Glass Lewis Half Empty

Differences of opinion make the financial markets go round. And it would appear that we have some strong ones among the proxy services advising Yahoo shareholders on how to vote at the upcoming election of Yahoo’s board members.

Colonel Icahn With the Lead Pipe in the Yahoo Lounge

So that “record” that “casts doubt on whether Microsoft was ever committed to a whole company acquisition” of Yahoo? Entirely a product of Yahoo’s imagination, apparently. Because in a statement issued this morning, Microsoft said that it is open to discussing a “major transaction” with Yahoo–if the company sacks CEO Jerry Yang and replaces its board of directors at its annual meeting next month.