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HomeAway, Inc. (AWAY) Message Board

erbium_doper 7 posts  |  Last Activity: Sep 8, 2014 6:47 PM Member since: Jul 7, 2000
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  • Reply to

    Big jump today

    by ibjbf Sep 8, 2014 4:09 PM
    erbium_doper erbium_doper Sep 8, 2014 6:47 PM Flag

    been waiting for the expedia hosting release.

    When it happens alot of expedia traffic will pour onto Homeaway. Usage will skyrocket. Gonna be good for all involved.

    now that everyone and their uncle are selling hotel rooms and its not like the hotel chains have a lot of loyalty to expedia, its a no brainer that the homeaway/expedia deal gets done.

  • Reply to

    Big jump today

    by ibjbf Sep 8, 2014 4:09 PM
    erbium_doper erbium_doper Sep 8, 2014 6:47 PM Flag

    been waiting for the expedia hosting release.

    When it happens alot of expedia traffic will pour onto Homeaway. Usage will skyrocket. Gonna be good for all involved.

    now that everyone and their uncle are selling hotel rooms and its not like the hotel chains have a lot of loyalty to expedia, its a no brainer that the homeaway/expedia deal gets done.

  • Reply to

    In play....More M&A......

    by moneynow27 Aug 7, 2014 1:14 PM
    erbium_doper erbium_doper Aug 13, 2014 10:31 AM Flag

    5% price increase would nearly double bottomline. If I were to pen the press release I'd say."due to increase marketing and increased listings for our customers we will increase service costs by 5%...while we don't like increasing our fees, guest traffic increased 10% last year and will increase in the future and you will make more money if this happens.....have a wealthy and day" or something like that.

  • Reply to

    In play....More M&A......

    by moneynow27 Aug 7, 2014 1:14 PM
    erbium_doper erbium_doper Aug 11, 2014 2:13 PM Flag

    with an increase in traffic and marketing expense, homeaway should increase its subscription prices.

    Since there is no other game in town I wouldn't expect much churn and the customers should be happy with increased traffic as their margins are increasing.

    this net margin increase would funnel directly to their bottom line.

  • Reply to

    H-away M&A

    by burl_lick Jul 25, 2014 3:04 PM
    erbium_doper erbium_doper Jul 31, 2014 5:59 PM Flag

    nice afterhours beat by expedia.......

    time to make the away rollout announcement.....howabout it guys

  • Reply to

    H-away M&A

    by burl_lick Jul 25, 2014 3:04 PM
    erbium_doper erbium_doper Jul 27, 2014 7:59 PM Flag

    my guess is expedia. They already have an agreement, have been in Beta test and it was announced that end of 2014 beginning of 2015 is rollout time.

    Expedia is the 4th most visited travel website with 25 million unique hits per month. AWAY said they were focused on marketing as the software spend will decrease as its been largely developed. So if we connect the dots that the expedia connection is happening then we would expect some large expedia traffic onto the 1 million homeaway websites.

    Maybe they are holding the expedia release as a surprise to squeeze some short sellers....lets hope so.

  • Reply to

    I expected them to beat

    by albertdrone Jul 23, 2014 4:29 PM
    erbium_doper erbium_doper Jul 23, 2014 8:03 PM Flag

    it reminds me of the miracle of the medowlands when Joe Piscarcik pooched the handoff to lose the game....

    #$%$ they burned 75 million marketing dollars [in bogus TV ads????] to increase marketing and missed their earnings numbers and tanked the stock. Put down the bong......What idiot authorized these spends? These are completely discretionary spends. Its not like needing to pay the electric bill????

    no good business owner in his right mind could have conceived of something so idiot?

    maybe somebody is drinking the coolaid or needs to report to the Betty ford clinic. The shareholders or the fools at Pacific Crest need to get someones head on a pike.

AWAY
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