The appeal of Expedia and Orbitz eludes me


The appeal of Expedia and Orbitz eludes me

Filed under: Products and services, Insiders, Consumer experience, Competitive strategy, Marketing and advertising, Expedia Inc (EXPE) I don't share my colleague Eric Buscemi's enthusiasm for Expedia Inc. (NASDAQ: EXPE). The second IPO in four years for Orbitz Worldwide Inc. doesn't thrill me either. Online travel is a commodity business where people's sole loyalty comes from whoever gives them the lowest price. While in theory that's great for consumers, that's lousy for investors. The travel sites are big advertisers because they need to convince people that they are different from one another and that they can offer better bargains then each other and the service providers. ...

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