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[Scouse]

Problem with selling wedding cakes is when the other trillion dollar organisations who want carrot cake can't get it.

Yeah, I get it. I just want to know (in this economy) why we think it's their problem...

 

[Overdriven]

Yeah, I get it. I just want to know (in this economy) why we think it's their problem...

It's their problem because they have customers who have customers.

Micron etc are selling to the highest bidder to make money, short term massive windfall. When the bubble implodes (if) and their former "best customers" basically tell them to FOAD? It'll be interesting.

Consumers mean nothing right now, but long term business reputation?

We'll see smaller fabs in the next decade challenge the big 3 and then see big players shift to them causing Micron n'co to lose share.

 

[BloodOmen]

Maximum scumbaggery


View: https://youtu.be/_r_OBG4Qijw

 

[DaGaffer]

It's their problem because they have customers who have customers.

Micron etc are selling to the highest bidder to make money, short term massive windfall. When the bubble implodes (if) and their former "best customers" basically tell them to FOAD? It'll be interesting.

Consumers mean nothing right now, but long term business reputation?

We'll see smaller fabs in the next decade challenge the big 3 and then see big players shift to them causing Micron n'co to lose share.

The long term view of the consumer is too take as much hardware away from them as possible and move it all back into the control of the content distributors. They really aren't worried about consumer opinion as direct purchasers. Even the consumer hardware people like Apple are realising they're kind of making up increasingly dubious reasons to upgrade devices, and customers themselves are voting with their feet and keeping devices for much longer. Annual phone upgrades are a minority interest at this point. We'll eventually get to (relatively) dumb devices that we only upgrade when we break them, with all the processing in the cloud.

And it will be a fucking dystopia where no-one owns anything except a few techbros.

 

[Scouse]

Micron etc are selling to the highest bidder to make money, short term massive windfall. When the bubble implodes (if) and their former "best customers" basically tell them to FOAD? It'll be interesting.

So, they've made a load of cash, then the cow dies, so:

Consumers mean nothing right now, but long term business reputation?

We want RAM, we'll start buying off them again at cheaper prices. They don't need us to like them - but there's only three of them, so we're going to suck that dick - hard.

We'll see smaller fabs in the next decade challenge the big 3 and then see big players shift to them causing Micron n'co to lose share.

Good. Lets hope so. But you're talking billions to make a fab, so it'll be big boys anyway.

 

[BloodOmen]

View: https://www.instagram.com/reel/DaHwpCdxVw9/