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November 17, 2008
Expedia restructures - tough times ahead
Analysis of: Expedia shuffles executives, brands | www.bizjournals.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Expedia restructures - tough times ahead
Analysis of: Expedia shuffles executives, brands | www.bizjournals.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Expedia is caught between a number of not very nice pressures.
Global shrinking transactions, reduced ad expenditures, lack of blockbuster new global markets and increased competition from other OTAs as well as Suppliers. Expedia has to outperform its peers, this time however its bulk may not help...
November 10, 2008Google’s message to Yahoo: “You are not that important.” Does Yahoo understand?
Analysis of: Report: Google, Yahoo make concessions on ad deal | www.businessweek.com
Author: Dane Madsen, Consultant , Dane Madsen
The inevitable happened. Regulators killed the Yahoo-Google agreement before it started
1) There is not enough distribution for interactive ads and Google did not see this as meaningful incremental traffic to waste the time and energy fighting...
November 6, 2008Financial markets react to the historic election of Obama - what of the travel industry?
Analysis of: Asia cheers Obama win, but Europe down | robots.cnnfn.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
With the economy as a clear priority of the new administration, the
world markets reacted to the election of Barack Obama, with investors
voting with their wallets.
In Asia, the Nikkei, the major index
for the Tokyo Stock Exchange, closed up 4.5%. South Korea's Kospi
composite index...
November 4, 2008Is the reported "airline recovery" just the upside of the jetfuel roller coaster?
Analysis of: US airlines pull out of a tailspin | us.ft.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
Airlines are enjoying much lower fuel costs than they did in the summer of 2008. Perhaps the use of the word "enjoy" and the notion that recovery is around the corner is a bit like a weatherman in the middle of a hurricane talking about tomorrow's sunshine. At least that was the observation...
November 4, 2008Is the reported "recovery" just the upside of the jetfuel roller coaster?
Analysis of: US airlines pull out of a tailspin | us.ft.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
Airlines are enjoying much lower fuel costs than they did in the summer of 2008. Perhaps the use of the word "enjoy" and the notion that recovery is around the corner is a bit like a weatherman in the middle of a hurricane talking about tomorrow's sunshine. At least that was the observation...
October 6, 2008
September US airline traffic results will not be pretty - more capacity cuts to come
Analysis of: Continental Airlines Reports September 2008 Operational Performance | www.tradingmarkets.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
September US airline traffic results will not be pretty - more capacity cuts to come
Analysis of: Continental Airlines Reports September 2008 Operational Performance | www.tradingmarkets.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
CAL is the first to report September traffic and it is NOT pretty, while capacity was cut - traffic declined even further. There will be more cuts to come as load factors fall across the US System. CAL is one of the airlines better positioned to handle the downturn so their numbers are likely to be...
September 23, 2008Gmail vs. Exchange
Analysis of: Google's Office Intrigue | www.forbes.com
Author: Al Pappas, Partner, The StrataFusion Group
I agree with Paul's analysis and associated conclusions. I would also add that when Google reaches the level of reliability attained by other SaaS like suppliers (SalesForce.com, etc.) then their gmail offering will become acceptable to the enterprise businesses.
September 22, 2008HTC Android vs 3G iPhone
Analysis of: First Google Android phone to cost $199: report | news.yahoo.com
Author: Hong Jiang, President and Chief Executive Officer, HJ Solutions, LLC
China Mobile is keen on the Android phones. In addition to HTC, China Mobile has formed a joint venture with a local startup to build Android phones.
September 22, 2008HTC Android vs 3G iPhone
Analysis of: 'Android' Cellphone to Showcase Google Brand | online.wsj.com
Author: Hong Jiang, President and Chief Executive Officer, HJ Solutions, LLC
The HTC Android phone will be closely compared with the 3G iPhone. Most likely the look and feel won't be as sleek as the iPhone. However, Android phones will have the processing speed that is hard to beat. In addition, the open handset model features may not initially be impressive. ...
September 18, 2008
Airlines Selling "Free" Air
Analysis of: Airline Stocks Fly Through the Downturn | www.thestreet.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Airlines Selling "Free" Air
Analysis of: Airline Stocks Fly Through the Downturn | www.thestreet.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Airlines have been milking their frequent flyer programs and essentially selling something for nothing. But with IFRIC13 there is now a significant impact on their balance sheets. Are airlines opening themselves up for a problem that will haunt them for the future?
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