Ask anyone who has priced a server in the last six months. Quotes that used to hold for thirty days are now valid for a week, sometimes forty-eight hours. Configurations get re-quoted between the proposal and the purchase order. This is not normal market noise. Something structural has changed. The “something” is a memory. DRAM contract prices rose 90 to 95 per cent in the … [Read more...] about Hybrid Was Strategy. The Memory Market Just Made It Arithmetic

