GLG News by Cruise Line Experts

Following Nokia's recent investment in Navteq and Apple's announcements last week about having full GPS on the iPhone, T-Mobile announced an investment in DeCarta, a leading provider of mapping tools and location based services. In the article, DeCarta CEO Kim Fennell states that he believes that Nokia...

All key metrics are still up (occupancy, demand, supply, average daily room rate), but what impact  will the economic downturn and reduction in airline supply have on the hospitality industry? Air travel represents less than 12% of all travel in the US today by Americans, yet all tools in the industry...

Paraphrasing President Bill Clinton's campaign strategist, James Carville... It is the Loonie stupid!  It is also the economy, price of gas. The reverse phenomenon is occurring in the US...where it is the dollar stupid!

The legacy airlines are struggling to survive the rapid and substantial increases in fuel costs. The industry's old business model (high fixed costs and low variable costs) has been destroyed by the high fuel costs. The survival of this industry, with proper regard for the interests of their customers, is...

While the economists  wait for more data before  declaring a recession, the affluent market has clearly recognized the poor state of the economy. In a new survey of the wealthiest 10% of US households, the index of 52 for current business conditions represents a sharp drop of 56 points from...

- Current Fee structure is illogical. Airlines pay 90% of the cost for two-thirds of the usage. - The Air traffic control system is going to get far worse with the continued growth of corporate aircraft and "very light jet" (VLJ's) -Airlines pay for 90% of the air traffic control system and use...

*    Will the Bush administration or the next administration approve   approve any airlines attempt to merge? *    Unions and communities will fight any merger attempts. *    Other carriers like American and Southwest will...

*Service will get worse...I know that is hard to imagine. *Fares will go up. *Communites will loses both Hubs, flights and jobs. *If it happens it will be Delta merging with Northwest and United merging with Continental and no one want US Airways

The GDS industry, which earns its money primarily from the travel agency community (both online and offline) booking airline tickets, has been said to be totally commoditized and destined for decline.  In 2005 (the last year that all reported their earlings publicly), globally the GDSs processed...

In July of this year TomTom acquired TeleAtlas for $29.39 per share or $2.7b USD (28x EBITDA).  Today, Nokia paid $78 USD per share or $8.1b for Navteq (35.7x EBITDA). What value can they both now extract?   With mapping services like GoogleMaps, Mapquest, Yahoo!Maps and even AAA's TripTik...