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Re: None

Tuesday, 04/23/2024 10:20:29 AM

Tuesday, April 23, 2024 10:20:29 AM

Post# of 189443
I know it's been opined on here before by others, but I wonder how much "group think" (the exaggerated word might be 'collusion') goes on among the many players behind the scenes as well. Tier 1s/foundries are in competition with one another but also cooperating with one another and certainly this underscores the "complexity" of coming to terms that ML keeps referring to. Sure, big companies want to beat each other out, but they also don't want to upset or put at risk the gravy train that has led to the meteoric rise some of these hyperscalers have seen in their businesses. New tech means there will also be some losers. My guess is that if we had a 100% pure competitive environment in the classic sense we'd see perk-based transceivers out in the market already.
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