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Author
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Topic: Expedia (EXPE)
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happyguy
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posted 11-14-1999 01:12 PM
Four of the major airlines (united, northwest, continental, and delta) are coming together to make their own site which should be up in six months or so. The group will have airplane tickets, car rentals, hotels all on the same site so you only have to use one site. The thing I don't know is if they'll be pulling their tickets from the other sites. I doubt it, but if they don't what advantage will they have over expedia or travelocity? They'll just have a smaller pool of tickets to work from... They will have eliminated one step in the process but I don't know if that'll make up for the smaller inventory of the huge marketshare the other companies already have.
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dude
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posted 11-13-1999 10:54 AM
I think Microsoft spun off Expedia because they like to play only in markets that they own, and they saw they weren't going to own this one. With the merger of Travelocity and Preview Travel (Preview Travelocity?), Expedia isn't even the big fish anymore. And Cheap Tickets is growing fast, too. Competition is good for consumers but not for shareholders. |
terrific
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posted 11-12-1999 11:17 AM
I think netinvestor was saying that Microsoft would be able to help Expedia grow, for example by driving traffic to it from MSN, and that this would be less true if Microsoft is broken up (which I don't expect). |
Joey Joe Joe
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posted 11-11-1999 05:55 PM
Why would a MSFT breakup matter? I would assume if any MSFT related company would be shielded from any breakup it would be Expedia because of the spinoff. Sure, MSFT would retain a controlling share, and what would happen to that share in a breakup, but still there would be no direct effect on Expedia, right? |
netinvestor
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posted 11-11-1999 11:38 AM
As a consumer I like travelocity better, as an investor i'd bet on Expedia (although not at this astronomical price) because of all the Microsoft factor assuming Microsoft doesn't get broken up or damaged too much from the court case |
terrific
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posted 11-11-1999 09:34 AM
The IPO was huge yesterday (200% gain). Any opinions on this stock? |
Mayor of Investorville Administrator
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posted 09-27-1999 02:36 PM
Expedia is a leading online travel service, offering airplane, hotel and rental car reservations, as well as travel-related resources such as maps, tourist guides, message boards, and discount alerts. Expedia is being spun off from Microsoft, which formed it in 1994. The company recently filed to go public but a date hasn't been set yet. (source: SEC filing) |