Then you have the Seagate CEO telling Bloomberg that it'll be end of 2012 or later for production to return to pre-flood levels...
http://www.bloomberg.com/news/2011-11-17/seagate-s-luczo-raises-prices-while -bracing-for-worst-in-thai-floods-tech.html > -----Original Message----- > From: [email protected] [mailto:hardware- > [email protected]] On Behalf Of Anthony Q. Martin > Sent: Thursday, November 17, 2011 9:15 AM > To: [email protected] > Subject: Re: [H] Update on hard drives > > 4-6 months will put a serious kink in my style! > > On 11/17/2011 10:12 AM, Greg Sevart wrote: > > 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 > >> > > > > > >
