Totally myopic view of the travel industry will not stimulate growth
September 9, 2008
Sector Snap: US online travel stocks mostly fall | biz.yahoo.com
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 about the online industry being myopic in its approach to the travel marketplace. • Just 15% of US overnight travel is by air • 85% is by car, motorcycle, RV or other • Just 8% of all travel in the US is for pure vacation travel to top 100 destinations • Just 26% is business travel • That leaves 66% that do day trips, weekend jaunts close to home, visit friends and family and "life event" travel (weddings, funerals, sports tournaments, graduations, family reunions, etc.) to the other 86,900 cities, towns and villages in the US. The online players (and their offline counterparts alike) virtually ignore all but the vacationing and business travelers.
Until we get to "intent-based, situationally relevant" search, there is no vision
August 25, 2008
Is Microsoft's Vision of Search Enough to Catch Google? | www.businessweek.com
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 search?
August 5, 2008
Cisco Won't Buy EMC, Will It? | www.informationweek.com
I believe that both Cisco and EMC are expanding their base technologies to translate Data into meaningful Information. They both have capabilities to analyze and direct Data into predetermined and structured storage and processing domains. The translation of Data into meaningful Information for businesses are key value propositions.
Not so fast for mission critical apps.
June 18, 2008
Is Google your next data center? | www.computerworld.com
Some things will be cloud based, MSFT, GOOG and AMZN are all betting on it. for middle market companies having computing in the cloud may make sense. But it comes with risk
Who will win - the device manufacturers, the carriers or the applications providers?
June 16, 2008
T-Mobile invests $6m in deCarta's location based platform | www.thestandard.com
Following Nokia's recent investment in Navteq and Apple's announcements last week about having full GPS on the iPhone, T-Mobile announced an investment in DeCarta, a leading provider of mapping tools and location based services. In the article, DeCarta CEO Kim Fennell states that he believes that Nokia and Apple will introduce their own set of location based services, but that they will be tied to a particular device. Since T-Mobile is device agnostic as a carrier, it will be interesting to see what they have planned to leverage the investment in DeCarta.
Impact of Airline Capacity Cuts on the Hospitality Industry
June 6, 2008
Hotel CEOs Lament Softening Demand, Foresee Some Discounting | www.btnmag.com
All key metrics are still up (occupancy, demand, supply, average daily room rate), but what impact will the economic downturn and reduction in airline supply have on the hospitality industry? Air travel represents less than 12% of all travel in the US today by Americans, yet all tools in the industry are air-traveler centric. Hospitality executives cite reduction in weekend demand and softening of business travel midweek. They do not look at tools (other than online itself) at playing a role in driving traffic to their brands.
International Travel to Canada is down for the same reason International Travel to the US is up YOY.
May 27, 2008
Travel to Canada hits 5th straight record low | www.thestar.com
Paraphrasing President Bill Clinton's campaign strategist, James Carville... It is the Loonie stupid! It is also the economy, price of gas. The reverse phenomenon is occurring in the US...where it is the dollar stupid!
Focus Wireless's Business Model
March 18, 2008
Focus Media's Subsidiary Accused Of Sending Chinese Spam Wireless Messages | www.chinatechnews.com
Simply put, Focus Wireless collects mobile subscriber numbers and private information through legal or illegal means, processes the subscriber data into categories such as business owner, car owners, bank VIPs, etc... Focus Wireless then tries to target the mobile subscribers with targeted advertisements via spam SMSs. The SMSs are sent out by its subsidiary companies or its partners. The problem of Focus Wireless is the scale to which they have employed this kind of questionable business practice. They claim that they can reach 200 million subscribers. The CCTV's investigation has created a discussions and debates on the Internet on where the boundaries lie for SMS-based targeted advertisement.
Funding of the air traffic control system should be doen on an equitable basis
March 5, 2008
Senator Sees FAA Funding Blocked For Year Over User-Fee Issue | online.wsj.com
- Current Fee structure is illogical. Airlines pay 90% of the cost for two-thirds of the usage. - The Air traffic control system is going to get far worse with the continued growth of corporate aircraft and "very light jet" (VLJ's) -Airlines pay for 90% of the air traffic control system and use only two- thirds of the system. - This proposal being considered is based on user fees which is far more logical, and equitable.
The airline mergers is not nessarily a "done deal" ...many obstacles remain
February 6, 2008
Airline Merger could bring anything | news.enquirer.com
* Will the Bush administration or the next administration approve approve any airlines attempt to merge? * Unions and communities will fight any merger attempts. * Other carriers like American and Southwest will likewise lobby against any mergers. * Premises for mergers is not valid since there are too many profitable network carrier that are smaller than any of the individual carriers that are in play.
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