There is speculation that CJ alone is worth more than ValueClick, based on an article by Terence Channon at Seeking Alpha.
On a side note, I believe that CJ division is potentially worth more than VCLK’s entire market cap of $2B and that a spin-off of that unit is very possible, but the latter is simply an opinion.
That is fascinating to me if it is realistic. Nobody ever mistook me for a market analyst (maybe because I just have one suit), so I don’t know how valid this is.
In the article, Channon also states that Google might not have interest in ValueClick, because “most of the affiliates promoting CJ programs are already buying clicks in Google.”
I’m not saying that’s false, but I’ve never seen any data to support it. From my informal discussions with fellow affiliates over the year, the majority don’t drive traffic with paid search. Rather, they focus more on SEO.
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