Friday, May 18, 2007

 

Position Updates: MCHX

Do you see how fucking crazy MSFT is, paying up for AQNT like that?

The race for the online ad agencies has begun.

Thus far, TFSM, Double Click (private) and AQNT have been bought. In my opinion, both VCLK and MCHX (the only publicly ad agencies left) will be bid for, within 2 years-- if not sooner.

Considering MSFT just paid 13.5x sales for AQNT, a similar bid for VCLK and MCHX would put their stocks at $64 and $17.50, respectively.

Comments:
Nice timing.....glad I added yesterday. Thanks for the pick, Fly.
 
mmm, vices:

MCHX $ 13.36
Marchex Inc. 0.70
Shares Short 7,403,600
Days to Cover (Short Ratio) 31.7
Short % of Float 31.03 %
 
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