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Comment by shibapuppie

18 hours ago

"It is probable"

So RAM manufacturers will turn down company B's $2M offer for company A's $1M offer because company A "needed it more"?

I'm actually done discussing this...

My comment is about B offering 2M when normally the price of that RAM was around 1M. Most probably B has a way to get > 2M value from that RAM.

  • This is a misunderstanding of bubble markets to an extreme degree.

    In a bubble market where B has massive amounts of capital allocated to it in a way that will likely collapse in the future than it's very likely they will never recuperate the 2M they put in the RAM. Instead buyer A that would get at least 1M of usefulness if not more, gets far less, crippling their business. Then when B collapses a ton of RAM is dumped on the market for far less than 1M cratering the RAM providers business for years.