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Technology Stocks : Travelocity/Hidden Internet Play? -- Ignore unavailable to you. Want to Upgrade?

To: John Liu who wrote (3)	7/14/1998 10:01:00 AM
From: Markas	Read Replies (1) \| Respond to of 10

Hi John. No, it is not a pure internet play, but that "may" be why it has been relatively undiscovered by the masses. Travelocity is just one of the products from one of four divisions within The Sabre Group. The Sabre Group itself is approx 85% owned by American Airlines which controls approx 110mil class B common shares versus approx 22 mil class A common shares in the public float. Be aware that the figures available through Yahoo Finance and elsewhere seem to ignore the class B shares and report erroneously low outstanding shares and high cash on hand per share. To check out Travelocity yourself go to Yahoo and click on travel. This will take you to a Yahoo fronted page running Travelocity's service. From there, you can go directly to the Travelocity home page by clicking on their logo. The fact that Yahoo links directly to Travelocity indicates to me that most people who use Yahoo will be more likely to go to Travelocity than elsewhere. This combined with the fact that the service is much faster than competitors, more effective, and user friendly. I don't believe anyone can claim top gun in the industry of online travel reservations, it's being fought for right now, primarily by Travelocity and Microsoft's Expedia service. The recent reviews of Travelocity gained attention when it trounced Msft's Expedia in independent tests comparing ability to locate cheapest fares. It was the hands down winner. One of the advantages Travelocity has, is to already have the database necessary for the task, not to mention it's association with Yahoo. Other travel sites must compile this information directly from the airlines, other providers similar to TSG or TSG itself. I am not familiar with the provider of the travel service on AOL, which I have also heard is effective. I guess that's another research project.