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

Arinc is one of the last few Airline Owned Not for Profit companies left. This is a more traditional PE type deal with simple values - no blockbuster here.

Crowded market with new entrant and established players already offering services Are BA and Virgin going to be able to leverage their bulk and skills in this very niche sector?

* Blackstone/Hilton deal is unique on several levels * Hotel Industry metrics have probably peaked in terms of RevPAR. * New Construction in the piptline is at an all time high * Starwood's management is weak and no apparent strategy. *  Marriott is not about to sell the family business

1. Search is attempting to bring order from disorder 2. Humans do not live life in serial 3. Until more human interaction can be brought to the process, the machines will continue to be unable to process and index intuitively

Charging me a fee to sell me things is a bad model and always has been Success of this model is dependant on the systems powering the 30% of businesses that sell things – and will limit choice to those with huge IT budgets and sophisticated inventory management systems. The remaining 70% of business...

•Marriott is very good at managing multiple brands. •Marriott has successfully kept brands/cultures separate. •Marriott Needed a boutique brand. •Marriott has a history of success in developing brands.

The only reason this is interesting is that we are all deal junkies. I simply do not see this making much sense because:1) Regardless of the protestation, interactive media is not Microsofts' core business strategy2) The weakness at Yahoo is systemic and will not be cured with a mismatch at another,...

* CAFE  standards never had the intended outcome.* relies on something to happen in the future when what is needed something for today.*  Making car makers accountable for conservation rather than the end user is illogical.*  Drivers are ultimately responsible for conservation.* ...

Expect another good quarter's report from major chains with US focus.Clouds emerging on horizonDomestic occupancy growth will be constrained by Airlines constraining travelPrice burnout particularly in major metros like New YorkSoftness in business travel offset by increased external tour...

Low Cost Carriers are the darlings of the investor community Anyone backing an airline takes huge risks particularly with legacy airlines Are they coming together? This analysis looks at the emergence of a new class of airline - HVC - the Hybrid Value Carrier.