Expedia Inc. (EXPE)

All Comments on EXPE

  • commenter
    yury shar
    Apr 03 08:25 PM
    Google-Expedia Deal Seems Very Unlikely [view article]
    All fair points, but are we overlooking that Expedia happens to own tripadvisor.com and few other sites like travelpod.com. All these heavily trafficked sites share the reliance on ads for revenue and together dominate travel information sector. If I was Google I would after these assets for sure. Reply
  • commenter
    Iceberg
    Apr 03 12:53 AM
    My Website
    Expedia Soars On Unfounded Rumor [view article]
    What did Google have to do with watching videos uploaded by amateurs? Nothing, yet they acquired YouTube. Reply
  • commenter
    Lisa
    Apr 02 05:06 PM
    Expedia Soars On Unfounded Rumor [view article]
    Totally agree with your take on Google. There's no sense to them acquiring Expedia. Reply
  • commenter
    growthvalue
    Mar 26 06:01 PM
    Canaccord on Online Travel Stocks: Buy CTRP, Hold PCLN, EXPE; Sell OWW [view article]
    You should look at UTVG.OB before CTRP.
    Much better value.     Reply
  • commenter
    Ralph F
    Mar 25 04:49 PM
    Canaccord on Online Travel Stocks: Buy CTRP, Hold PCLN, EXPE; Sell OWW [view article]
    Eric, any thoughts of your own on these stocks? Reply
  • commenter
    User 165182
    Mar 18 10:29 AM
    Click Fraud Claims 28% Of Search Ads [view article]
    This is a misleading headline - if this was in print you'd have to retract it!! In your own article you point out that the 28% figure is only contextual ads; paid search figures are closer to 20% Reply
  • commenter
    liquideagle
    Mar 02 02:18 AM
    Under The Radar News - Friday [view article]
    "Firms including Apollo, TPG, Blackstone (BX), Bain Capital and KKR are raising tens of billions of dollars; hefty new contributions from sovereign wealth funds are more than compensating for a lack of domestic investors."

    If this is the case why hasn't Blackstone closed the Alliance Data Systems deal? Where are the acquistion announcements? And where are they getting the money?     Reply
  • commenter
    Richard
    Schweitzer
    Mar 01 12:55 PM
    Under The Radar News - Friday [view article]

    For the life of me, I can't understand why those affected don't grasp that the "two classes" of risks insured by MBI, Ambac, et al can be reinsured separately, without "breaking up" the issuer of the primary coverage.

    Two separate "syndicates" (a la Lloyds) could be assembled. One from the Calpers and other Muni-related funds (whose flow of funds derives from Muni borrowings in large measure that are a major source of payrolls). The other from the financial institutions that are exposed to "valuation" adjustments in this era of uncertain or absent pricing.     Reply
  • commenter
    Tom B
    Mar 01 11:00 AM
    Under The Radar News - Friday [view article]
    "Think of this number. If just 5% or even 10% of those buyers purchase Macs "

    Nowadays dual booting, for full speed Windows is a very viable option for people nervous about going "cold turkey". I     Reply
  • commenter
    BMWTwisty
    Feb 29 12:26 PM
    Under The Radar News - Friday [view article]
    > this doesn't feel like a saturated market to us." Doing the math reveals
    > Apple (AAPL) managed to convert another 3% of Americans into iPod
    > owners last year.

    Think of this number. If just 5% or even 10% of those buyers purchase Macs or iPhones you'll continue to see major upside to this stock and Apple's profits. Not an unrealistic scenario.     Reply
  • commenter
    Jay
    Feb 22 10:38 AM
    Click Fraud Claims 28% Of Search Ads [view article]
    Thanks for including that map. I had always suspected Mongolia was a haven for click fraudsters, but it looks like I was sorely mistaken. Reply
  • commenter
    Lisa
    Feb 22 10:00 AM
    Click Fraud Claims 28% Of Search Ads [view article]
    I find this really hard to believe. What's the motivation of the hordes of people guilty of click fraud? Reply
  • commenter
    Michael
    Jan 23 04:27 PM
    My Website
    Comparing Internet Companies' Productivity [view article]
    i agree with Long Short Guy. The only relevant metric is either gross margin or net margin per employee. Also, if you assume that this revenue per employee was a key determinant of stock value, you would expect to see a higher stock price for CNET based on the above table. Reply
  • commenter
    Long-Short
    Guy
    Jan 23 03:33 PM
    Comparing Internet Companies' Productivity [view article]
    Interesting table, but revenue per employee might not be the right metric as it boosts Amazon and Expedia which have far higher cost of goods sold. Better metric might be gross margin dollars per employee or even net margin dollars. Yahoo would look much better on that metric, as it has virtually no cost of goods sold. Reply
  • commenter
    fedup
    Jan 23 03:11 PM
    Comparing Internet Companies' Productivity [view article]
    Is there a scale that shows how much they are paid versus how much they actually do? If so, where would Yang and others fall on that scale? Sure, he only makes $1 a year (wink) but what about some of those others? Surely a pruning off the top is worth more than a huge chunk out of the trunk of the tree. Probably where the cuts really need to made, since this is a company that seems to lack any decent leadership or management. They could save millions of dollars. The kind like those already wasted on Semel, and so many others smart enough to have cut and run already. Reply
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