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Subject: UKNM: RE: lastminute.com
From: Ian Tester
Date: Thu, 23 Mar 2000 09:40:53 GMT

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stew wrote -

"------------------------------

Date: Tue, 21 Mar 2000 08:30:59 -0600
From: Chinwag <owneratchinwag [dot] com>
Subject: RE: UKNM: lastminute.com

My thoughts - invade America! They have to expand quickly or they'll never
get the value the shareholders crave. I think it's been said before but
lastminute where trigger happy on their IPO. As we say at Scient - go big or
go home."

This has always intrigued me about lastminute - why no American play? if
you're going to spend salary costs on ripping open bits of europe, then why
not hit the states, where the market's established, and the language/culture
problems are far easier to overcome. . .just think of the 2-300% healthier
size of their revenue if they'd cracked it

now i wonder whether it could have anything to do with the size of the writ
they could see arriving on their desks from the likes of
lastminutetravel.com??? or perhaps someone else has already wrapped up
distressed inventory, and they've decided it isn't worth the effort?

i

Ian Tester, Business Development, boo.com
Log on to http://www.boo.com/ for a chance to win a Spring wardrobe
worth 3000
boo.com Group Limited, 136 Regent Street, London W1R 6HJ, UK
T + 44 (0)20 7959 4445 M +44 (0)7880 557692 F +44 (0)20 7950 0951 E
ian [dot] testeratuk [dot] boo [dot] com


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