The Serpent Rider wrote on Today, 05:35:
Microsoft doesn't really care about that, because they are driving up the prices too. The bulk of their OS sales is OEM, not end customers.
What are OEMs going to be selling when 8GB of RAM costs $300 or just flat out isn't available?
HP's stock price is down 40% from one year ago. Dell is just about even with one year ago but is down more than 30% since their peak in late October when the public started realizing how bad this shortage was going to be.
They will continue to tank until they can convince investors that they are going to "lead in AI" like all of the other companies that are doing well right now. And once\if they do that, they will probably work hard to decrease their reliance system sales, at least for a while. Remember, a huge percentage of customers (most decently sized businesses I would say) just replaced all of their computers to beat the big "end of support for Windows 10" date in... late October. Most of these computers will not need replaced for several years (until support contracts are up, at the earliest). So, in that time, Dell, HP, etc. will have to sustain themselves by selling whatever people can actually afford to buy when DRAM and storage prices are continuing to skyrocket... or switching gears to some kind of AI nonsense that ends up being profitable.
Microsoft is also down ~15% since their peak at exactly the same time as Dell's in late October, and they aren't even directly reliant on hardware availability for the most part. You'd think that their value (and the value of the OEMs) would have shot up once the big scary Windows 10 end of support date arrived *, in anticipation of a continued increase in sales to replace millions of unsupported computers, but none of them did. They are all moving in the opposite direction of the stock market in general.
I am not an expert on any of this, obviously, but these companies (unlike nvidia) don't just generate money. It has to come from somewhere, and if no one is interested in buying any of their products because they don't need them enough to pay 3x what they paid last year, the companies like Microsoft, Dell and HP who aren't increasing in value will have to do something different.
This isn't the GPU shortage with a bunch of complaining gamers. This is "I wonder if we can build office computers with just a big CPU cache and a mechanical hard drive, with nothing in between?" kind of stuff. 🤣
*It wouldn't have made as many headlines if they'd just told everyone how to enroll in the ESU program for free.