The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage.



) --



announced last week that it would retain control of the company but sell Asian assets in an asset swap transaction that will provide Yahoo with a cash injection, but this does little to allay investor concerns about the company's ability to turn itself around and become more competitive. Recent moves help, like its integration with


that includes 26 of its Web properties, but market share is slipping and shareholders are getting increasingly impatient.

See our full analysis for Yahoo's stock

Yahoo's efforts at higher social integration seem to be directed to both users and shareholders alike, sending the message that it still has a sizable opportunity to monetize its content. In all fairness to Yahoo, Facebook integration has helped the company with the traffic directed from Facebook to Yahoo News increasing by around 300% in three months.





and become a fan on


However, such measures have proven to be mere patchwork for shareholders who remain skeptical on the company's leadership abilities and motivations. Showing another sign of mistrust,

Third Point

CEO Daniel Loeb wrote yet another scathing letter, urging Yahoo's board to publicly release the bidding proposals it sent to potential bidders.

As bidder Silver Lake mulls over a fresh offer, Yahoo is exploring any and all options to retain control. Selling its Asian assets now looks inevitable, but the question is to whom.


reportedly agreed to terms, but investors once again are missing key details to understand this fully. Though a cash injection will help the ailing Web site, the challenge remains how to hang on to sliding market share.

We have a

price estimate of $17 for Yahoo's stock

, which is around 15% above the current market price.



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This commentary comes from an independent investor or market observer as part of TheStreet guest contributor program. The views expressed are those of the author and do not necessarily represent the views of TheStreet or its management.