this post was submitted on 14 May 2024
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Are databases and cloud services more common than office terminals used across almost every industry, though? Losing out on sales of HDDs for regular machines to both businesses and home use still seems like a huge detriment.
Is it though? Customer acquisition is harder with retail customers, so they're probably saving quite a bit of money by selling in bulk to data centers. Also, with capacities getting higher, I don't know if looking at total shipments is all valuable.
They're losing the low margin, low end market and retaining and probably expanding the higher margin, high end market.