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RAM Shortages Reshape Channel Economics: Interview with Howard Davies
The episode centers on sustained component shortages in the IT channel, specifically RAM, which are expected to last for approximately two years. Dave Sobel and the CEO of Contextworld review the immediate and projected impacts, citing that shortages are driving manufacturers to allocate available components to higher-priced machines, hollowing out mid-range offerings. The result is a decline in unit sales, particularly in the consumer segment, offset by increases in average selling prices. Vendors may see overall revenue growth despite fewer units sold, but questions remain about whether…
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