Subject: Re: Race - ferrari
thanks for your views Jim...

my brother (ferrari owner and fan at the time) also argued the "strip mining " point.. and it is relevent, just not sure its there yet...

in terms of numbers produced...Its not a correlation, but the world (until a few days ago ) was minting more and more Millionaires etc, so as TAM is increasing, so should SAM, imho....its still not a lot of cars v demand. what they are doing is much more cistomization, where margins are very high, and unique factor gets some preservation to the buyer...
all IMHO of vourse,