I think that the travel business is their core business right now and that they're going to add to that over time. As they add to that, they're going to be less dependent on it. But in the near term, it's still very important to their stock. |
In a weak market they are not positioned well. |
It has really gotten beaten down from a value perspective. It's a way to get a more diverse approach to the infrastructure in the B2B market, right now. |
Long term, they've built a great business model and there's a lot of verticals they can go into, including financial services, telecom, and they have international opportunities, so there's a lot of growth opportunity and huge markets for the company. |