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Technology Stocks : IFLY - travel sales on the web pure play -- Ignore unavailable to you. Want to Upgrade?

To: Citidude who wrote (609)	4/19/1998 10:20:00 PM
From: Kevin G	Read Replies (1) \| Respond to of 4761

Should gap up... Could close anywhere from 5 to 15 in this market. I'll guess the warrants will be up 50% Plus - sometime during the day. For the year... Let's just say I have a warm and fuzzy feeling about it. -KG

To: Citidude who wrote (609)	4/20/1998 12:32:00 AM
From: Bnad	Read Replies (2) \| Respond to of 4761

I've been a frequent user of Travelocity.com, SABRE's airline reservation web site, for over a year now and have been well satisfied. IFLY's Web site consists of a page with the 800 number banners, and a link to the Web reservation system which is an exact duplicate of Travelocity (logical, since it's provided by SABRE), except that, instead of a "Travelocity" logo, it has a "SABRE" logo. It doesn't mention IFLY's numbers or any identifying brands or trademarks. Once you've left the banner page you seem to be in SABRE. IFLY's Web site is nothing new in the market. So, they need brand identity to compete. Not hard to get, but they don't seem to be taking it seriously as far as their Web site goes. With Microsoft about to enter the market, if I were an investor, I'd like to see them put a little money into Web development. My synopsis (after reading the entire 10K): a low-cost telesales travel agency (emphasis on single call center staffed by leased employees) which recently grew through an acquisition, advertises in the Yellow Pages, couple of good 800 numbers, little brand identity, that arranged to rent an Internet commerce interface from SABRE (which, by the way, also offers cars and hotels--in contrast to the company's focus on airline fares as stated in their 10K--seems like SABRE just rented them the standard package). Not bad; I arrange most of my travel on the Web nowadays and think lots of people will. But if IFLY wants to justify its value as an "internet" company, it had better hurry up on that Web brand identity, because Microsoft isn't far behind. Also--how many other companies will SABRE rent this Web package to? Rosenbluth? Every travel agency that will pay for it? Brad

To: Citidude who wrote (609)	4/20/1998 2:30:00 AM
From: Gerald L. Kerr	Respond to of 4761

FWIW, yes...the price came back up but on much lower volume than the previous high. Also, again FWIW, Worden 2000 Chart on IFLY is showing distribution following the recent high. So I'm not expecting a major surge above the previous high real soon and will stay on the sidelines until the activity settles down. Of course, further news could change the outlook real quick. But hey, folks, these are just the musings of an amateur. Gerry p.s. Anyway, the previous ride up on IFLYW was soooo nice!