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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Lizzie Tudor who wrote (88394)	1/10/1999 1:41:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Michelle, do you recall a few weeks ago my characterization of your observation about the necessity of comoditiztion of the product to make e-commerce profitable as a brilliant insight? I still believe that. It was one of those rare moments that provided me with an epiphany! And I still believe that. But companies like AMZN violate those requirements which you so astutely set down. Before you get so excited about the mechanics of inventory flow, I think it would be wise to examine the number of different SKUs in the inventory. IMO Dellfan is absolutely right. We are witnessing a herd mentality, and some day soon, like those roadrunner cartoons, Wiley Coyote will look down and realize that he has run off the end of the cliff. Only then will he begin to fall. TTFN, CTC

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