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Micron Announces Exit from Crucial Consumer Business

investors.micron.com

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Re: Micron Announces Exit from Crucial Consumer Business

#261

Post by seanmcdirmid »

markhahn wrote: post #248
seanmcdirmid wrote: post #233

Earlier quoted context omitted.

Apple CPUs come with their own GPUs on die and RAM in the chip package now. How much more is going to be put on the chip and assembled in increasingly fine grained processes?

You must surely know that Apple didn't originate any of that.

Yes, for sure. But it’s they’ve made it the norm, I don’t think I’m going to buy a more traditional computer again (unified RAM judt works so well for local AI), and the computer markers are going to adopt it completely eventually.

Re: Micron Announces Exit from Crucial Consumer Business

#262

Post by bigstrat2003 »

mh- wrote: post #176
tharkun__ wrote: post #162

Earlier quoted context omitted.

Not my experience. I've been able to go to a local store to buy PC components for more than 35 years now and last did to upgrade the RAM in the laptop to be eligible for Win11. Online only was not cheaper and local store had it available same day. Local store does have online presence and is a chain tho. Mouse replacement on a weekend coz old one broke same story (button smashed in and not usable at all any longer).…

I'm curious where you live. Anecdotally, this is the opposite to the experience of everyone I know.

I'm not the same person, but I live in Denver and I go to a store to buy my components. We have a Micro Center here and I enjoy having a physical location I can go to, so I make sure to give them my patronage when I purchase stuff.

Re: Micron Announces Exit from Crucial Consumer Business

#263

Post by adrian_b »

Aurornis wrote: post #190
walterbell wrote: post #20

Earlier quoted context omitted.

Should countries have a upper limit on the ratio of server:client memory supply chain capacity? If no one can buy client hardware to access the cloud, how would cloud providers survive after driving their customers to extinction? It shouldn't be possible for one holding company (OpenAI) to silently buy all available memory wafer capacity from Samsung and SK Hynix, before the rest of civilization even has the opportun…

> Should countries have an upper limit on the ratio of server:client memory supply chain capacity? If no one can buy client hardware to access the cloud, how would cloud providers survive after driving their customers to extinction? You mean a central planning, command and control economy? There is a lot of history of countries trying these things and they don’t have the outcome you want. DRAM manufacturing is a glob…

Any market where the prices are negotiated is a bad market.

That means that it is a market where there is an asymmetry of power between vendors and buyers, caused by the fact that the vendors know more than the buyers, i.e. only the vendors know the right price for their products.

Therefore in such a market there are winners and losers among the buyers. Those buyers who buy quantities great enough to have negotiating power and who have knowledge about the right prices can buy at those prices, while the other buyers are fooled by the vendors into paying excessive prices.

The fact that the big-volume buyers deserve discounts has nothing to do with price negotiation. In a good market, where there is enough competition, the volume discounts can be public and available for anyone.

Also, a public auction for a product where the demand exceeds the offer has nothing to do with a secret price negotiation.

Any vendor who promotes price negotiation is a vendor who desires to steal money from its customers, instead of performing a mutually advantageous exchange.

Re: Micron Announces Exit from Crucial Consumer Business

#264

Post by healthy_throw »

squigz wrote: post #259
lenkite wrote: post #246

Earlier quoted context omitted.

> I'm curious where you live. Anecdotally, this is the opposite to the experience of everyone I know. Actually, his experience is the standard PC enthusiast experience for the vast majority of DIY'ers in many nations. And is now subject to threat if businesses catering to consumers shut-down.

> Actually, his experience is the standard PC enthusiast experience for the vast majority of DIY'ers in many nations. I have to genuinely question this. I haven't heard of anyone I know buying PC components at a physical store in like 20 years, and I know people from various nations.

Last local walking distance shop closed earlier this year (city in Germany). Used to go there for parts needed on short notice: mouse, cables etc. Not sure if there are many left now in this city that stock components like motherboards, gfx cards or RAM.

Re: Micron Announces Exit from Crucial Consumer Business

#265

Post by boston_clone »

squigz wrote: post #259
lenkite wrote: post #246

Earlier quoted context omitted.

