People worry that Priceline (PCLN) is not doing well because of the strong dollar. They are saying that the Europeans are traveling...I like that company very much. I think Priceline is an acquisitive company, it has really filled a lot of product holes. A lot of people thought that one day Google (GOOG) would come against them. There will be this moment where Google will be a pitiless, helpless, giant.
When you look at what Priceline (PCLN) has done, it is all under the radar screen., they built this one stop shop. A very smart company. I would not bet against them.