John Siracusa

And what counts the most is like, what does it take for me to get into one of these?

What is the base price?

Is the base config good?

And this base config is $1,100, 16 gigs rang, 512 gig SSD.

That's a pretty good base config and it's $100 less than that same config with an M4.

So you're getting a better SOC.

All the other specs are the same and it's $100 less.

So I think that's a good deal.

Even if it is, there is no more like $1,000 or $999 pricing option for this computer.

Yep, they held the RAM upgrades, they're normal, ridiculous prices, although now that RAM is ridiculously increasing, they're not as ridiculous as they were.

As we said when we discussed this ages ago, we don't know the details of Apple's deals, but...

Very often they have made deals where they lock in a price for a certain volume of components for a certain period of time.

And it is plausible that every computer that we're talking about today still benefits from a price they locked in before RAM prices went crazy.

But that's not going to be true forever.

They will have to eventually negotiate new deals for new periods of time for new RAM at new prices.

And if the prices haven't dropped by then...

I would expect some changes, not necessarily to those changes to be reflected in the RAM upgrade prices, but for Apple to shift around other things to make sure that they try to maintain margins.

You'll hear that on their earning calls.

We don't talk about their earning calls, but they always talk about what their margins are.

But of course, they talk about their like overall margins.