. But what about IT giant IBM? It turns out it’s a significant player in the cloud game, offering both public and private cloud services. Last week I sat down with Ric Telford, IBM’s VP of Cloud Services to talk about how Big Blue’s cloud business is going and what its priorities are in the year just started.

NewEnterprise: Ric, let’s start at the top. Tell me how IBM sees the cloud business right now?

Telford: Initially the cloud is all about doing more with less. Suddenly you could deliver the same IT services for less. Fast-forward to today, and it’s not all about saving money. People are realizing they can do things they never could before with the cloud. I was recently met with a small aircraft engineering company, and the guy running it described how he competes with much larger companies for defense contracts. It used to be that doing all the modeling and simulations he needed required buying hardware and software and running it all on premise. Now he can go out to the cloud, pay for what he uses and be done with it. He can now compete for contracts he wouldn’t have been able to go after before. And we’re seeing a lot of examples like that in industry after industry.

Someone said to me the other day that the cloud is going to have to have all the parts of the mainframe. Do you agree with that?

There’s a lot of parallels between the cloud and the mainframe. IBM’s view is that we have a single-reference architecture. It’s the same whether we’re delivering the service or if we build it for you. We did a deal recently with France Telecom where they are going to be a cloud services provider to their clients. They already have the network connections. But they’re not a cloud company. So they’re using IBM’s cloud architecture to give them all the pieces in one easy-to-consume bite. So we have that architecture and we use the same blueprint in all the various permutations of the cloud. For some people it’s confusing, but for us it’s all the same whether you want to have it inside your firewall or outside.

Which do your customers tend to prefer–a private cloud or a public cloud?

We do surveys every year and right now we’re seeing about a two-to-one preference for private versus public. About 60 to 70 percent of respondents say they’re working on a private cloud, and about 30 to 40 say they’re working on the public cloud. To us it’s all the same. We offer a core set of services from the IBM cloud–development, test, compute, storage, collaborations, desktop. But we can also build the same thing inside your firewall.

How big is your public cloud business?

I can’t give you a revenue figure because different business units take advantage of it to deliver different things. We just opened up a delivery center in Research Triangle Park. It’s probably one of the most advanced data centers in the world. And now we’re rolling out a model that we are cloning around the world. We just opened one in Germany and another in Canada. And then we’ll just keep adding them. We manage about eight million square feet of data centers around the world.

How does a company typically get started with the cloud?

Usually I suggest they start with their develop-and-test operations. It’s usually not mission-critical, and there’s usually a lot of hardware that’s not being used. Usually that’s the group that buys hardware long before it’s needed and it ends up sitting idle 90 percent of the time. At IBM we put our whole research division on the cloud because they were the worst hardware hoarders, putting servers under desks and whatnot. They knew that if they needed a new server it would take weeks to get it. Now they go out to the research and compute cloud, and the services they need are usually ready to use in minutes or at most an hour. It just makes a huge difference in people’s ability to get going.

So what you are your priorities for this year?

One of the big things we started seeing last year was an uptake of cloud delivery in industry-specific ways. We’re working not just on the generic things like email and collaboration, but on the specific applications that are used in various industries. Health care, banking and government are a few that have complicated regulatory needs that vary state by state and country by country, and we have the deep understanding required to work with them. We also built a private cloud to help the 29 countries involved in NATO share data on logistics and troop deployments. We also have an initiative with the consumer electronics industry. Utilities is another, and it gets tied in with our Smarter Planet initiatives.

Will IBM be making deals in the cloud this year?

IBM will make a few billion in acquisitions. Cloud is one of the four key growth areas we’re focused on. The others are Smarter Planet, analytics and the growth markets. We’ve said that in those four growth initiatives we’re going for $20 billion in additional revenue by 2014. Four initiatives, five years and $20 billion dollars. That’s certainly not all going to happen organically.

]]> http://allthingsd.com/20110124/seven-questions-for-ric-telford-ibm%e2%80%99s-vp-of-cloud-services/feed/ 9 http://allthingsd.com/20101213/yahoo-layoffs-of-650-to-700-employees-set-for-tomorrow/ http://allthingsd.com/20101213/yahoo-layoffs-of-650-to-700-employees-set-for-tomorrow/#comments Tue, 14 Dec 2010 00:49:56 +0000 Kara Swisher http://kara.allthingsd.com/?p=38492

It matters a great deal to the unfortunate employees at Yahoo who are being laid off this week for the reporting on the subject to be accurate and to entail some serious effort.

(It’s bad enough to lose a well-paying job in this still-tough economy, but to lose one over the holidays requires quite a lot more than incorrectly quoting a tweet off Twitter without checking first.)

And so here’s the deal, as BoomTown has previously reported, about what’s happening with Yahoo layoffs, set for tomorrow morning:

Yahoo will lay off about 650 to 700 employees.

Those layoffs will come largely from its product division, headed by Blake Irving, although there could be firings in other parts of Yahoo.

The layoffs are mostly in the U.S. units of Yahoo.

Those let go will be notified tomorrow and will likely have to leave Yahoo facilities immediately. Company sources said the action will be completed by early afternoon, Pacific time.

It’s definitely bad timing for Yahoo, given it is less than two weeks until Christmas, but cost-cutting at the company seems unavoidable as it seeks to improve revenue and spur growth.

Still, it is another sad day in Sunnyvale, Calif., where the iconic Internet giant is headquartered.

]]> http://allthingsd.com/20101213/yahoo-layoffs-of-650-to-700-employees-set-for-tomorrow/feed/ 5 http://allthingsd.com/20101208/cnets-neil-ashe-stepping-down/ http://allthingsd.com/20101208/cnets-neil-ashe-stepping-down/#comments Wed, 08 Dec 2010 18:57:11 +0000 Kara Swisher http://kara.allthingsd.com/?p=38312

Neil Ashe (pictured here), president of CBS Interactive, is stepping down from his post.

CBS confirmed the move after BoomTown made inquiries recently, after hearing of various executives who had been contacted by the media giant about the position.

“Neil has helped make CBSi into the successful and profitable business it is today. Looking out into 2011, we are working on a relaxed timeframe to name a successor to his post, as he embarks on his next great thing,” said a spokesman.

It is not clear where Ashe is headed, nor who his replacement will be.

But an exec close to the situation said that Zander Lurie, who has worked closely with Ashe at CNET and CBS, will take on a bigger role.

Lurie is currently SVP of strategic development at CBS.

Several years ago, CBS bought CNET, where Ashe was CEO.

He had been at CNET since 2002, and replaced Quincy Smith as the interactive division’s head.

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