[ale] HDD prices to spike - flooding in Thailand

[Rich Faulkner]

My thoughts are along the line of what the rest of the HDD industry is
going to do?  Price increases across the board as a result?  We've seen
this before with disasters that hit manufacturing and the shortage and
price-hikes that hit.  I remember when RAM went through that back in the
mid-90's.  I am already seeing an effect from the increase in WD prices
and expect this to have a strong impact on the overall market.  Not a
pretty sight...

So will we start to think of HDD as a commodity now until supply picks
up with normal manufacturing?  It does give rise to make one think about
where their hardware is coming from and what factors influence price in
the market....

RinL

On Mon, 2011-10-31 at 13:14 -0400, arxaaron wrote:

> On 2011/10/31, at 10:38 , Rich Faulkner wrote:
> 
> > Don't know if any of you have been following this but the
> > flooding in Thailand has shutdown manufacturing of a
> > significant part of the HDD industry.  I'm seeing price spikes
> > on HDD's and indications are it's going to get worse.
> >   Street talk is that it may be May or June before Western
> > Digital recovers from the losses due to flooding:
> >
> > http://www.storagenewsletter.com/news/miscellaneous/thailand-floods-to-significant-impact-wd
> > Thailand Floods to Significantly Impact HDD Industry
> >
> > Prices in some cases have doubled already.  If you need
> > drives you better grab them before they're either gone or
> > too expensive to purchase...
> >
> > Rich in Lilburn
> 
> Smells like a huge case of fear monger marketing to me
> (corporape amuika at it's shiny best...)
> 
> The profiteering prices will only be gouging the gullible
> people who panic.  The smart money will just wait it out
> go back to buying hard drives after the fear inflated bubble
> has popped.
> 
> peace
> aaron
> 
> 
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