<i>>Back in May, Yahoo pledged to distribute most of the Alibaba windfall to its shareholders. But after making that promise Yahoo hired longtime Google Inc. executive Marissa Mayer to its CEO. Last month, Yahoo revealed Mayer is considering holding on to the money.</i><p>If Yahoo! was in my portfolio, I would be furious if they distributed that money to me in the form of a dividend.<p>Well maybe not furious. I'd take it, then immediately sell all my stock on the signal that they are too inept to see that that money would be much better spent on transformative changes and acquisitions in order to turn the company around.