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

To: LTK007 who wrote (11043)	12/6/1998 10:02:00 PM
From: LTK007	Respond to of 29382

my thanks to jwr_waxman for answering regards my question IFLY--- here is his answer <<<<<Date: Dec 6 1998 9:24PM EST The web site is being developed by an IBM authorized partner. Cost of the site approx $350,000.00 (great deal one of the major airlines paid 6 mill to develop an email site.) Hope this gives you a thumbs up to buy IFLY.>>>>-----regards,my giving it thumbs up--well---as a long buy and hold --yes,thumbs up as a shorterm internet play--undecided still pondering Good luck,Max

To: LTK007 who wrote (11043)	12/6/1998 10:11:00 PM
From: Amigo Mike	Read Replies (1) \| Respond to of 29382

Max, IFLY is not in the tech biz. Strictly travel agents. With the launch of the new site .... IFLY will also offer other things like car rentals, hotels .... etc. Plan your whole trip through one visit to IFLY site and save $$$$$$$. Amigo Mike

To: LTK007 who wrote (11043)	12/6/1998 10:51:00 PM
From: simarx	Read Replies (1) \| Respond to of 29382

This is the post you are referring to: post.messages.yahoo.com And, no I do not agree with vairagya, though that is my opinion. Howevet MAX90, I have not stated my view on how quickly IFLY can scale their Agent base. Your point does raise an interesting subject for DD. At first glance, I recall that Mr. Mastini stated early on that they are prepared to add another 500 agents to the Internet project. All at once? No, but maybe over a period of 6 to 9 months in my opinion. The other factor you need to consider is how much more efficient the Internet offering is. I do know from my personal experience as a tester of the pilot, it took me 3 minutes to make a reservation. On the phone it took me 8 minutes. (Yes, I tried it out.) And I was very specific and brief on the phone. I actually chatted a little over the Internet to qualify my flight schedule. So while they may triple their agents, add to that another double and or triple to agent efficiency. And that is just in one year. That would allow them to book almost a 1 Billion dollars in sales book rate after 6 months to a year of launching their site. Now, don't you think that is huge...

To: LTK007 who wrote (11043)	12/7/1998 8:25:00 AM
From: Tony van Werkhooven	Read Replies (2) \| Respond to of 29382

Max- Another IFLY question that has not been addressed- As a consolidator, how is IFLY limited in access to "cheap" tickets? Could this limit growth? Tony