Margi Patel

is really going to be a deflationary factor when you're dealing with real assets like a generator.

Well, I think that's a trend that's going to continue for a while.

We think of memory chips as being commodity chips that when demand is good, they overbuild and the prices come down.

And this time it's been very different because the demand for memory chips is so extremely high.

And there are only a handful of producers of memory chips.

And even they are being very, very slow, cautious consumers.

to add capacity.

So I think it's just going to be a feature that the price of memory chips is going to be higher than we're used to, and we aren't going to see that extreme cyclical up and down in that sector that we've seen.