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馬云成雅虎CEO熱門候選人

馬云成雅虎CEO熱門候選人

Dan Mitchell 2011-09-09
風(fēng)雨飄搖的雅虎公司最終命運(yùn)如何?現(xiàn)在看來(lái)依然撲朔迷離。不過(guò),有幾位高管或許將有機(jī)會(huì)成為雅虎新任領(lǐng)導(dǎo)人,其中包括阿里巴巴集團(tuán)CEO馬云。

????卡羅爾?巴茨被辭退之后,雅虎公司(Yahoo)未來(lái)會(huì)走向何方?這個(gè)問(wèn)題目前依然撲朔迷離。因此,外界也無(wú)法猜測(cè)誰(shuí)將代替她執(zhí)掌雅虎公司?;蛟S在新任CEO上任之前,公司可能會(huì)發(fā)生翻天覆地的轉(zhuǎn)變。而且,如果這家經(jīng)營(yíng)不佳的互聯(lián)網(wǎng)公司決定出售的話,新任CEO的人選或許會(huì)成為至關(guān)重要的一環(huán)。

????雅虎公司董事會(huì)使情況變得更加復(fù)雜。公司歷史上就有過(guò)先例,比如2009年,雅虎董事會(huì)對(duì)卡羅爾?巴茨的任命就很讓人意外,誰(shuí)知道這次它又會(huì)做出怎樣的驚人之舉?智治基金(Ironfire Capital)的埃里克?杰克遜在接受彭博電視臺(tái)(Bloomberg TV)采訪時(shí)表示:“要說(shuō)美國(guó)最糟糕的董事會(huì),惠普與雅虎可謂‘旗鼓相當(dāng)’?!?/p>

????與其他人一樣,杰克遜也在猜測(cè)誰(shuí)將執(zhí)掌雅虎。他認(rèn)為新聞集團(tuán)(News Corp.)前高管彼得?切寧的機(jī)會(huì)最大。杰克遜稱,切寧“急切”希望“走出魯伯特?默多克的陰影,闖出自己的名堂。”

????切寧于2009年離開(kāi)新聞集團(tuán),之后成立了切寧集團(tuán)(Chernin Group)。近期,該公司隨著電影《猿族崛起》(Rise of the Planet of the Apes)的成功而名聲大噪。切寧的公司還出品電視劇,并在中國(guó)和其他亞洲國(guó)家投資了多家媒體與技術(shù)公司。

????在新聞集團(tuán)任職期間,切寧一力促成了??怂箠蕵?lè)集團(tuán)(Fox Entertainment)投資視頻網(wǎng)站Hulu。Hulu由新聞集團(tuán)、迪士尼(Disney)、康卡斯特旗下的NBC環(huán)球(Comcast's NBC Universal),以及普羅維登斯公司(Providence Equity Partners)共同所有。目前,該網(wǎng)站正在尋找買家,而雅虎正是眾多收購(gòu)競(jìng)標(biāo)者之一。微軟(Microsoft)、亞馬遜(Amazon)、美國(guó)電話電報(bào)公司(AT&T)、谷歌(Google)等公司均參與了競(jìng)標(biāo)。

????早在巴茨被免職之前,已有報(bào)道稱切寧正在考慮與其他投資者合作收購(gòu)雅虎。如果他確實(shí)“急切”希望在互聯(lián)網(wǎng)領(lǐng)域闖出自己的名聲,他很有可能放棄電影業(yè)務(wù)。

????另外一位可能的人選是Hulu公司的CEO賈森?吉拉爾。這位前亞馬遜高管不僅是一位廣告達(dá)人(這正是雅虎迫切需要的),而且,顯而易見(jiàn),他對(duì)互聯(lián)網(wǎng)視頻業(yè)務(wù)也非常熟悉。雅虎一直自稱數(shù)字媒體公司,所以,如果它希望進(jìn)一步涉足視頻業(yè)務(wù),不論能否成功收購(gòu)Hulu,吉拉爾都是一個(gè)不錯(cuò)的選擇。

????中國(guó)阿里巴巴集團(tuán)(Alibaba Group)的CEO馬云也是人選之一。雅虎在該集團(tuán)持有43%的股份。馬云一直在與巴茨博弈,希望回購(gòu)這筆股份,或許他還希望收購(gòu)整個(gè)雅虎。目前,阿里巴巴的市值遠(yuǎn)遠(yuǎn)超過(guò)雅虎,所以股權(quán)交易也不無(wú)可能。如果馬云出任雅虎CEO,他很可能會(huì)出售雅虎的部分資產(chǎn)。

????It's impossible to guess who might be Carol Bartz's replacement at Yahoo because it's impossible to guess what Yahoo might look like when a replacement is named. It could be a totally different company before a CEO is even chosen. Or choosing the replacement might be part of the transformation if, for example, the struggling Internet firm decides to sell itself.

????Yahoo's (YHOO) board complicates matters. Given its history -- including its surprising choice of Carol Bartz in 2009 -- it's hard to know what it might do now. "I think HP and Yahoo are probably running neck and neck for the worst board in corporate America," said Eric Jackson of Ironfire Capital in an interview with Bloomberg TV.

????Jackson, like everyone else who is speculating on who might lead Yahoo, has former News Corp. (NWSA) executive Peter Chernin near the top of his list. Chernin, Jackson said, is "hungry" to "make his mark outside of Rupert Murdoch's shadow."

????Chernin left News Corp. in 2009. He launched Chernin Group, a production and investment group that recently had success with the movie Rise of the Planet of the Apes. Chernin's companies also produce TV shows and invest in media and technology firms in China and other Asian countries.

????At News Corp., Chernin was the main force behind Fox Entertainment's participation in Hulu, the video site that is owned by News. Corp., Disney (DIS), Comcast's NBC Universal (CMCSA) and Providence Equity Partners. Hulu is selling itself, and Yahoo is among the bidders along with Microsoft (MSFT), Amazon (AMZN), AT&T (T), Google (GOOG) and others.

????Even before Bartz' ouster, Chernin was reported to be considering an acquisition of Yahoo as part of a group of investors. If he is indeed "hungry" to make his mark on the Internet under his own name, he might be persuaded to leave behind the Hollywood glamour.

????Another possibility: Jason Kilar, the CEO of Hulu. The former top Amazon executive is ad-savvy (something Yahoo desperately needs) and, obviously, knows a lot about Internet video. If Yahoo, which refers to itself as a digital media company, gets deeper into video, with or without Hulu, Kilar might be a good choice.

????Jack Ma is CEO of China's Alibaba Group, in which Yahoo has a 43% stake. He has battled with Bartz and would like that stake back -- and maybe all of Yahoo. His company is worth far more than Yahoo is, so a stock deal is a possibility. Ma would then likely break off and sell pieces of Yahoo.

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