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Technology Stocks : IFLY - travel sales on the web pure play
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To: Stephen who wrote (1149)5/13/1998 2:38:00 PM
From: Bill Anderson  Read Replies (4) of 4761
 
Stephen,

Your diminishing optimism is actually a bullish sign. The only way that they are going to get this stock above $10 and for it to stay put is to get most of the day traders, and nervous holders out of the stock. If you look at the background of the people who are behind this company you will realize that they know that, and that is exactly why you haven't heard anything at all.

Also in one of the other posts someone mentioned that the company is capacity constrained, and that as long as they are that sales would be fine. Actually they are only able to answer about 30% of their phone calls, the rest get blocked at the network due to busy circuits. You will see them integrate some new technology along with their internet "stuff" to help alleviate the log jam.

Revenues are not going to be a problem for them you can sleep peacefully on that one, I also wouldn't expect them to necessarily make money yet as the infrastructure to accomadate more calls is fairly expensive, as are the training costs for new agents. This quite frankly is why the internet is going to be such a big boost for them, takes the burden off the call centers, and reduces the costs for booking a ticket. Has anyone bothered to look and see what George Ward was most noted for during his tenure at American (don't forget American is where Sabre was spawned).

Sleep tight.
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