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Technology Stocks : Navigant International (FLYR) -- Ignore unavailable to you. Want to Upgrade?


To: M. Frank Greiffenstein who wrote (319)1/5/1999 6:41:00 PM
From: David L. Carter  Read Replies (1) | Respond to of 725
 
I think part of the perceived problem is the travel agency market in general. Travel is going up but the Airlines are going direct and cutting commissions. This combined with other low-margin competitors that work via the web will create pressure on pricing margins for full-service shops. Since FLYR derives most of their revenue from non web based sources this is perceived as a weak point.

FLYR will need to build using their strengths; existing relationships with customers, vendors, etc and develop sticky proprietary web enabled applications the build an integrated value add process.



To: M. Frank Greiffenstein who wrote (319)1/5/1999 8:11:00 PM
From: Terp  Respond to of 725
 
Doc, glad to have you here. I was in DRIV with you early and I left too early. I like FLYR also and I agree, it is hard to argue with all those insider buys. This company certainly looks undervalued....



To: M. Frank Greiffenstein who wrote (319)1/5/1999 9:14:00 PM
From: TLindt  Read Replies (1) | Respond to of 725
 
>>>I like this company...

Figures...A.W., Dave, Myself and a few other are camping out here. Looked like a good place to pitch a tent.