Best Buy Travel Bias Influences New Hire for President $BBY $GOOG $EBAY $MOT $EXPE

Image representing Scott Durchslag as depicted...

Image via CrunchBase

Best Buy (NYSE:BBY) finished up some outstanding business and hired a new President of the e-commerce and on-line divisions. Scott Durchslag former president of online travel company Expedia (Nasdaq:EXPE). He is also a former partner at McKinsey & Co. and has previously served as Skype’s chief operating officer prior to its sale by EBay (Nasdaq:EBAY) as well as a vice president at Motorola Inc. which partly has been swallowed by Google (Nasdaq:GOOG). Resume looks good.

But here is the bias to be concerned over. Hubert Joly the current President, CEO and Director is also from the online travel business. CW Travel Holdings long based in Minneapolis is also a major player in the travel business.  While corporations need to make sure the fit in the executive suite works you need to be concerned about too much background commonality.

The next question becomes: What do you do with the big boxes? The online guys will need big money to spend and the bricks and mortar environment is clearly not cutting it.

George Gutowski writes from a caveat emptor perspective. Follow him on twitter@financialskepti

Google Death Kiss

Image representing ITA Software as depicted in...

Image via CrunchBase

Google (GOOG) covets ITA Software and wants to buy it for around $700 million. Microsoft (MSFT) and the travel business are not so sure. They fear Google’s entry into the travel business. Travel is one of the big horseman of on-line e-commerce. People buy tickets, holidays, hotel reservations and the rest of it. Google playing the fox in the hen-house claims they will just improve the people’s choices.

Google has aroused the suspicion of regulators around the world. Every time they make a major move they are subject to intense scrutiny. ITA may want to sell. ITA may like the price. ITA shareholders probably are ecstatic about liquefying their investment. But if Google keeps running afoul of regulators when will companies starting shunning their embrace. Who wants a long controversial closings which distract from the business at hand.

Do no evil” is in danger of becoming a death kiss.

Disclosure: George Gutowski writes from a caveat emptor perspective. I hold no positions in stocks mentioned in this post.