John Siracusa

Because, again, the long-term contracts, the fact that these products are still well within a reasonable window of a long-term contract, and if any company on Earth...

has room in its RAM margins to absorb a RAM increase in its Apple.

Because their prices have been, like, we did the math on it a while ago, it was like 6.5 times market prices or something.

Like, they had room.

They had room in there.

And, you know, I just think these products, this generation, even though they're being released now, these have been in the pipeline for a while.

I just think these don't, we don't see a reflection of the changes that you just described, Marco, in these products.

And if they do need to, again, with the OLED models, if they do need to absorb that cost somewhere, I feel like they'll shave the cost somewhere else and leave their RAM prices somewhere.

We'll see.

And this is another quite slightly baffling one.

The storage prices have gone down a little bit, which is only baffling because we're in the weird world of Apple.

Like everywhere else in the industry, of course, storage prices go down year over year because you can get bigger SSDs for less money over time because that's how technology progresses, right?

Yeah.

Not in Apple land.

They just keep the same prices forever and ever.

The only reason the prices changes, like eventually one of the sizes falls off the end because it becomes too embarrassing even for Apple to ship.

And that did happen.

Like they dropped some of the lower configs, but here on the MacBook Pro M5 Pro and M5 Mac MacBook Pros,

A config with a one terabyte SSD is now $100 cheaper than it used to be.

And going from one to two is $200 cheaper than it used to be.