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Expedia Inc. Message Board

  • northpolexmastrees northpolexmastrees Feb 17, 2011 8:23 AM Flag

    Sell Off is only Starting (not ending)

    Unfortunately, the weak hand is the one that holds this stock.

    There is very good reason for the sell off to continue. The airline industry is already on very weak margins and the next obvious solution is to cut out the middle man. Hence American going direct. Others will follow.

    But thats not the worst of the problems. Even if the ITA/Sabre model can hold on (which would be primarily due to hotel booking revenues); if Google enters the market all competition will be crushed. Regardless of what software platform.

    Those two forces are strong and will continue to drive the stock down. Dont listen to the cheerleaders.

    AGAIN. DONT TAKE MY WORD FOR IT. READ THE NEWS AND SEE FOR YOURSELF!!

 
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