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2 yr. ago

  • Customers are fairly inflexible. If you need storage or ram for 10k new servers, that's it. You have to have it. And since all manufacturers raised prices, you're going to spend more. Making matters worse, if you have to onboard another vendor to safe a few tens of thousands of dollars, you can easily spend hundreds of thousands on time and resources to go through a qualification cycle alone.

    Home computers make up a significantly smaller portion of the computer component space. So while this might prevent a person from upgrading their SSD or building a DDR 5 equipped gaming computer, that's small percentages of sales. A single corporate relationship account will buy thousands of devices at a time, larger accounts will buy tens of hundreds of thousands. A cloud operator building 10k servers with 12 channels of RAM will buy 24 dimms per server. It's a totally different game.

  • I have information directly from the three main manufacturers. Demand is down, production is down, so in order to not show losses on the balance sheet prices went up.

    TSMC did the same thing last year- raised prices by around 27% for all customers. Because demand is way, WAY down. Sadly their increase wasn't enough to stave off a drop in revenue.

    When you have the whole market cornered, normal supply and demand economics don't apply.

  • Ok. Well, people are buying all the production. But production is down. And they control the price so they raised that too.

    Welcome to free market capitalism.

  • If you were actually serving, then you realize gay people were at extreme risk for being outed. Because if you were out that was considered telling which meant you were dishonorably discharged. So there was no relief from being caught by a fellow enlisted service person.

    Back in the '90s I was commuting to Virginia for work. We used to go out in a Navy town and see all kinds of shows. In this particular town. There's a drag club that was very popular with some of the Navy guys, and wouldn't you know it? Every once in awhile someone would show up and everyone would panic and run away. They were desperately afraid of being caught and found out. Don't ask, don't tell. Did not fix that problem in any way shape or form.

    The point we were originally talking about was protecting the right to abortion. Something that society has agreed for over 40 years should be a legal right, but nobody bothered to codify it in law. Just like the equal Rights amendment, it's ignored until it can be used as a cudgel to force people to vote a certain way. If Democrats actually passed legalized abortion on a national level anytime the last 40 years, two things would be true. One, we would not be in this situation. And two, they wouldn't have the ability to brow beat us against into electing shitty candidates just to eke out a win over other shittier candidates. Who knows, they might even put up a good candidate for once.

  • Sorry, this has been going on for over four decades. You don't get to just blanket, blame white left. It's the entire Democratic party, from the states to the FED.

  • DADT welcomed more violence and forced victims to remain silent. You're out of your mind on this one. The correct answer was to allow gay men and women to serve, without question and with The same protections all members of the military had.

    Carrying water for homophobic policies is exactly the type of nonsense I expect from apologists that don't have their own standards or morals, though. I love it when this type of person jumps out from the woodwork to scold someone for actually having values worth standing up for.

  • Once a cop, always a cop. Anyway, good luck to him on his federal investigation. No doubt he'll find some way to skate on that too.

  • Ah, yes, I forgot how awesome dishonorable discharge was for vets that served their country. I forgot how many killed themselves after being outed, or fearing being outed.

    Sounds more like you don't know what you're talking about. I'm sure you think Bill Clinton did nothing wrong, too. I've never met an open and proud neo lib before. Gross stuff.

  • Alternatively, democracies thrive when people get fed up and demand change. Look at how opinions and even politics swung left after the barbaric, tragic killing of George Floyd. People should get angry about the fact it has been so long, women have gone unprotected nationally, and we as a nation have done nothing to protect abortion since Rowe. That should embarrass us as a nation.

  • Sadly the donor class doesn't hold the same values as the rest on the left, so politicians are rarely held to the standards they set. On both left and right in the US. That's how the right dupes poor people into thinking they'll get help and that help never comes.

  • Maybe they should protect them. Or do you forget when a Democrat created "Don't ask, don't tell"? If you think they're innocent in all of this, you're deluded. I just happen to be old enough to remember their sins.

  • I certainly hope that isn't the argument they're making. Because now is the exact time to make demands, especially from the left. Talking about student loan forgiveness is because of concessions that had to be made when Bernie Sanders dropped out. That's the same pathetic argument. The right makes whenever there's a mass shooting and someone wants to talk about gun control. It's the weakest most defeatist argument that could possibly be made because what that argument is saying is that your actual morals and politics don't matter. But they do.

    You can in fact have it both ways. You can make demands and still not want some right-wing nut job to get in office. This argument is exactly why abortion has not been protected by law for well over 40 years, and it's why we're never going to see it protected by law in our lifetimes. People too afraid to upset the cart and make demands of the people they're going to elect.

    Significantly more important than the presidency is all of the state elections. Without those politicians on board, the president can't do anything. Now is the exact time to demand any of those politicians wanting to be elected must agree that codifying abortion in law is a top priority. We're already seeing the effects of radical right-wing bullshit killing women because of lack of access, and I'm personally not willing to trade the lives of those women just to make some dipshit political organization happy.

  • Yup. They control the entire market and there's a decreasing number of fabs. They raise prices to ensure revenue doesn't drop and they can keep showing investors lines going up.

    It's idiotic, and it's how the industry has worked for decades at this point. Just wait till people figure out the games played by fabs, substrate manufacturers, and component suppliers...

  • It's exactly how this works, and during a quarterly review with Samsung, they literally told me they were doing this. Nobody in the industry is surprised by this.

    Not sure why you'd deny what you literally see happening.

  • By cut supply, you mean several fabs have suffered catastrophic losses and turned down production for nearly a year? Because that's what happened.

    And yes, nobody makes products when there's no demand for them. It's the basics of how they turn the screws to buyers at all times.

  • But then voters might ask why Democrats haven't passed legislation guaranteeing access to abortion or reproductive health services in OVER FOURTY YEARS, during which they had super majorities more than once.

    Start inviting questions you can't answer, and it's going to be a bad time for you.

  • Demand is way down, so they raise prices. This is the cycle that keeps repeating, and nobody should be surprised.