Dronamraju Ravi Prakash

IACI announced that they are going to spin off expedia into a seperate company. I love this :) They were a bit late, but nonetheless they are being smart. Travel industry - while competitive - still has a lot of efficiency to be extracted out and lot of revenue for a player like expedia.
Kinda weird though - buy a high growth company, fold it in, then spin it off. Good news is that the new Expedia has
a) Expedia
b) Hotels.com
c) Hotwire


I want a piece of Expedia. Now the challenge is to figure out which position i have to get out, to get into IACI. So I am getting out of PRZ (@2.91) and i might have to get out of other stocks.
Any opinions on prospects of OSTK? I might get out of that too