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商业 - 科技

马云成雅虎CEO热门候选人

Dan Mitchell 2011年09月09日

风雨飘摇的雅虎公司最终命运如何?现在看来依然扑朔迷离。不过,有几位高管或许将有机会成为雅虎新任领导人,其中包括阿里巴巴集团CEO马云。

    卡罗尔•巴茨被辞退之后,雅虎公司(Yahoo)未来会走向何方?这个问题目前依然扑朔迷离。因此,外界也无法猜测谁将代替她执掌雅虎公司。或许在新任CEO上任之前,公司可能会发生翻天覆地的转变。而且,如果这家经营不佳的互联网公司决定出售的话,新任CEO的人选或许会成为至关重要的一环。

    雅虎公司董事会使情况变得更加复杂。公司历史上就有过先例,比如2009年,雅虎董事会对卡罗尔•巴茨的任命就很让人意外,谁知道这次它又会做出怎样的惊人之举?智治基金(Ironfire Capital)的埃里克•杰克逊在接受彭博电视台(Bloomberg TV)采访时表示:“要说美国最糟糕的董事会,惠普与雅虎可谓‘旗鼓相当’。”

    与其他人一样,杰克逊也在猜测谁将执掌雅虎。他认为新闻集团(News Corp.)前高管彼得•切宁的机会最大。杰克逊称,切宁“急切”希望“走出鲁伯特•默多克的阴影,闯出自己的名堂。”

    切宁于2009年离开新闻集团,之后成立了切宁集团(Chernin Group)。近期,该公司随着电影《猿族崛起》(Rise of the Planet of the Apes)的成功而名声大噪。切宁的公司还出品电视剧,并在中国和其他亚洲国家投资了多家媒体与技术公司。

    在新闻集团任职期间,切宁一力促成了福克斯娱乐集团(Fox Entertainment)投资视频网站Hulu。Hulu由新闻集团、迪士尼(Disney)、康卡斯特旗下的NBC环球(Comcast's NBC Universal),以及普罗维登斯公司(Providence Equity Partners)共同所有。目前,该网站正在寻找买家,而雅虎正是众多收购竞标者之一。微软(Microsoft)、亚马逊(Amazon)、美国电话电报公司(AT&T)、谷歌(Google)等公司均参与了竞标。

    早在巴茨被免职之前,已有报道称切宁正在考虑与其他投资者合作收购雅虎。如果他确实“急切”希望在互联网领域闯出自己的名声,他很有可能放弃电影业务。

    另外一位可能的人选是Hulu公司的CEO贾森•吉拉尔。这位前亚马逊高管不仅是一位广告达人(这正是雅虎迫切需要的),而且,显而易见,他对互联网视频业务也非常熟悉。雅虎一直自称数字媒体公司,所以,如果它希望进一步涉足视频业务,不论能否成功收购Hulu,吉拉尔都是一个不错的选择。

    中国阿里巴巴集团(Alibaba Group)的CEO马云也是人选之一。雅虎在该集团持有43%的股份。马云一直在与巴茨博弈,希望回购这笔股份,或许他还希望收购整个雅虎。目前,阿里巴巴的市值远远超过雅虎,所以股权交易也不无可能。如果马云出任雅虎CEO,他很可能会出售雅虎的部分资产。

    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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