4 ms·
If you asked me to estimate the weighted fraction of clients accessing cloud services using devices with retail DIMMs, I would say much less than 1%.
by jeffbee 11mo ago
If you asked me to estimate the weighted fraction of clients accessing cloud services using devices with retail DIMMs, I would say much less than 1%.
- simlevesque 11mo agoIt's the same memory wafer capacity. They're not separate.
- wmf 11mo agoYeah but Micron is only exiting the retail business. They will still sell DIMMs to Dell, HP, Lenovo, etc.
- jeffbee 11mo agoThey will probably sell Micron-label DIMMs to anyone who offers to buy 1000 of them.
- londons_explore 11mo agoThis. And they're effectively saying they've had enough of running call centers, tracing lost parcels, weirdo customers who show up at the factory, running marketing campaigns etc. A consumer facing business is a lot of overhead, and since more and more hardware now has soldered ram, it is a shrinking business too. Shrinking businesses are super hard to run - it's far easier to grow a business than shrink it whilst maintaining the same margins.
- derefr 11mo ago> And they're effectively saying they've had enough of running call centers, tracing lost parcels, weirdo customers who show up at the factory, running marketing campaigns etc. When this is a company's core complaint, then the usual strategy for getting out of the D2C business (without losing D2C revenue) is finding a channel partner willing to absorb the dealflow. I.e. turning your B2C channel into a single B2B(2C) enterprise customer.
- walterbell 11mo agoIt's not just retail DIMMS, most notebook and smartphone vendors are also impacted by NAND being redirected to datacenters.