Silver Lake Partners and Andreeson Horowitz are at Yahoo HQ proposing an offer to buy all of Yahoo this morning according to my sources. More offers from KKR, Microsoft and Jack Ma are also expected this week.
Here is my exact quote. The offer from Silver Lake and Horowitz is $11 billion for Yahoo's core assets. Asian Assets are not part of their offer. Asian assets could be spun off in a cash-rich split off valuing them at $20 billion or sold directly to Jack Ma and Masayoshi Son for more than $20 billion.
I clearly stated, "Asian Assets are not part of their offer."
the problem is there is no buyer of the entire company. There is also no bidding war. MSFT doesnt want to buy it. Neither does Jack Ma. He's just positioning and Yang doesnt want to sell it for a reasonable price, he still lives in Yangland.
AND they can't find a grade CEO to step up to the plate, that's why they ended up with Bartz in the first place.
The company needs to be sold and the pieces shredded.