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Given their choice not to hedge memory prices early for the steam machine, I am not sure they have a great track record when it comes to predicting which way th
by blitzar 3mo ago
Given their choice not to hedge memory prices early for the steam machine, I am not sure they have a great track record when it comes to predicting which way the prices will be going.
- dgellow 3mo agoThe current approach from manufacturers is „you accept the price or we never talk with you again“. It’s cartel behavior, there is no room for negotiation
- blitzar 3mo agoThey should have accepted the November 2025 prices - 50% higher than the mid 2025 price but half the prices they paid.
- aurareturn 3mo agoCartel behavior? You mean supply and demand?