IFLY - travel sales on the web pure play Message Board

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Technology Stocks : IFLY - travel sales on the web pure play

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To: LTK007 who wrote (3123)	12/31/1998 2:52:00 PM
From: M.R. Davis	Read Replies (2) of 4761

MR Davis's cautious and reasonable presentation of IFLY Damn! I thought I was hyping! Seriously.... if you're a trader IFLY might cause you pain, if you're an investor it's highly likely you'll be having a very merry New Year. Very bizarre that the site and news is not up yet today. But in this game patience is a virtue and if you've researched this stock you know what you know. IFLY is solid. And in so many respects they are much stronger than PVTL - but bury them... nah! The Internet Travel Sector is one big cake getting bigger. IFLY is going to take a nice size slice and (and here's their brilliance) turn a big profit on it. PVTL does not seem to have a business model to compare to IFLY in terms of profitability. I can't see how, unless they get commissions raised (which they are lobbying the government to do) they are going to turn a profit. And advertising is not going to solve their problems..... That would be weird a travel agent that sells airline tickets as a loss leader to their main business of selling advertising. The really BIG QUESTION is: How long can IFLY sustain the lead? There is nothing they have that someone else can do. No unique products and patents. However I believe they have a 9-12 month head start on anyone else and the management team, composed of the young and dynamic Mastrini and many older but highly experienced airline veterans, will keep ahead of the pack and expand quickly enough to steal a big chunk of the pie. Also remember they have no special advantages in the telephone sales side (except customizations to their turboSABRE reservation system) yet through great management, experience and clever negotiations with the airlines and SABRE they are rated in the top 100 travel agents in the country having come from nowhere. The strongest asset is not IRIS, which could be copied, but management. Sorry this is investor talk. You want trader talk. Errr...... Small float. Going up. BUY!!!!!!! BUY!!!!!!

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