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"limited supply goes to the buyer who need it the most"

No? It goes to the buyer with the deepest pockets.



it is probable that you don't get the deepest pockets by wasting money. anyone that pays so much for memory means they expect to get even bigger value from that.


"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.




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