Time of Beijing of dispatch of sina science and technology on May 18th before dawn message, observers say, hedge fund Third Point CEO Daniel Loeb ( Daniel Loeb ) to become director of Yahoo! Will promote more cautious strategy, which on the one hand is to focus on promoting Alibaba ( micro-blog ) group listed.

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　　In fact, the outside thinks, including Yahoo! Japan shares Asian assets worth more than the Yahoo! Core business, its core business market is now Google ( micro-blog ) and Facebook match rule. Yahoo! And Alibaba also the relationship between because once the share dispute confront each other with daggers, as everyone knows, Alibaba CEO Jack Ma ( micro-blog ) hope to take back Yahoo! Hold most of the shares, but not all.

　　But now the Ma can be represented at the conference at Yahoo! Will talks about stock repurchase, but Yahoo! Investor Eric Jackson ( Eric Jackson ) thinks, should not be anxious to Alibaba on Yahoo. Jackson had previously supported the Third Point proxy fight.

　　Jackson proposed a compromise, that is Yahoo! Will be part of the stake to Alibaba, but need to ma give clear IPO ( initial public offering) schedule. " You will get the exact Yahoo! Shares valuation, and more importantly, you'll get Ma Yun IPO date commitment. "

　　Wholesale money market Broker's Firm BGC Partners analyst Colin Gillis ( Colin Gillis ) that Jackson, the scheme can solve the problem of the interests of both sides. Yahoo! " Part of their shares to Alibaba in exchange for the latter may be IPO, thus, Yahoo! Actually still has the ' substantial assets '. "

　　Analysis of market mechanism the International (Susquehanna ) ( Herman Leung analyst Herman·Liang ) said: " Yahoo! Needs to be part of the shares sold back to Ma, so that the latter decided in the next 1 years, 2 years or 3 years the choice of listed. You must let MA content to obtain sufficient share. "

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