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To: ild who wrote (146532)1/28/2002 10:21:18 AM
From: ild  Read Replies (2) | Respond to of 436258
 
Global: MacroVision 2002 -- Two Views of the World
Stephen Roach (New York)

United States: Housing Prices -- A Bubble Ready to Burst?
Richard Berner (New York)

morganstanley.com



To: ild who wrote (146532)1/28/2002 10:32:42 AM
From: reaper  Respond to of 436258
 
<<But how did you figure out that they were going to put out good numbers? >>

Hotels desperately need to fill space and so they had plenty of inventory at very good prices. I travel a lot, and talk to the check-in agents. Bookings from ROOM show up in a different system than bookings over the phone, so they know how many people are booking that way. The service is simple, easy to use, and in doing maybe 50 bookings on it I've never had a problem, and I often book same day. And, numbers had come WAYYYYY down since the 11 September attacks, and I thought they could hit the original #s (which they did).

So just good old fashioned Earlie-style "look beyond your driveway" research led me to what seemed a prudent speculation. Plus I'm just damned lucky recently <g> (I mean, a punt AND a blocked FG returned for touchdowns in the SAME GAME.....)

Cheers