Marques

Hopefully that sentence made sense.

And so if you're smaller, like if you're nothing, then you maybe deal with more fluctuating supply chain pieces.

And things like this memory shortage are a giant blinking red light on your radar because how can you build enough margin to accommodate this crazy change?

I wanted to ask you guys, do you think that because we again, we looked at this with tariffs and we saw kind of what was happening there.

Do you think that we expect smartphone prices to go up because of RAM shortages?

Or do we think that these huge companies are insulated enough that we again, well, they'll just eat that cost and try to be as stable as possible and.

Hopefully that goes down next year.

That's a good question.

I don't know the answer.

I kind of assumed everything that uses memory, whether it's a RAM stick they put in a PC or if it's memory that's in the Hasselblad camera or in Apple Silicon, it's all affected.

Cars.

This happened with the chip shortage when people realized cars use a lot of chips because they all have computers in them.

The chip shortage affects everything because everything has a chip.

And

depends on how much like your supply chain obviously and what percentage of your device is memory which is why we think cheaper smartphones mid-range smartphones are most affected because memory is an important and expensive component in that but yeah i i do think it i mean i don't know the answer but i do think it would affect apple and apple silicon but i don't i don't think they're going to raise prices because it's not a big enough component yeah i don't think so either yeah i think i see it both sides well i think one thing that we failed to consider in our earlier conversation andrew is that

So like maybe their contract goes... I was trying to think of a company that I think might be affected that's not Apple.

And Motorola came to mind because they sell a lot of two, one, two, $300 phones.

They're a Lenovo company.

They're like small.

They don't have a ton of...