Friday, February 1, 2008

Mr. Softee's Yahoo bid puts ValueClick in play

Last year, Microsoft bought aQuantive for $6 billion, at $66.50 a share. Now MSFT takes out Yahoo. Does the aQuantive deal make sense now? But it didn't when MSFT first bought it. It was panned by the analysts.

Now Google already owns Doubleclick. Who else is going into search? The value of Valueclick (VCLK 21.83) is now waiting for a strategic buyer.

Someone can take this stock out cheap!

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