Kara Swisher has the scoop again after talking with high-level Yahoo sources,
who say that various options are on the table, including another possible deal with Microsoft, a full or partial purchase of Time Warner's AOL, and a News Corp. or Comcast acquisition. Meanwhile, the
board is very heavily considering firing Yahoo CEO Jerry Yang and President Sue Decker. Possible replacements that have risen to the surface are ex-AOL CEO Jonathan Miller, ex-Fox Interactive
President Ross Levinsohn and Google VP Tim Armstrong, among others.
Of the above-mentioned scenarios, Silicon Alley Insider things that Yahoo would most likely accept a sweetened deal with
Microsoft, which was laid out by Swisher a few days ago. The proposed terms would see Microsoft buy one-third of the company for between $30 and $32 per share.
As Henry Blodget says, none of
the other options seem very plausible. If indeed Microsoft is serious about competing for online ads, then it won't allow Yahoo buy part or all of AOL. Meanwhile, neither News Corp. nor Comcast has
$30-$35 billion to spend on Yahoo, although News Corp. would probably offer MySpace plus cash, which Blodget thinks is a terrible idea. No matter what happens, he says that Yang and Decker are toast.
Read the whole story at D: All Things Digital/Silicon Alley Insider »