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Yahoo Shakeup: React Rolls In; Ding, Dong, Etc.

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Google, Er, Yahoo Car Needs a BathWe’ll update this as we come across perspectives that add to the mix:

John Shinal, MKTW: “The beginning of the end for Semel came last summer, when he announced that Yahoo would delay the implementation of new technology that he had promised would boost profit margins on search into the same league as Google’s. Between then and last week, when many shareholders voiced their anger over Semel’s pay package, the calls for his ouster rose to a fever pitch. On Monday, the Yahoo board finally heard it. They decided that to compete with a rival run by two Stanford computer geeks, Yahoo needed to put its own Stanford computer geek in charge.”

Larry Dignan, Between The Lines: “As far as perception goes Yang is missing a key component of the founder-returning-to-save-a-company tale