This article from Business Week gives a good overview of problems faced by Yahoo in 2001.
Inside Yahoo! ..
(The untold story of how arrogance, infighting, and management missteps derailed one of the hottest companies on the Web)
http://www.businessweek.com/magazine/content/01_21/b3733001.htm
Yahoo! Act Two
Two years later Business Week came out with the following article about what made Yahoo to bounce back
http://www.businessweek.com/magazine/content/03_22/b3835001_mz001.htm
Good to read.
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