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Lets consider what is always quoted as what will succeed in the B2B & B2C space. Travel. So if one were to look for a company would these be the sort of factors fools would like.

50% market share in online travel bookings
40% Market share in s/ware sales to travel agents
A company with a proven track record but yet is a new company and also owns and operates the worlds largest reservation system.

Sabre meets all this criteria and more and is trading at a P/E of below 13.00.

There is no doubt that if the B2B & B2C travel industry is going to delever on its promise, then Sabre is in a better position than any other company in the world today!!

And yet here is the stock lanquishing at its current price while other online travel e-tailers are trading at incredible prices and they do not even turn a profit.

If online commerce in travel is going to succeed then I am expecting big things from this company which is perfectly positoned to maxmise on the advantages it already has in both veritical and horizontal markets

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