> Becoming the cheap option is likely the beginning of a death spiral...
Maybe. I didn't suggest becoming the cheap option I suggested re-evaluating its premium pricing strategy in the short-term to reflect current and future customer value. Margin stickiness seems to be a built-in bias similar to the sunk-costs fallacy.
Server-side Neoverse is a threat but a slow-moving one. I'm assuming that "Breakup" (going fabless) will not show benefits for many months if not years. Price seems like an obvious lever; perhaps I'm being naive about pricing but it's not obvious to me why.
Maybe. I didn't suggest becoming the cheap option I suggested re-evaluating its premium pricing strategy in the short-term to reflect current and future customer value. Margin stickiness seems to be a built-in bias similar to the sunk-costs fallacy.
Server-side Neoverse is a threat but a slow-moving one. I'm assuming that "Breakup" (going fabless) will not show benefits for many months if not years. Price seems like an obvious lever; perhaps I'm being naive about pricing but it's not obvious to me why.