Barron's Internet Content Players 6-11-07
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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."

symbol name last price % change open
  • +
  • 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."

People owning CNET also tend to own: JCGMEEAAPLGOOGHPMSFTXOM

TheStreet.com Rating: C What is this?

  • +
  • 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

People owning WBMD also tend to own: AOBCBEDISHEBAYECAECOLGLD

TheStreet.com Rating: C What is this?

  • +
  • RATE
    Bankrate Inc
  • $36.71
  • -6.95%
  • $39.01

Barron's 6-11-07: Offers info on mortgages and other loans

People owning RATE also tend to own: ALDATHIKNOTMNSTIACIJBLURNOW

TheStreet.com Rating: C What is this?

  • +
  • TSCM
    Thestreet.com
  • $3.49
  • +1.75%
  • $3.43

Barron's 6-11-07: Offers stock information

People owning TSCM also tend to own: AIGBACCPWRDISFWLTGS

TheStreet.com Rating: No Rating What is this?

  • +
  • KNOT
    Knot
  • $9.00
  • +0.45%
  • $8.47

Barron's 6-11-07: Wedding-related information

People owning KNOT also tend to own: BDCBHEDMRCICOCISELIFCMENT

TheStreet.com Rating: C What is this?

  • +
  • ANSW
    Answers Corporati
  • $7.80
  • +4.14%
  • $7.38

Barron's 6-11-07: For answers to your every question.

People owning ANSW also tend to own: QQQQSIGABCRXPALMAQNTYHOOAMSF

TheStreet.com Rating: E+ What is this?

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