>"it's cyclical like cisco"

>“这像思科一样是周期性的”

Cisco was posting losses at the end of the dotcom bubble

思科在互联网泡沫破裂末期是在亏损的

>"demand will fall, cheap chinese ram!"

>“需求会下降，中国廉价内存条！”

All chinese ram and nand companies are owned directly by the chinese military, the US government isn't going to put spyware from china in their phones. Plus, 70% of chinese dram fails- that's why it's cheap and westerners never seem to grasp this concept.

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