I dunno. Nidec has a factory back online and the Digitimes premise seems plausible at least. Some, such as WD, will see more lasting effects, but I think the overall situation could ease in the Dec/Jan timeframe. Still probably 4-6 months from pre-flood pricing points though.
> -----Original Message----- > From: [email protected] [mailto:hardware- > [email protected]] On Behalf Of Thane Sherrington > Sent: Thursday, November 17, 2011 8:58 AM > To: [email protected] > Subject: Re: [H] Update on hard drives > > At 10:29 AM 17/11/2011, Greg Sevart wrote: > >But some are thinking we could see prices start to edge downwards as early > >as next month: > > > >http://www.digitimes.com/news/a20111116PD212.html > > Maybe, but I doubt it. > > BTW, WD stock went from $2 a share to $26. Another missed > opportunity for me. :( > > T >
