ValueClick: Has the Hunted Become the Hunter? (at Seeking Alpha)

by: John Gilliam posted on: July 03, 2008 | about stocks: It has long been assumed by many investors that acquiring Valueclick would be the first step in "plan B" for Microsoft if its bid to take over Yahoo was unsuccessful. When MSFT's Steve Ballmer recently ruled out a slew of acquisitions of smaller internet players after pulling its bid for Yahoo, ValueClick's stock seemed to lose some of its "takeover bait" premium over the next couple of trading sessions. Since that time, the sell off in ValueClick shares has intensified and the stock has set new 52 week lows three times over the last week as rumors swirl that it is now hunting for some strategic acquisitions of its own. As might be expected, investors appear to be pricing in 1) concerns over dilution that might accompany any acquisition 2) typical "sell the buyer, buy... [read full story]                    

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