> I'm curious where you live. Anecdotally, this is the opposite to the experience of everyone I know. Actually, his experience is the standard PC enthusiast experience for the vast majority of DIY'ers in many nations. And is now subject to threat if businesses catering to consumers shut-down.

> Actually, his experience is the standard PC enthusiast experience for the vast majority of DIY'ers in many nations. I have to genuinely question this. I haven't heard of anyone I know buying PC components at a physical store in like 20 years, and I know people from various nations.

I've bought memory (16 GB DDR4), storage (2 TB NVMe), and various peripherals from BestBuy within the last five years.

Re: Micron Announces Exit from Crucial Consumer Business

#267

Post by lenkite »

squigz wrote: post #259
lenkite wrote: post #246

Earlier quoted context omitted.

> I'm curious where you live. Anecdotally, this is the opposite to the experience of everyone I know. Actually, his experience is the standard PC enthusiast experience for the vast majority of DIY'ers in many nations. And is now subject to threat if businesses catering to consumers shut-down.

> Actually, his experience is the standard PC enthusiast experience for the vast majority of DIY'ers in many nations. I have to genuinely question this. I haven't heard of anyone I know buying PC components at a physical store in like 20 years, and I know people from various nations.

I am guessing you purely stick to the mobile-phone/corpo-laptop crowd then ? Finding PC enthusiasts should not be that difficult. They are legions of them all over the world - not just in the developed nations.

Even normal folks upgrade RAM. My aunt did so last year for her old desktop PC. PC components are available in the local computer hardware market of any nation. (Though admittedly, most people buy parts online nowadays and local hardware markets are shutting down)

Re: Micron Announces Exit from Crucial Consumer Business

#268

Post by Auracle »

deathanatos wrote: post #170
drdec wrote: post #138

Earlier quoted context omitted.

> Micron is chasing AI glory. Sounds to me like they are using the tried and true method of selling equipment to the people rushing for gold

Perhaps, but when the gold rush is over and the demand for shovels falls, you've now salted the earth you're returning to.

People aren’t going to care. They’ll re-enter the market, perhaps with a new name, and people will have no qualms buying their stuff.

Re: Micron Announces Exit from Crucial Consumer Business

#269

Post by squigz »

lenkite wrote: post #267
squigz wrote: post #259

Earlier quoted context omitted.

> Actually, his experience is the standard PC enthusiast experience for the vast majority of DIY'ers in many nations. I have to genuinely question this. I haven't heard of anyone I know buying PC components at a physical store in like 20 years, and I know people from various nations.

I am guessing you purely stick to the mobile-phone/corpo-laptop crowd then ? Finding PC enthusiasts should not be that difficult. They are legions of them all over the world - not just in the developed nations. Even normal folks upgrade RAM. My aunt did so last year for her old desktop PC. PC components are available in the local computer hardware market of any nation. (Though admittedly, most people buy parts online…

> I am guessing you purely stick to the mobile-phone/corpo-laptop crowd then ? Finding PC enthusiasts should not be that difficult. They are legions of them all over the world - not just in the developed nations.

No. I'm a PC enthusiast myself, as are most of those people I know. I run an online (PC) gaming community.

> (Though admittedly most people nowadays just buy online and local hardware markets are shutting down)

Literally what I was saying.

Re: Micron Announces Exit from Crucial Consumer Business

#270

Post by lenkite »

squigz wrote: post #269
lenkite wrote: post #267

Earlier quoted context omitted.

I am guessing you purely stick to the mobile-phone/corpo-laptop crowd then ? Finding PC enthusiasts should not be that difficult. They are legions of them all over the world - not just in the developed nations. Even normal folks upgrade RAM. My aunt did so last year for her old desktop PC. PC components are available in the local computer hardware market of any nation. (Though admittedly, most people buy parts online…

> I am guessing you purely stick to the mobile-phone/corpo-laptop crowd then ? Finding PC enthusiasts should not be that difficult. They are legions of them all over the world - not just in the developed nations. No. I'm a PC enthusiast myself, as are most of those people I know. I run an online (PC) gaming community. > (Though admittedly most people nowadays just buy online and local hardware markets are shutting do…

Then I misunderstood what you were saying. PC community has actually increased over last few years as people have become dissatisfied with the big-2 consoles.
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