Barron's Internet Content Players 6-11-07 Portfolio - Stockpickr! Your Source for Stock Ideas

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."

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: JCG MEE AAPL GOOG HP MSFT XOM

TheStreet.com Rating: C What is this?

WBMD
Webmd Health Corp
$35.90
+1.10%
$35.46

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: AOB CBE DISH EBAY ECA ECOL GLD

TheStreet.com Rating: C+ What is this?

RATE
Rate
$0.00
N/A
$N/A

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

People owning RATE also tend to own: ALDA THI KNOT MNST IACI JBLU RNOW

TheStreet.com Rating: C What is this?

TSCM
Thestreet.com
$2.48
-5.70%
$2.51

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

People owning TSCM also tend to own: AIG BA C CPWR DIS FWLT GS

TheStreet.com Rating: No Rating What is this?

KNOT
The Knot
$9.51
-8.91%
$9.58

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

People owning KNOT also tend to own: BDC BHE DMRC ICOC ISE LIFC MENT

TheStreet.com Rating: C What is this?

ANSW
Answers Corporati
$8.62
-2.27%
$8.41

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

People owning ANSW also tend to own: QQQQ SIGA BCRX PALM AQNT YHOO AMSF

TheStreet.com Rating: D- What is this?

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