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To: Robert O who wrote (2562)11/7/2002 12:52:04 PM
From: Sam Citron  Respond to of 13403
 
OT EXPE

The relative strength is amazing. NYT Circuits had a brief blurb today comparing EXPE to Orbitz and Travelocity sites in booking last minute travel bargains. It was a pretty lame article, but I was surprised that PCLN was not even mentioned. I don't have much direct experience in this category as I'm grounded with two infant children. Keep in mind that Orbitz is owned by a consortium of airlines and Travelocity is owned by Sabre group, the airline reservation folks. So EXPE really is different. Or maybe the distinguishing feature is Barry Diller. I'm just not that impressed. BWDIK.