Just goes to show how short-sided management is in deciding to source so
much of the raw materials need for products from one tiny place in the
world. One disaster has world-wide implications.
On 11/17/2011 7:20 PM, Greg Sevart wrote:
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
