> And conversely, it may say something about their internal forecasts that they're not making the bet.

It says they are no longer worried about being punished for monopolistic behavior and have bet a “ballroom donation” will exempt them from another round of punishment.

I feel like folks around here have already forgotten about the last time the memory suppliers quietly agreed to keep raising prices and stop competing with each other.

https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal