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To: bob zagorin who wrote (32697)	5/23/2007 11:52:12 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

Go, Bob!

To: bob zagorin who wrote (32697)	5/23/2007 12:12:00 PM
From: Bill Harmond	Respond to of 57684

Seems like MCHX is a good play on the long-term value of those URL's to somebody who'd want to develop one.

To: bob zagorin who wrote (32697)	5/23/2007 12:26:10 PM
From: Bill Harmond	Respond to of 57684

23-May-07 10:01 ET In Play Riverbed Technology: Raising ests; seeing significant interest at Interop for co's products - Lazard (39.05 +0.45) : Lazard is raising their 2007 ests to revs of $209 mln and EPS of $0.58 from revs of $206.5 mln and EPS of $0.55, and raising their 2008 ests to $300 mln and $0.82 from $293 mln and $0.72 as they have seen significant interest at Interop for the co's products and they believe the co continues to gain share and has landed some significant customers in the qtr. The firm raises their tgt to$41 from $36.

To: bob zagorin who wrote (32697)	5/23/2007 1:40:28 PM
From: Bill Harmond	Respond to of 57684

11:18 MCHX Marchex: Negotiations for new ad contract a material catalyst - Stanford Eagle (15.26 +0.86) -Update- Stanford Eagle notes that MCHX's advertising contract with YHOO expires at year end. Firm believes the negotiation process for a new contract with either YHOO or GOOG has begun. They anticipate this process will be completed this summer. Firm says MCHX will need to complete this negotiation process by the summer in order to maintain its options and negotiating leverage. Firm believes that under a new contract, MCHX's rev share could rise to 80% from 70%, which would result in a 14% lift to segment revs, and that OIBDA would get an 18% boost. They believe this catalyst is material, and has largely been ignored.