ochungry said:
no I am not kidding, maybe just paranoid.
send me one those you're having, maybe I calm down
I have two Opterons...one boxed 146 from Monarch that I bought because the stepping they were shipping was known to clock well. I knowingly paid $201, plus shipping...again, because I was certain of the stepping.
The second, a 144 was purchased in our Classifieds from Zork, for $155. Again, a known stepping.
In my mind while I could have perhaps gotten an Opteron cheaper by waiting, I chose the known stepping over the possibility of savings. My call, others might choose to do differently.
I would like to go back to this theory of resellers going around and buying up all the available Opterons.
For starters you have maintained that there is no actual shortage, just a manipulation of supplies and an underlying hoax/rumor to falsely create the demand. On the other hand you are claiming these same resellers are going around buying up all of the available retail stock in order to jack up the prices. There are several holes in those assumptions that I would like to comment on.
First problem is that if there is no termination of production and hence no shortage as you claim, then there is no way that the resellers going around buying up inventory could corner the market and jack the prices because the resellers that just sold them their inventory would turn around and restock from their distributors, hence the market would not be cornered and the jacking up of prices would be limited.
Secondly, lets go back to the resellers buying up the inventory of the other vendors...they have now purchased inventory at
retail prices, not wholesale prices so if they sell an Opty 144 for $200, but paid $145 for the shipped unit, plus the cost to hold that inventory (interest on bank loans or lost earning on banked funds...either way there is a cost of holding stock for sale that is above and beyond the cost of purchasing the inventory), then their profit might be $55 on a unit, before holding costs.
If on the other hand, if they purchase it for the $110 price that you claim is AMD's cost to the resellers (based on what was posted on the other thread...I have not verified this nor intend to...it is close enough for the discussion) and sell it for the $155 that is listed by TankGuys (one of those that you have alluded to of being part of this conspiracy), then their profit per unit is $45, before holding costs. That $10 per unit differential is hardly in the range that would lead most business to jump through hoops and occupy their time and enery, at the expense of the rest of their operations, searching for all available inventory, especially...since based on your opinion that there is no shortage...the other resellers would simply restock and these guys would be left holding large quantities of unsold cpus.
I just don't see sufficient motivation ($$$) for any reseller to go out and do this. Again, just my opinion, but one based on 30 years of accounting and banking experience.