More on our Friday night exclusive ... the world's biggest software company waged its biggest takeover, ever. First on Fast Monday, the CEO that brokered the deal with Microsoft; aQuantive's (AQNT) CEO Brian McAndrews.
Following is how the guys suggest to trade the deal.
The Risk Doctor says Microsoft (MSFT) is making a huge step in the right direction.
The Lone Wolf agrees that MSFT is a buy off this news. He says X-box had been tied into ad measurements which seemed like a dead platform, but now that makes more sense to him.
Also Jeff doesn’t think the acquisition process is over for Microsoft. Google (GOOG) and Microsoft will acquire assets to go after each other in years to come, he adds.
Also Jeff thinks there’s an argument to be made for buying ValueClick (VCLK). Now that aQuantive (AQNT) is no longer an independent player, the value of being independent goes to other companies in the space.
The Negotiator says McAndrews can’t speculate about a MSFT / YHOO merger, but he can. Guy thinks that’s what Friday’s deal is all about.
Guy also believes eBay (EBAY) will come into play as will Monster.com. (MNST)
In addition, he also likes Interpublic Group (IPG) which he feels is quite good at identifying the customer.
Eric Bolling says the other big player in the space is 24/7 Real Media (TFSM) which is being acquired by WPP Group (WPPGY). Eric thinks TFSM could now become a lot more valuable to WPP. He recommends buying WPP.
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Trader disclosure: On May 17, 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders
Macke Owns (JWN), Strazzini Owns (YHOO), (GE), Strazzini Is Short (GOOG); Bolling Owns (NMX), Gold; Silver; Coffee; Sugar; Bolling Is Short Crude Oil; Bolling Owns Natural Gas Futures
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