Perhaps the BEST B1G Forum anywhere, here at College Football Fan Site, CFB51!!!

Take it from someone who is directly in the middle of a very boom/bust industry (NAND flash and DRAM)... The swings that suppliers see from being just a few percentage points oversupplied to a few percentage points undersupplied in a global market are dramatic.

In this industry, it's driven by technological development driving investments in new fabs that cost billions of dollars each. When those fabs come online and start pumping out supply, you need supply and demand to still be in balance or things get ugly.

The problem is that with the number of NAND and DRAM suppliers in the world (for NAND it's actually only 5, which is probably too many), they tend to all feel the same pressures at the same time, and respond to it in the same way.

• When the market gets oversupplied, they can't take supply out very quickly due to long lead times, so prices crater and they lose a LOT of money (BTW we're in that part of the cycle now, and it fucking sucks). When that happens, they cut back on investments to bare minimum to conserve cash. They do this at the same time their competitors are also losing money, also cutting back on investment, and also trying to conserve cash.
• The natural result of this is that they underinvest for the return of demand, and when that comes, prices jump due to undersupply, profits jump, and all that investment starts flowing--which gets us to an oversupply about 2-3 years later.
• The cycle repeats.

The 2020 pandemic was a very unique (lack of) demand signal that oil producers didn't know what to do with. They didn't know how long it was going to last. They couldn't predict prices 2-3 years down the road because of the unknown. So they pulled back investment. They cut back new exploration/development projects. They shut down uneconomic wells.


So they actively cut back supply--to well BELOW 2019 levels--because of uncertainty that they would ever see ROI.

But once pandemic fears eased, we had a couple of problems. First, you had a global populace that had mostly put off travel and other things that cause gasoline demand for a year or more, and they now REALLY wanted to travel. Second, you had a populace who were in many cases more flush cash-wise because they had been cooped up for a year or more and so they had discretionary income to spend. Third, you had governments across the entire world that had injected fiscal stimulus into the economies which causes, you guessed it, price inflation!

So we're in an inflationary economic market with demand that has returned to previous levels but supply that hasn't caught up.

I can't imagine why prices are higher than 2019! It's probably all Biden's fault, I guess...

I agree with everything you said. However, you conveniently leave out the actions that Biden took that help drive up prices. On his first day in office, he signed EO's that greatly hampered the ability to explore and transport oil in this country, not something one would do if they were generally wanting to help stave off inflation. 

should be 20% over the record right now

@Mdot21 and  @847badgerfan :
You both said upthread that you were planning to subscribe (at least temporarily) to Peacock so that you could see games that your teams play on that platform. 

Correct me if I'm wrong but our teams each only have one game on Peacock, right?

• Wisconsin, Rutgers 
• Michigan, ECU
• Ohio State, Maryland 

Maybe I'm just not as big a fan as I used to be but I'm not doing it.

I can listen on the radio and I can usually find the games almost immediately after they are played on YouTube and I'm just not going to pay to get a game where my team will probably be favored by 3TD+ in real-time rather than a few hours later.

I guess the reason I'm raising this question is this:

true. if they can get 1 million B1G football fans to force subscribe to Peacock that's $72 million a year in new added revenue for their bs streaming platform. And it's $5.99/mo, so my guess is 99% of the new subscribers who sign up just forget or say meh it's $6 a month- less than a McDonald's meal now- and never cancel that ish.

If it works, they'll keep doing it. If it doesn't, they'll stop. 

We (posters on this board) are not a good representative sample of the populous. We are CFB fanatics (maybe former fanatics in a few cases @betarhoalphadelta , @ELA ) but we aren't "average". 

I'm not sure that Peacock's idea is going to work. I think that Mdot21's analysis above is EXACTLY their thinking. I'm just not sure there are enough UW/M/tOSU fans who care THAT much about games that aren't "big". 

Part of it for me is that with the advent of the CFP, Ohio State's mid-season game against Maryland simply doesn't have the impact that it used to. If Ohio State beats Penn State and Michigan they'll almost certainly go to the B1GCG with a shot at the CFP and if they lose one or both of those then they probably won't and the Maryland game doesn't change that except in a few relatively unlikely scenarios. 

I've never had BTN and it has been years since I've had any cable at all. In football it rarely bothers me. The tOSU games on BTN are generally games that I'm willing to miss/watch later on YouTube because the Buckeyes were favored by 3TD+ and the only games on ESPN lately have been CFP/Bowl games that are "events" where I'm usually going to a party anyway. 

I will say that BB is different, in BB season I would like to have BTN/ESPN.

I have to ponder when the weather is good for golf

watching the Huskers is something to ponder now

hopefully, Rhule will change that

I'd have to figure out how to get the radio call. I don't even know what station they are on anymore.

would I have to pay to stream the radio call??

honestly this cord cutting sucks. it was GREAT at first when there was just a few options and it was cheaper than cable. now there are 279 different streaming services and new ones coming out all the gd time and you wind up paying more than you did when you had cable with HBO and the sports packages if you get all the different streaming services.

Yup and thing is the cable commpanies do the servicing so these slime balls in a sea of puss are in fact gouging unchecked blatant profiteering. It's time congress take down Monopolies but now they call them "Umbrellas" and Congess has them in their stock portfolio - so we're not paranoid - the fix is in

Are these games usually "minor" games?  Radio would work for me 

Yup amazing how much better most of their broadcasters are than the Boob tube.Specially in the fall when raking leaves