Mr. Harmon,
Before you commented regarding LPHL "specifically on leisureplanet, its primary business was to acquire south african companies...it's also located in bermuda ... i think this one's a little too far on the fringe at this point"
Any change in your analysis now that LeisurePlanet.com (LPHL owns 81%) has announced to be the exclusive travel partner for InfoSpace US and their entire affiliate network (PR 7/7/99 - biz.yahoo.com, Yahoo Europe (France - fr.travel.yahoo.com , Germany - de.travel.yahoo.com), (PR 7/12/99 - biz.yahoo.com, and as previously announced Lycos Europe too. I think that shows that they have positioned themselves very well for the future (they expect over 40 million users from the InfoSpace alliance alone within the next 3 years), with alliances with 3 major portals, similar to the kind of branding that your other top 10 pick, PTVL has.
Regarding location in Bermuda, News.com article points out "Bermuda strives to become global e-commerce haven - July 8, 1999, 2:30 p.m. PT news.com .
Do you see some potential with this company with these new partnerships? Thank you in advance, and going to miss your reports on Yahoo. |
