joining us now, former microsoft chief operating officer bob herbold, now managing director of the consultingrbold. i imagine you can relate to the position she's in. microsoft reached its highs in your last days working there. and had struggled over the decade-plus since to regain those levels. can you empathize with the did i cut position yahoo!'s in? >> they've been in a difficult position, carl, for a number of years. in fact, the most recent ceo who is number seven out of the last ten years, by the way, has been watching this business get softer and softer for three years, and basically has spent a lot of money buying small companies. but the impact has been negligible. in fact, revenue has slightly declined. every year, profits are in much worst shape because costs have gone way up. you don't just sit around and watch it decline. you do something significant. and nothing significant has happened. >> among some of the things that you've taken issue with, i think sort of it resolves around ceo visibility, right? at a time where the business is struggling. to what degree do you want to be