sexta-feira, 28 de outubro de 2011

Who Stands to Gain From Hard Drive Shortage?

URL: http://www.storagereview.com/who_stands_gain_hard_drive_shortage


If we've learned anything after Western Digital and Seagate's quarterly conference calls this week, it's that the hard drive industry is going to be pretty "volatile," as both companies say - or layman's terms, a cluster$%@* - over the next 6-9 months. Flooding in Thailand has caused severe issues for both companies, but WD's heavy exposure to not only Thailand, but specifically the heavily flooded region, is causing them an extra level of pain. Regardless of which company hurts more, the industry at large is going to suffer, with forecasted drive supplies for the current quarter only reaching 62-76 million units from WD and Seagate out of projected demand of 170-180 million units. 

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