2 posts and columns on Proxy Governance

When Will Microsoft Bust A(nother) Move?

in News on July 23, 2008 at 1:12 am PT

Is Microsoft about to make another move on Yahoo? Or perhaps on AOL? Or is it just getting ready to articulate strategic plans for getting serious about the online search business on its own at its financial analysts’ meeting tomorrow morning? Or perhaps–and this might be the best strategy for the moment–the software giant is actually managing to stifle itself and wait to return to the playing field when things settle down a little bit.

MicroHoo: The Likely Scenarios (Please Ignore the Poison-Pen Letters)

in News on July 18, 2008 at 2:24 am PT

Listening to all the birds-on-a-wire chatter about what will happen in the latest round of the never-ending Microsoft-Yahoo saga, it’s still hard to know what to think, given the ever-increasing noise around the proceedings, which will continue until Yahoo’s Aug. 1 shareholder meeting. Yesterday, it got louder still as Yahoo Chairman Roy Bostock and CEO Jerry Yang sent out far and wide yet another stinkbomb letter, calling activist investor Carl Icahn a money-grubbing “corporate agitator.” Well, yes–not that there’s anything wrong with that!