MSFT is bolstering its search capability by offering behavioral targeting.  Read more.

I am expecting - and have not ruled this out yet - MSFT to acquire one of the following companies:

- aQuantive
- Valueclick
- Tribal Fusion
- Revenue Science
- Tacoda
- etc.

MSFT won’t invest in content, it sold Slate.com which was its little political / content experience to the Washington Post.  But to ride the online advertising wave, I could see it buying some of these firms.  In fact, it might be crazy, but buying Tacodo to add a Dave Morgan - who founded Real Media - is not a bad idea.  VP of Sales Joanne Bradford is seen as a star at MSN, and I’m not taking anything away from her, but if MSFT wants to get serious about online ads, they could use all the help in the world with Google continuing to fire on all cylindes and Yahoo!’s much vaunted Panama seeing the light of day.

Disclosure: I own shares of AQNT, and have owned VCLK in the past, but not now.

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