upvote
Yes, I really do think that.

Suppose you have a warehouse full of widgets. You bought them them for $450 each, and sell them for $500. You're really happy with this profit, and you can just keep selling them at $500...forever, right?

But then, I get my own warehouse and fill it with widgets that I bought at $400 each because I entered under better market conditions. And I really want to sell these widgets -- they aren't making me any money when they just sit there taking up space and burning rent.

So I price these widgets at $475, to attract customers. It works; the widgets are flying off the shelves. And they're being purchased by people who used to be your customers, and I'm making even more money per-unit than you are.

What's your next move? Do you want to keep losing customers to me, or do you want to adjust your price to be more competitive?

reply
Price wars are a race to the bottom that everyone loses. In reality, such oligopolies follow a kinked demand curve.

A new entrant isn't guaranteed to now price at $475. They'll see the incumbent being successful at $500. Now they price at $499 rather than trigger a destructive price war. Companies collude on this quite frequently. When everyone keeps their prices high, all get to enjoy the big margins.

Outside of that, ok so you have a warehouse full of widgets you need to move fast. So you undercut, and sell out. If demand is still bigger than your supply, you're now out of capacity, customers are going back to buying for $500 from your competitor. That means you've mispriced your limited inventory, so now you raise your prices up to closer to $500 because it helps you control your capacity, and also you know the market can clearly bear it.

Anyway, those are obviously overly simplified scenarios prices rarely fall down dramatically because of tacit collusion. Its asymmetric price transmission ("Prices go up like rockets, but fall like feathers")

reply
Some lose more, i.e. PRC manufacturers well incentivized to involute to drive competitors out of business. $500 for 10% marketshare is less than 100$ for 60%. Of course PRC being spoiler, at least under current geopolitics where they have less reason to align with existing memory cartel.
reply
SSD prices in 2018. GPU prices after the first crypto crash in 2018 and again after the Ethereum merge in 2022. The AMD Zen disruption of 2017.

Retailers are mostly free to offer things at whatever prices they want. But the market has more power than you may think to correct it.

reply
It happens all the time. For a recent example, see Windows midrange laptop pricing since the MacBook Neo was introduced, despite the RAM crisis.
reply
Yes. Absolutely. They will move more units and make more profit overall, and if they don't do it a competitor will.
reply
Look at TV prices over the last 20 years.
reply
TV is heavily subsidized from data collection and ads, not sure it's a perfect comparison
reply
People keep claiming this but it isn't true. The subsidy from advertising is very low:

> They make about $20 per user annually and, assuming an active TV service life of five years, yield about $100 over the lifecycle of a main viewing room TV.

https://omdia.tech.informa.com/om030986/in-the-smart-tv-indu...

Look at monitor price drops (comparing the same tech). Same price drop curve.

reply
Prices have fallen far more than profit from data sale provides, so it's easy to view as a good enough comparison.
reply
Do we have data on that either way? I’m genuinely asking, not snarking: I tried to look it up a while ago but couldn’t find as much as I hoped
reply
I don’t have data for how much tvs are currently subsidized. But you can just look at the inflation adjusted price of TVs from say 1980 to 2010 and see the drop without worrying about adjusting for advertising and spyware subsidies.

You can also look at computer monitors (which don’t have advertising and spyware) and see an enormous price drop.

Edit: I found this which estimates you can make about $100 in ads and data collection over the lifetime of a TV https://omdia.tech.informa.com/om030986/in-the-smart-tv-indu...

reply
but monitors are not showing the same trend...
reply