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To: Paul Chiu who wrote (39)	6/7/2007 11:28:36 AM
From: X-Ray Man	Read Replies (1) \| Respond to of 78

Although ValueClick may be able to avoid legal repercussions by settling on the FTC inquiry, I don't think the market has properly factored in this negative on the value. ValueClick most likely will have to eliminate some of these practices to avoid legal action. When that occurs, their revenue growth and means of competitiveness could be impacted, meaning the effective multiple going forward goes up. Hence, it may be at lower likelihood for takeover because a) FTC issue has to be closed, and that may take some time, b) impact on growth needs to be evaluated for a couple of quarters after the change, and c) the negative publicity or client feedback from the practices should fade into history. Thus, though ValueClick may remain a potential takeover target, it is not likely in the short term, and the valuation may already be overrich. I suspect over the next two quarters a gradual decline in the stock value as investors move out who purchased on takeover speculation. Time to get back in therefore could be in about 6 months.

To: Paul Chiu who wrote (39)	7/17/2007 12:12:36 AM
From: Elroy	Read Replies (1) \| Respond to of 78

Wonder why they are doing this deal with cash instead of stock? ValueClick to Acquire Leading U.S. Comparison Shopping Site Operator MeziMedia Monday July 16, 8:30 am ET biz.yahoo.com Fourth-Largest U.S. Comparison Shopping Company Will Also Provide Search Expertise and Presence in China WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)--ValueClick, Inc. (Nasdaq:VCLK - News) today announced that it has agreed to acquire privately-held MeziMedia, Inc., a leading operator of U.S. comparison shopping websites. MeziMedia ranked fourth in the June 2007 comScore "Retail - Comparison Shopping" category with approximately 10.5 million U.S. unique visitors through its Smarter.com comparison shopping and CouponMountain.com online coupon websites.