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GLG News by Online Travel Agency and Industry Experts (North America)

Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Breaking: Kayak Raises $196 Million, Buys Rival SideStep (www.techcrunch.com)
Two leading search players combine in the US market Costs will be slimmed so that two marginally profitable companies will become nicely profitable Challenge to Google is timely
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Airlines predict flat traffic over Christmas (www.msnbc.msn.com)
US Majors and all US based carriers in general face a series of threats to the growth of consumer spending in Travel. The long decline of the dollar is making the players attractive to overseas based investors particularly other airlines based outside of the USA. Unless you are a big gambler - the US...
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Lufthansa JetBlue scene (us.ft.com)
Lufthansa rescues jetBlue from its malaise. Watch out United - time to get your house in order Does this really mean a chance for the British Airways and American Airlines to consumate their union?
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Kingfisher Airlines posts Rs 577 cr loss on cost flap (economictimes.indiatimes.com)
Kingfisher one of the largest airlines now in India and clearly destined to be a survivor has just announced a whopping big loss. They have now absorbed Air Deccan the original LCC but the yields are just not there. What does this mean for the market in general and for India as a whole?
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: SkyTeam duo take on BA to Seattle (www.telegraph.co.uk)
LHR will become extremely crowded starting in March of 2008. Clear winners are likely to be the Skyteam Alliance. Will there be significant revenue impact on the incumbents?
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Olympic Airlines' Future in Question (biz.yahoo.com)
No reasonable solution is left for the ailing Greek Carrier The only option appears to be the "Sabena" Solution.
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Air France, Air One lead charge for Alitalia; Lufthansa opts out (www.atwonline.com)
Alitalia is still a very sick company with endemic problems across the whole organization. Bloated Labor, Ageing fleet and lots of competition. What chance for a successful outcome of this auction?
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: More US Airline Consolidation Only A Matter Of Time: Analysts (online.wsj.com)
jetBlue was the darling of the market in 2003 Q3. Now it is one of the dogs languishing at all time lows. This was not meant to happen, this analysis looks at the airline and options for its future.
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Gulf airlines place massive aircraft orders at Dubai air show (www.iht.com)
Emirates chooses A350XWB. Qatar shifts to Boeing with large order for 787 NAS orders 20 A320s
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Battle for Heathrow to NY flights (www.telegraph.co.uk)
Slot committee meets this week at LHR to finalize the 2008 summer season. After the meetings we can expect to see new highs in the value of a Slot pair (Takeoff and Landing) at the World's busiest international airport If the price goes very high then it will put BMI into play.

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