but so are third points dan loeb who hasn't been on the scene much for the last five years despite a long history before that. he's criticizing yahoo! for what he calls insouciance. and poor management as he nominates himself and three others to their board. he's been joined by a host of little-known money managers whose names you may not have heard much about. consider starboard value. founded just last year by a group of small cap experts that now manage over $500 million. they've gotten to work quickly amassing a 5.3 position in aol and using that to dress down the company for wasting money on failing projects and generally poor performance. aol recently sold patents to microsoft, caving to one of starboard's demands, investors are still threatening a bigger fight this spring. then a pair of funds called corvex management. with a combined 7% of the stock in the prison operator corrections corp. of america, they've teamed up to pressure the company to save on their tax bill by turning into a reit. keep an eye out for these folks, tyler -- sorry, as well as other less known players.

targeted facebook with patented litigation and think it's pretty widely reported that dan loeb didn'tting them was a good thing to do. they have an agreement on that front. and if you're going to be an important player in social you have to play nicely with facebook and that is interesting that loeb is taking his fight to facebook. 48 likes as of right now. not too many, but could be more i e-mail sure it will grow from here. kayla, thanks very much. maria? >> we're going to talk with one leading capitalist from menlo park. today we're watching chinese enter net stocks. the chinese government forced a partial shutdown of china that's two biggest my row blogging sites following a coux attempt over the weekend. touching a five-week intraday low. is today's move lower, an opportunity to buy on weakness or is this a much bigger issue? we close with gene munster with piper jaffray. thanks for joining us. what a move. three-day suspension for sina. how much is this a concern for you for sina? >> well, really it's not a big concern and at the end of the day, sina is working. they're in busin

dan loeb a third point with investments over in asia and also with what would be partners like facebooky got to pick one. number two, they need to decide what yahoo! is. is it a media company or platform company? if it's a media company, they need to staff up on media creators and buy technology. if it's a platform company, they need to staff up on techs and buy the media. they need to get rid probably of everything else. then, finally, they need to stop believing their own hype. they talk a lot about how many eyeballs they've got. unprofitable eyeballs, eyeballs you can't monetize are like unprofitable revenue. doesn't really count. >> they wanted to get more nimble. i didn't think yahoo! had so much a problem with nimbleness but rather what jon fortt just touched on which is the idea that what do they stand for? >> i think that's absolutely right. right now yahoo! does not know what kind of company it wants to be. it needs to make some very tough choices going forward about is it a platform, is it a media company? it also needs to free up people internally. they do have some very tale