Also in this playlist...
This transcript is automatically generated
Bonnie for more on Yahoo! let's bring in rob an early principal analyst at the end -- group what happens with Yahoo! from here.
There it will young to be able to remain independent -- or does it have to get acquired someway somehow by the public god.
Well it depends on -- they bring on board.
It certainly can't remain independent mean take back apple wasn't far worse shape than Yahoo! is when Steve Jobs came back in turn the company around.
So it and we've certainly seen examples of companies that were far worse -- becoming far better.
But they do have to get their act together they really need death at at a board level.
This company asked the function of the board's dysfunctional.
No executives going to be able pulled us out of the fact they were able even able to get the guy's resume right -- -- that the old board needed to go and.
Did and what do will the new -- -- do you believe that the new board will be significantly different at least be able to take that company.
In a more well six -- -- of correction.
Well they're they're motivated to do that that's -- -- came on board had to drive that particular change.
I actually very motivated.
Detected to drive the company forward I mean to me it looked like it was pretty clear that that the company is in them in the web media business so that's probably where they needed to invest at the very least they needed to CEO that had a background in media.
I've of course Thomson didn't have that and and that at the most -- a background of media and a turn -- experience they've nab that I herself.
The hope is that they're gonna get a chief executive again they can really do the job that has the qualifications Pope on Paper and off.
That she get that get the job done and and this board appears to motivated to make that happen.
And one thing I did want to touch on from a company that is struggling mightily to -- that is firing on all cylinders.
That is soaring and that apple why wouldn't Dow Jones are why wouldn't Italy the in the -- averaged the Dow Industrials take on apple.
And it's -- with the biggest company in the world why would that be added to the industrials I know that there are some reasons -- East -- -- possible.
Well the problem is apple is just so highly valued at that -- Dow Industrials would be mostly about apple they came on board.
Now the short term Apple's trading so well.
That it -- up uplift the industrials to might get people investing more heavily.
On the other hand -- talking that apple post Steve Jobs and and it did slide like most of this to think it will eventually I'd do it could take that would -- the strolled down whether it.
And at the end of the day the Dow Industrials are supposed to be about the health of the United States not about the health of any one company.
And right now apple is is overweight it would it would it would put -- Dow Industrials and an imbalance.
Wait you focused on apple and that means the Dow Industrials would be apple and that's not what we wanted.
That would have this is they would have to split the stock significantly in order because that the price weighted index -- it wouldn't.
Dominate the Dow -- to the point -- it would right now yet rob thank you so much it was great talking on the day as always rob vendor like.
Filter by section