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didibustoday at 1:26 AM1 replyview on HN

What they mean is that they bought 40% of all RAM production, they managed to do that by simultaneously making two big deals at the same time. It's buying up 40% of all RAM production with the intention to have most of it idle in warehouses that is "dirty". And in order to be able to do that, they needed to be secretive and time two big deals at the same time.


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roadbustertoday at 1:39 AM

> It's buying up 40% of all RAM production with the intention to have most of it idle in warehouses

They have no incentive to purchase a rapidly-depreciating asset and then immediately shelve it, none

They might have to warehouse inventory until they can spin-up module-manufacturing capacity, but that's just getting their ducks in a row

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