By firmly declaring her willingness to do a deal on search, Yahoo CEO Carol Bartz provided some of the biggest headlines of the first full day of the AllThingsD conference here.
But there was more to the story.
Bartz sat down with me this afternoon. Highlights of our conversation:
* Talks not on fast track: "Negotiations always ebb and flow and right now they¹re in an ebb position. There’s not that much going on,” she said.
* Why a deal hasn't happened to date: "The boatload [of money] hasn't driven to the dock."
* What about her relationship with Steve Ballmer? Been strong for 15+ years, she says.
* The slide in Yahoo's search market share is over: Bartz says Yahoo can certainly hold 20%, possibly grow it.
* Outlook for Yahoo stock and growth: Bartz wouldn't directly address a question about what happens to Yahoo stock if no deal materializes, but she did express extreme confidence she can repeat her performance at Autodesk, whose stock rose more than eightfold during her 14-year tenure and delivered compounded annual sales growth of 13%.
"Given enough time, absolutely Yahoo can match that," she said.
Stay tuned for part II of the interview where Bartz and I discuss her vision for the company and her strategy to meet those ambitious long-term targets.
But there was more to the story.
Bartz sat down with me this afternoon. Highlights of our conversation:
* Talks not on fast track: "Negotiations always ebb and flow and right now they¹re in an ebb position. There’s not that much going on,” she said.
* Why a deal hasn't happened to date: "The boatload [of money] hasn't driven to the dock."
* What about her relationship with Steve Ballmer? Been strong for 15+ years, she says.
* The slide in Yahoo's search market share is over: Bartz says Yahoo can certainly hold 20%, possibly grow it.
* Outlook for Yahoo stock and growth: Bartz wouldn't directly address a question about what happens to Yahoo stock if no deal materializes, but she did express extreme confidence she can repeat her performance at Autodesk, whose stock rose more than eightfold during her 14-year tenure and delivered compounded annual sales growth of 13%.
"Given enough time, absolutely Yahoo can match that," she said.
Stay tuned for part II of the interview where Bartz and I discuss her vision for the company and her strategy to meet those ambitious long-term targets.
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