Expedia Inc. (EXPE)

All Comments on EXPE

  • commenter
    SeekingAlpha
    Editors
    Feb 21 03:50 AM
    My Website
    Earnings Schedule and Estimates for Wednesday, Feb. 15 [view article]
    We're looking to expand our coverage of transcripts next quarter. The fastest way for a new company to get covered is for investors to contact them and ask them to email me to request coverage. Reply
  • commenter
    SeekingAlpha
    Editors
    Feb 16 08:26 AM
    My Website
    Earnings Schedule and Estimates for Wednesday, Feb. 15 [view article]
    Hi Joey:
    Both transcripts are coming.
    Thanks.
    SA Editors     Reply
  • commenter
    SeekingAlpha
    Editors
    Dec 22 05:59 AM
    My Website
    Comparing Valuations for Internet Stocks (ADBL, AMZN, CNET, EBAY, EXPE, FTD, GOOG, IACI, MNST, NFLX, VCLK, WBMD, YHOO) [view article]
    Is Audible really growing 460% in the next year? Wow. Is that Citi's number, or the company's? Reply
  • commenter
    Ezra Marbach
    Nov 29 01:21 PM
    My Website
    Ctrip: An Acquisition Target? (CTRP) [view article]
    I received the following comment:

    Pretty remarkable article, considering IACI looked at CTRP first, decided at $36/shr it was too pricey, and went to LONG and Tang instead....and we're talking over USD $1B now for CTRP....

    I think the possibility of CTRP being bought out is one that needs to be considered, but I can't see EXPE being the buyer, given the fact they looked and passed before.

    CTRP and LONG won't/can't merge without EXPE absorbing CTRP (or EXPE shedding LONG to another buyer and getting out of China completely).

    Just went back to the prospectus, as I kinda sorta recalled some non-competition language about IACI (and sucessors) travel businesses.

    As it stands, EXPE would need to sell LONG (which they can't do until next November) to buy CTRP (or for that matter, to support a CTRP/LONG merger).

    Looking at EXPE's B/S, I just can't see that happening. Barry took the cash to IACI...

    Prohibited from owning any other travel interests so long as they have a 15% economic interest in LONG.     Reply
  • commenter
    Michael
    Nov 29 12:18 PM
    My Website
    Ctrip: An Acquisition Target? (CTRP) [view article]
    Wild -
    Can you put a link to the filings?     Reply
  • commenter
    wild
    Nov 29 09:48 AM
    Ctrip: An Acquisition Target? (CTRP) [view article]
    I would say it shows how ignorant the writer of this article is considering the deal between IAC and elong is well presented in the sec filings. If someone closely follow it, he or she should know the 1st and 3rd options suggested here are almost impossible. Just bury your head into the filings then you will find the two options are almost nonsense. The 2nd option may have a chance to survive if CD is willing to throw in a pool of cash. Reply
  • commenter
    whistler
    Oct 21 01:12 PM
    comScore September Traffic Data: More Detail (AMZN, CNET, EXPE, IACI, GOOG, MNST, UNTD) [view article]
    Having read your pieces on CNET on the Internet Stock Blog, I was
    wondering if you have any opinion on the stock coming into Q3 on
    Monday.     Reply
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