Stone - Marc CenedellaStone - http://cenedella.com/stoneMarc Cenedella - Stone

Consolidation

Wow. ValueClick, which I was a fan of back when it was at $2 / share, has agreed to acquire Commission Junction, it's more technologically advanced competitor. I'm interested to see if CJ is making any money at the moment, or if the $58 mm is a kind of opportunity-cost transaction for VCLK.

This further reinforces the value created when ValueClick and BeFree agreed to merge last year. Great job all the way around.