Booking Holdings (formerly Priceline) Message Board

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Technology Stocks : Booking Holdings (formerly Priceline)

BKNG 4,766

+4.0%

3:59 PM EST

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To: Sharise Brown who wrote (1827)	9/11/1999 4:09:00 PM
From: Rajiv	Read Replies (3) of 2743

I think too much attention is being paid to the Paul Allen factor. Vulcan Ventures has invested in several dozen companies (as a VC investor). As a high % of them are in the internet arena, don't be surprised if Vulcan Ventures owns parts of companies which are in the same field. Vulcan Ventures owns only around 5% of PCLN on a diluted basis. If people think that this will cause MSFT to rethink their strategy, I think they will be disappointed. A 500 billion market cap company like MSFT does not care about the future of investments (currently valued at 500 MM) by one of its co-founders. An example - Paul Allen has a stake in STMP ( stamps.com ) MSFT has a stake in its competitor ( e-stamp.com ) Delta has a bigger stake in PCLN that Vulcan Ventures. Delta's PCLN holdings amount to more than 10% of Delta's market cap. Delta sells tickets through other PCLN competitors and other channels. Regards, Rajiv (short PCLN)

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