electronic components
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 12, 2025 by Michael Dell · across every show →
Everything said about electronic components, oldest first
Oct 12, 2025 positive
Fast inventory turns create massive structural cost advantages in deflationary hardware markets
“Now, the other reason this is important is because it turns out that the price of electronic components Generally goes down, right? And, you know, it's a pretty predictable thing. And so if our components are five days old, and the competitor's components are …”