Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (24513)	6/14/2005 12:16:31 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

most of the articles on google stock, including this one, have an underriding negative tone to them. Thats what makes me feel comfortable about owning the stock. Up until this last quarters blowout earnings, analysts were prematurely jumping on the sell bandwagon. Everyone is "cautious", blah blah blah.

To: Bill Harmond who wrote (24513)	6/14/2005 3:40:37 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

ThinkEquity cautious on ValuClick here VCLK announced the acquisition of Web Clients for $141M, $121M in cash and approximately 1.8 million shares of ValueClick common stock and 350,000 options, and E-Babylon, $14.7M in cash, yesterday. While we feel the acquisitions are incrementally positive in the near term, as they should be strongly accretive and bolster/complement VCLKs direct marketing and e-commerce businesses, we continue to have concerns regarding negative trends for the company's core network and affiliate marketing businesses particularly in light of Google's (NASDAQ: GOOG; $228.50 [sic], Buy - Price Target: $330) recent launch of an ad-network product, Yahoo!'s (NASDAQ: YHOO; $35.18, Accumulate - Price Target: $37) impending launch of a contextual ad-network and the potential negative affect of search price increases on affiliates and Web Client's lead-generation businesses. We are maintaining our Accumulate rating and 12-month price target of $13.