30 Sep
2023
30 Sep
'23
2:48 a.m.
On Sat, 30 Sept 2023 at 09:42, Mark Tinka <mark@tinka.africa> wrote:
But when everybody upgrades, memory and processor unit prices decrease.. Vendors gain from demand.
I am yet to see that trend...
Indeed. If you look like 10k/10q for Juniper their business is fairly stable in revenue and ports sold. so 1GE port costs the ~same as 1TE port, not more, not less. If there was reduction in port prices over time, then revenue would have to go down or ports sold up. Of course all this makes perfect sense, the sand order doesn't affect the sand price, all the cost is in people thinking how sand should be ordered and then designing machines which put the sand together. -- ++ytti