Posts tagged “online advertising”
BubbleWatch Alert: #003Jun 7, 2007
Private equity just paid $1.5B for NexTag at roughly 19x earnings, higher than recent acquisitions of aQuantive (14x) and DoubleClick (10x). The bubble is inflating nicely. If we hit 24x earnings by September, I'm launching GigaSeldo.
Desperation moveMay 18, 2007
Microsoft's $6B acquisition of aQuantive is a desperate play to compete in the online ad space frenzy. I don't see it working. At best it keeps them treading water, at worst they end up an irrelevant OS supplier in a world that's moved on to server-side apps.