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To: Robert Rose who wrote (77922)	9/21/1999 2:48:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

>>the problem I have with pcln is that I feel Walker is giving away the store to maintain revenue growth. The evidence says otherwise.

To: Robert Rose who wrote (77922)	9/21/1999 3:11:00 PM
From: dbblg	Respond to of 164684

OT PCLN >>The other problem is the basic business model. Have to disagree w/you there. The amazing thing about PCLN is that they have had so much success with air tickets, whose prices are governed by some of the more advanced pricing algorithms used anywhere. BTW, while I have never used PCLN for air travel--and probably never will--I use them for hotel rooms in big cities and have been very happy with the results. The results are typically slightly better than what I get haggling with the reservation desk, and the process is certainly more efficient. I have been disappointed by how slow PCLN has been to roll out new services in a meaningful way. For example, I thought the mortgage offering made perfect sense. Mortgages are very inefficiently priced, and providers have no clue what people will pay for various tweaks and terms. Unfortunately, last time I checked, the application process wasn't very user-friendly, and, at the end of it all, the number of terms you could specify in naming your price was very limited, meaning PCLN was squandering the advantages the technology affords it. (No position in PCLN at the moment, but generally bullish on it.)