Hi,You make a good point, but I don't think the analyst was suggesting any kind of price fixing. I think what they meant was that the vendors need to try to be smart about serving the market and not just flooding it with inventory. Still, it is rather a fine line, I agree. The problem is that starving out a competitor with high volume/low cost might short-term give consumers an advantageous price, but long-term cuts the level of competition and ultimately makes consumers prisoners of a limited number of suppliers.
Good analogy...table food and DRAMs.
Table food is a just a commodity unless some the supplier or distributor do something unique (locally grown, organic, great display/service in the grocery store, etc.). Otherwise just the price of the commodity.
DRAMs...just a commodity for now.