I was just reading a neat blog from Tom Dunlap about "the good old days of working at CNET at the end of the last decade."  Tom now works for Jupitermedia. 

Tom kindly references my previous post on the CNET deal but also links readers to some good analysis from Silicon Alley Insider. 

Silicon Alley Insider is a fun read.  I check it our everyday.  It has a sassy and questioning attitude and reminds me much of some of the top Internet reporting back in the late 1990s through the bubble burst in 2000. 

This post also makes me turn to the financial war brewing over Yahoo.  Readers probably know that corporate raider Carl Icahn owns about 4 percent of Yahoo's shares.  Hedge fund manager John Paulson owns nearly as much.  And a few other financiers own about 25 percent of Yahoo, which means close to 35 percent of Yahoo's shares are in the hands of five organizations that want to replace the present Yahoo Board of Directors with a new team that presumably would sell Yahoo to Microsoft.  All this presupposes that Microsoft remains interested in buying Yahoo (I think they should do this). 

Wouldn't it be interesting if this group wins control of the Yahoo Board and then finds out that Microsoft has no interest in buying Yahoo?  This could well be the case.  Then we would have a wild situation in which financial types would be stuck with running Yahoo.  They would soon find out that they will have a declining investment unless they adopt my media company plan for Yahoo.  We have learned recently that Google not only trumps Yahoo in search but now it has more traffic too!  Yahoo without Microsoft is not a place to bet a lot of money.  The upside is limited unless a radical change takes place in Yahoo's business growth strategy.