Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: simarx who wrote (3961)	1/18/1999 10:34:00 AM
From: John Martin	Respond to of 4761

Let's not forget that the "Internet Phone" is happening now. Give it another year, and the technology will be usable. IFLY agents will be able to communicate via the interactive pages and phone. I agree with the post from MindsKeeper, IRIS is ahead of the curve. -John

To: simarx who wrote (3961)	1/18/1999 11:45:00 AM
From: Alex MG	Respond to of 4761

also nice post from the Yahoo Board: by: Crorier (M/Stone Mountain, GA) 28676 of 28715 the IRIS model is still an extension of their phone business. It will likely increase both the topline and the bottomline. But internet multiples are given to companies which effectively eliminate the human involvement bottleneck and can cause explosive topline growth merely by advertising and investing heavily in bandwidth and attractive Websites to attract eyeballs. Despite all the talk of interactive websites being the next hot thing, once you introduce service attendants in a self-service world, there are limitations. I am long IFLY, but I am not expecting Internet multiples. Bloom is coming off the Internets anyway. I have stayed off this board, as any balanced/realistic view is considered as a ploy to get in lower (as if this can really be done by posting a message). I have no intention of buying more IFLY and have set exit targets for a reasonable ROI, which I think will be achieved based on results. Hyping this stock only attracts short sellers. A look at the chart gives any new investors the impression that this is a pump-and-dump type of stock - favorite of mo-mo daytraders and shortsellers.

To: simarx who wrote (3961)	1/18/1999 11:47:00 AM
From: Alex MG	Respond to of 4761

another nice post from the Yahoo Board: Crorier... exactly right by: amg00 28690 of 28715 Excellent common sense post, which is rare on this board. IFLY doesn't deserve internet mulitiples because >>IRIS model is still an extension of their phone business.<< Plus the fact that when you log in to IRIS you generally are on a waiting list to talk to agent, therefore not much advantage over the phone business. Why wouldn't they have an automated booking system in addition to IRIS? Makes no sense. IFLY is still just a small telemarketing business. All the longs continue to hype IFLY $40 stock, they are as bad or worse than the trash mouth shorts. IFLY will be lucky to ever get out of single digits again. After waiting 8 months for the website to come out there's nothing left to hype.

To: simarx who wrote (3961)	1/18/1999 7:35:00 PM
From: PHG	Read Replies (3) \| Respond to of 4761

Simarx, I can't see anything even close to $40 this year, maybe next year if they have a bunch of wild cards hidden up their sleeve. Their whole business foundation is based on the use of contracted use of software. For any reason what so ever it stops, they are out of business. This and a lot more were mentioned in the last report, should someone like to read it for them self. This is not a stock with it's own foundation but one totally dependant on use of the Sabre reservation system with a relatively short contact. Their own report raises this issue repeatedly with expressed concerns as a warning to stockholders. The theme of IFLY's cheap fares has merit in certain segments of purchases of airline tickets. But based on my recent use of their site and the lengthy conversation concerning their appeal or lack of appeal to the broad range of customers, I can find little to distract me from using the other major competitors that I have used in the past. Disadvantages discovered by one recent phone call. 1) You must own a computer to use IRIS or its back to the telephone. 2) The wait on the phone line is too long; I don't wait in lines. 3) The cheap fares are last minute or red eye flights, not great for planning ahead or comfort. 4) They aren't doing business with Delta and US AIR. 5) The flat rate discounted ticket becomes more valuable with multiple ticket purchases, families and groups. 6) IRIS doesn't allow use without an IFLY attendant. 7) The IRIS software loads at 1/3 the speed of other travel software, very slow. 8) You can't use promotions, vouchers and coupons. 9) They can't use electronic ticketing. These are just some reasons not to use IFLY. The 800 Travel System is the poor man's travel company. From a stockholders position, I realize my view is an unfavorable one. But I have made money on IFLY on run ups but it now has little support for its price and is risky as a hold. If a person isn't trading stocks like this one they can get trapped into becoming a long. Don't put your last dollar into it. If the market experiences a correction you could see the repeat of what happened just 2 months ago. Fair warning that's all. An objective investor Phil