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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: LTK007 who wrote (11039)	12/6/1998 9:25:00 PM
From: LTK007	Read Replies (4) \| Respond to of 29382

This poster seems to have far less grandoise view of IFLY than SiMarx-----he is an IFLY long from the Yahoo! thread--but I see I failed to copy the posters handle--but it is post 15155 ----- 15155 of 15171 I don't think we're going to see IFLY going after becoming a major brand name. The reason is that they simply cannot scale up their operation by installing another server and fatter data pipes, their operation relies on human beings. And human resources is their biggest single cost. So IFLY isn't going to go out there and brand themselves as one of the BIG THREE TRAVEL COMPANIES. Because they couldn't expand fast enough to handle that. IFLY is going to take some very nice, profitable slices from the pie. They will grow at a good, steady rate - never, ever overextending themselves. If they go after major brand name status then they'll be seeing tens of thousands of visitors to their website - they aren't geared up for that yet. Now in about 3 years we could see a different situation. With IFLY having steadily expanded their operation and having an excellent reputation for great prices. And course we might see a good amount of cash with the company due to more stock being issued etc. THEN they might pursue major brand status. They will not be another Amazon.com - because IFLY focuses on making money - not losing it.