Expedia to boost lodging offerings with Web site acquisitions

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BELLEVUE, Wash. -- With its acquisitions of Travelscape.com and VacationSpot.com through stock deals valued at a combined $179 million, Expedia.com will expand and diversify its lodging offerings, according to Erik Blachford, vice president of marketing.

Travelscape.com, a hotel consolidator, offers discounted contract rates at more than 1,200 hotels in 240 cities worldwide and operates at www.travelscape.com and www.LVRS.com (Las Vegas Reservations Systems).

VacationSpot.com, a reservations network for vacation homes, rental condos, inns and bed and breakfasts, operates on the Web at www.vacationspot.com and www.rent-a-holiday.com, with a selection of about 25,000 properties around the world.

VacationSpot.com also offers technologies that enable property managers and owners to make their inventory accessible for on-line booking.

The acquisitions are expected to close in March, subject to such steps as shareholder approval and government antitrust review. Although the details are still being worked out, Blachford said Expedia's plan is to merge VacationSpot.com's inventory into its own site, Expedia.com, so that within a few years VacationSpot.com would not exist as a separate brand.

The plan also calls for the integration of Travelscape.com's discount hotel inventory into the Expedia site but to continue to offer it through the other sites as a discount service of Expedia.

"Travelscape is more oriented to the discount traveler. Expedia is a mainstream site. We don't position it as a discount site," Blachford said.

The Travelscape.com and VacationSpot.com acquisitions are a natural progression by Expedia into offering more complex types of products and reducing dependence on air, Blachford said. He declined to specify what percentage of Expedia sales are in the hotel category, but the PhoCusWright Yearbook 1999, a comprehensive on-line market study by PhoCusWright in Sherman, Conn., estimated that in 1998, it was 10% to 15%.

Expedia's hotel inventory now comes mainly from Worldspan and Pegasus Systems, which has an Internet hotel reservations network and booking system.

Expedia also has a Hotel Price Matcher service that enables Web users to specify what they want to pay and hope a property accepts the offer.

With the Travelscape.com and VacationSpot.com acquisitions, "We are building up a marketplace so customers can access any type of lodging. And it gives us the technical infrastructure to 'wire up' the rest of the [hotel] world," Blachford said.

Hotels will be able to publish their inventory in Expedia "however they want," although Expedia is not planning to establish direct connections to hotel reservations systems, he added.

Expedia's recent initial public offering and partial spin-off from Microsoft gave it the freedom and wherewithal to enter into deals like the ones with Travelscape.com and VacationSpot.com.

"It gave us the flexibility to make acquisitions that wouldn't necessarily fit in the Microsoft core portfolio," Blachford explained.

Expedia will issue about $82 million worth of shares and options to acquire VacationSpot.com.

For TravelScape.com, it will issue about $95 million worth of shares, options and warrants and assume about $8 million in long-term debt.

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