I'm kind of curious how Apple's supply contracts actually work, because it's currently more attractive to buy a Mac with a lot of RAM than it usually is, relative to a PC. So if it's "we negotiated a price and you give us as much RAM as we sell machines" the company supplying the RAM is getting soaked because they're having to supply even more RAM to Apple for a below-market price.

But if the contract was for a specific amount of RAM and then people start coming to Apple more for high RAM machines, they're going to exhaust their contract sooner than usual and run out of cheap memory to buy. Then they have to decide if they want to lower their margins or raise the already-high price up to nosebleed levels.