I was in the storage industry (demand side) for many years and nothing the Reddit poster said is wrong. S/he correctly described the allocation process with reg

I was in the storage industry (demand side) for many years and nothing the Reddit poster said is wrong. S/he correctly described the allocation process with regard to retail channels and large direct customers, as well as the non-fungibility of read/write heads. Their speculation about whether there will be a shortage is just that—speculation.