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Summary:

Youssef Squali, the analyst with Jefferies & Co, came out with a research note last week in wake of the mating dance for DoubleClick. He sai…

Youssef Squali, the analyst with Jefferies & Co, came out with a research note last week in wake of the mating dance for DoubleClick. He said that the deal may spur others into action. “We see a DoubleClick take out by Google, Microsoft or AOL as a precursor to other moves by competitors. For example, we could easily see the company with the losing bid for DoubleClick going after Right Media, but given Yahoo’s 20% stake, the latter is likely to walk away with the prize. Others may be become targets as well, particularly aQuantive, ValueClick and 24/7 Real Media. Bottom line, the sale of DoubleClick is likely to spur the large players into action, driving up valuations for the group as a whole.”
Forbes.com: Some of DoubleClick

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  1. Google is pretty generous with their deals which means Yahoo and Microsoft have to be feeling pressure to up their ante when bidding on a company like this. It's very interesting to see how it all plays out.

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