Date updated:06-09-2007
From Barron's 6-11-07:
"It all seems so logical."
"In recent weeks, the Internet sector has been picked nearly clean of independent online advertising and marketing firms. Google (ticker: GOOG) triggered the shopping spree in mid-April with its $3.1 billion deal to buy DoubleClick. Two weeks after that, Yahoo! (YHOO) agreed to buy the 80% of Right Media it didn't already own for $680 million. In mid-May, the advertising giant WPP Group (WPPGY) inked a $649 million agreement to buy 24/7 Real Media (TFSM). And that was followed almost immediately by Microsoft's (MSFT) announcement of its biggest deal ever, a $6 billion acquisition of aQuantive (AQNT).
More than $10 billion later, with just one decent-sized independent online ad player left -- ValueClick (VCLK), which I'll come back to in a bit -- the stock market in its infinite wisdom has decided that the obvious next move would be consolidation of the Internet content business. Seems logical. If the Internet advertising sector is going to be big enough to create a feeding frenzy among the companies serving up the ads, then you'd think it should be boom times for the content players."

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CNET
Cnet Networks - $0.00
- 0.00%
- $N/A
Barron's 6-11-07: "A subject of recurring takeover rumors...it is the company to buy for tech news and reviews."

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WBMD
Webmd Health Corp - $23.16
- -0.09%
- $23.69
Barron's 6-11-07: Offers one of the few sources of premium content on health-related topics

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RATE
Bankrate Inc - $36.71
- -6.95%
- $39.01
Barron's 6-11-07: Offers info on mortgages and other loans

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TSCM
Thestreet.com - $3.49
- +1.75%
- $3.43
Barron's 6-11-07: Offers stock information

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KNOT
Knot - $9.00
- +0.45%
- $8.47
Barron's 6-11-07: Wedding-related information

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ANSW
Answers Corporati - $7.80
- +4.14%
- $7.38
Barron's 6-11-07: For answers to your every question.
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A. do yourself a big favor and read cramers
books first. no one should be in the
market without some knowledge of how it
works. also, the market may well be over
valued. no one knows. finally, if you
just have to ignore this advice, stay
way away from 2x or 3x etf's. good luck,
mike
A. small trading before thrusday
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