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                             Amazon.com Inc. (AMZN $222.86) Amazon.com Inc. (AMZN $222.86)
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                             Salesforce Inc. (CRM $256.65) Salesforce Inc. (CRM $256.65)
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                             Box Inc. Class A (BOX $31.85) Box Inc. Class A (BOX $31.85)
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                             Dropbox Inc (DBX $28.76) Dropbox Inc (DBX $28.76)
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                             Black Box Corporation (BBOX $1.09) Black Box Corporation (BBOX $1.09)
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                             Fastly Inc. Class A (FSLY $7.98) Fastly Inc. Class A (FSLY $7.98)
            Q:   In your reply to Dan regarding Amazon and high valuations you mentioned being cautious on companies with “commodity like” businesses receiving high valuations. 
Could you give a couple of examples with a couple of explanatory comments so members will have a guideline on these things and know what to watch for.
Thank You for your great service
Clarence
    Could you give a couple of examples with a couple of explanatory comments so members will have a guideline on these things and know what to watch for.
Thank You for your great service
Clarence
 
                             
                             
                    