Booking Holdings (formerly Priceline) Message Board

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Technology Stocks : Booking Holdings (formerly Priceline)

BKNG 4,691

-1.9%

3:59 PM EST

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To: Tom Hua who wrote (1109)	5/4/1999 10:23:00 PM
From: ChinuSFO	Read Replies (1) of 2743

<<...Chimnoy, since PCLN is worth more than UAL and Delta combined, I wonder how the two airlines compare in terms of ticket sales? Wouldn't surprised me if UAL and Delta sell 186,000 tickets in just an hour.>> Would you happen to have the cost of doing business for PCLN and for both UAL and Delta? Would you happen to have the inventory risk foe PCLN and Delta/UAL? What would UAL/Delta do on a economic downturn? PCLN is soon going to diversify into other businesses soon. Would UAL/Delta diversify to care care of the economic downturn situation. Cash flow for UAL/Delta versus PCLN. I am sure investors have already taken a hard look at these scenarios and have let the stock of PCLN run up to levels such that PCLN's valuation today execeeds those of the airlines. Something to think about before you let your feelings run wild and believe you to declare that PCLN would soon run down to 55.

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