MavericK
Zero Cool
- Joined
- Sep 2, 2004
- Messages
- 31,892
I think saying that stock would be low is kind of a given and isn't saying much at all. The point he made about prices "ballooning" in October (the word he used) hasn't really happened. The way I interpreted what he was saying was that the actual MSRP of cards (not just the $700 price but in general) was going to be raised by AIBs, which is not what happened. Instead, what did happen is AIBs prioritizing production and sale of higher-end models with an MSRP of over $700, because the margins are likely better. This isn't prices "ballooning", the MSRP of those higher-end cards was always what it was going to be, just supply on those cards is better than the lower-end cheaper models due to AIBs wanting to make higher margins on them. So I guess you could say ultimately what happened was that people are buying cards at higher than $700, but the prices didn't magically go up, or even change MSRP on any of the already-existing card SKUs. So the result is the same, but not for the reasons MLID suggested.
I don't think we are going to see a massive supply drop in the next two weeks, either, and he was pretty adamant about that being the case. But I guess we still have two weeks to see if that happens or not.
I don't think we are going to see a massive supply drop in the next two weeks, either, and he was pretty adamant about that being the case. But I guess we still have two weeks to see if that happens or not.