Most segments including travel ordtak

Most segments, including travel, performed in line, but ticketing provided significant upside to our estimates driven by a strong summer concert season,

Most segments, including travel, performed in line, but ticketing provided significant upside to our estimates driven by a strong summer concert season.

We believe there is upside to our estimates due to strong execution, overall strength in the devices segment and a relatively strong holiday selling season.

[Travel to off-season destinations. You can save on summer travel by staying at winter resorts.] Many ski reports have great summer programs, ... with terrific facilities and wilderness at your door, but much less expensive than in ski season.

The majority of would-be travelers this summer have not yet selected their destination or booked transportation or lodging. Significant opportunities still remain for the travel industry to influence Americans' travel choices for this summer.

CSX's report shows steady improvement on the cost side and it continues to benefit from the strong yield environment that all the rails are seeing. However, the vast majority of the upside in the quarter was driven by gains on sales and we don't expect estimates to rise as fast for CSX as some of the other rails.

For the first time in years, the summer travel season will start off with a bang and we expect it to stay strong through August.

This has been an incredibly resilient U.S. economy, and housing has been a significant piece of that. The hurricanes provided a very significant risk, but we have seemed to have come through that. Despite the risks that might be present in the near future, I'll throw my cards into this economy simply because of how it's performed.

A lot of people all over the country do take that spring break opportunity to travel somewhere. Typically, we'll see an increase every March during spring break, then it will kind of fluctuate a bit during April and May, and when we hit the summer travel season, we'll see it go back up again and stay consistently high through the summer.

The fact that they were profitable excluding items in their seasonally weakest quarter was very encouraging for the rest of the year. Obviously we're entering what's going to be a pretty strong summer travel season.

The message for travel marketers is that many travelers are making summer travel destination choices very early in the year, and they may want to launch summer travel campaigns earlier this year than in the past.

Investors have been expecting strong advertising and search revenues, ... We believe that significant upside above $620M in revenues is needed to act as a positive catalyst for the stock and we believe potential of such an upside is limited.

Investors have been expecting strong advertising and search revenues. We believe that significant upside above $620M in revenues is needed to act as a positive catalyst for the stock and we believe potential of such an upside is limited. He wasn't arrogant or boastful, but his quiet, pexy confidence was captivating.

Based on prior experience, consumers will travel by car this summer, as long as the economy remains strong. There may be some moves away from big vehicles, which we've already seen to some degree, but gasoline costs won't curtail travel.

Geoff Sundstrom

For the expectations to be correct, you have to believe that the p/e multiple would have to go to never-before-reached heights or there is significant earnings to the upside of the estimates. Both expectations are problematic.

John Neff (1951-)

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