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


To: chirodoc who wrote (1010)5/5/1998 2:33:00 AM
From: Mr. E2u  Read Replies (1) | Respond to of 4761
 
Hello all

I've been following this thread/stock for a while and I think this company will do well and is cheap relative to other similar "internet" companies especially Preview Travel (PVTL). I think that in the long run (outside of PVTL's obvious advantages of size and stronger presence on the internet) that this stock could be valued in the same price range of PVTL and that it could have an edge on them because of the simple fact that people ALWAYS want to confirm a flight with a human!! I know this because I live in Japan and fly a lot.

I've been a customer of Preview Travel and found their service to be very good. Yet I was nervous because I couldn't confirm my flight with a Human and I also couldn't get an additional email confirmation that the ticket would be sent to my brother's address instead of mine, even after I emailed them 2 or 3 times. I finally got it confirmed by my brother who emailed me when he got the tickets.

I don't think the human interaction that is already the base business of ifly can be underestimated in regards to their success on the internet.

Today I tried booking a flight from Osaka, Japan to Sao paulo, Brazil and ran into some problems with "ease of use" on ifly's website. I figured out the problem and also sent them a suggestion (as a stockholder) that I believe will make it easier for a first-time customer to book a flight. In general their website is comparable to preview travel's but is lacking in flare and is a little bit clumsy. I don't think they are big problems and I'm certain they are working hard on channeling their energies to be more of an internet-oriented company.

I've been in and out of ifly warrants and stocks and have done very well with timing, which is pretty unusual for me. Currently I'm waiting to buy in again two more times. I will buy in again very soon because it looks like we will be/are basing above or near $8 although I was looking to get in again in the $7-$8 Zone. I will also buy in again if I like their earnings and 10k.

Regards
Pheonix




To: chirodoc who wrote (1010)5/5/1998 2:36:00 AM
From: Mr. E2u  Read Replies (2) | Respond to of 4761
 
Chirodoc
Thank you for the news. When did it come out? Do you have a link to it?

Thanks
Pheonix



To: chirodoc who wrote (1010)5/5/1998 6:05:00 AM
From: blankmind  Respond to of 4761
 
- Granted, the internet isn't going to make IFLY go from losses to profits in one day. I don't think anyone here even suggested it.

- But what the internet can do is open up potential new sales.

- I really think the article is too negative on flights over the net.

-



To: chirodoc who wrote (1010)5/5/1998 8:31:00 AM
From: Turboe  Read Replies (1) | Respond to of 4761
 
IFLY does LOW COST ticketing with consolidators to get CHEAP airfare-- not just bookings. HOW can you all NOT know that!?!?!?



To: chirodoc who wrote (1010)5/6/1998 2:19:00 PM
From: LAWRENCE C.  Read Replies (2) | Respond to of 4761
 
IMHO, the Dow Jones Newswires article provides some reasons why we aren't trading higher.
First there is concern about competition from the airlines themselves and from other online travel sites. Also as was mentioned in a previous post the name your own price site. By the way I heard an ad on the radio this morning for them.
Second commission margins are very important to IFLY both in it's regular 800 business and in the internet potential. Any reduction in commission levels has a significant impact on potential earnings.
Lucky Lawrence