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GLG News by Experts in the Leisure & Lodging Council

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Chicke FitzgeraldSeptember 9, 2008
Totally myopic view of the travel industry will not stimulate growth
Analysis of: Sector Snap: US online travel stocks mostly fall | biz.yahoo.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
Orbitz stock fell 7.2% on Thursday, largely attributed to the fact that 87% of its bookings are US domestic and 74% of their product sold is comprised of air tickets. Priceline also fell, but not as substantially.  Only Expedia reported a rise in value. The following facts substantiate this observation...
September 8, 2008
Brick and Mortar Agencies
Analysis of: Sector Snap: US online travel stocks mostly fall | biz.yahoo.com
Author: GLG Expert Contributor
Online Travel Demand may continue to decline. Consumers are looking for greater expertise and accountability for their big dollar travel purchases.
September 8, 2008
Online Travel Industry Has Limited Future Potential
Analysis of: Sector Snap: US online travel stocks mostly fall | biz.yahoo.com
Author: GLG Expert Contributor
As currently structured and focused, the online travel industry has limited potential for growth in sales and profitabilty. The industry offers very little in the way of benefits to the consumer or the providers of travel services.
September 3, 2008
Terrible PR
Analysis of: GM Sues to Recoup $450K in Employee Discounts | www.forbes.com
Author: GLG Expert Contributor
When GM is offering "employee discounts" to everyone, this seems like a terrible PR move.  I mean, seriously $450K is hardly a footnote on GM's balance sheet.  As a former Congressional Hill staff member, I can tell you that this will not play well when GM asks to be bailed out.
September 2, 2008
A Mature Virgin Desires an Old Midland
Analysis of: Virgin Atlantic ready to take on BA | www.telegraph.co.uk
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
The proposed commercial alliance of British Airways, Iberia and American - lets call it BAAABI represents a strong consolidation on the most lucrative part of the Transatlantic market - UK-USA. Virgin Atlantic and its chairman have been waging a "BA-AA No Way" battle for years. Now its very intense....
August 25, 2008
A NEW PROPERTY FOR STATION CASINOS - A GOOD OMEN IN A DOWN ECONOMY
Analysis of: SUN CITY ALIANTE-ABUZ WITH CASINO ANTICIPATION | www.lasvegassun.com
Author: Ron Lodge, Former Senior Marketing Executive (former), Venetian Casino Resort Inc
This property construction was started prior to the drop off in business. It's not the best scenario for an opening, however, it should stimulate some new business for this company. It's in a rather new residential area and should help the community it serves very well.
August 25, 2008
Austrian struggles as deadline approaches
Analysis of: Austrian struggles to find strategic partner | uk.biz.yahoo.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Today all interested parties must submit their expressions of interest to acquire the Austrian Government's 43% shares in the former national carrier Austrian Airlines. Any party can express interest but it has been made clear that Lufthansa is the preferred family member to win. There is a small chance...
Chicke FitzgeraldAugust 25, 2008
Until we get to "intent-based, situationally relevant" search, there is no vision
Analysis of: Is Microsoft's Vision of Search Enough to Catch Google? | www.businessweek.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
We are still in the world of Search 1.0 at best.  As long as search engines don't care what my intent is or what my current circumstances are, then I will still get 563,000 results when I enter Travel Tampa in a search bar.  Is there anyone out there that really thinks that this is effective...
August 25, 2008
IT SEEM THAT TROPICANA ENTERTAINMENT MAY FINALLY BE HEADED IN THE CORRECT DIRECTION
Analysis of: TROPICANA BUYER GAMBLED BIG ON '06 BUY - FELL HARD | www.lasvegassun.com
Author: Ron Lodge, Former Senior Marketing Executive (former), Venetian Casino Resort Inc
New top man at Tropicana Entertainment, Scott Buterra, has handled his new duties with efficiency and care for employee's.  A good start for a company that had it's head buried in the sand since being purchase by Bill Yung in 2006. Even having paid more than market value for Tropicana Entertainment,...
August 19, 2008
THE MACAU ECONOMY HAS BEEN EXCELLENT - WHY PUT A DAMPER ON GOOD TIMES??
Analysis of: TRYING TIMES LOOM FOR SANDS IN MACAU | www.lvrj.com
Author: Ron Lodge, Former Senior Marketing Executive (former), Venetian Casino Resort Inc
Is it my imagination or does China not have both oars in the water? Why try and curtail the profit structure of a very viable industry serving their country well? It's time that the policies of China work to help industry rather than hamper it. Hard to figure their motives...

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