I felt a bit bad a about the lack of figures in my assertions. Regarding supply: "HDD shipments in the fourth quarter will decline to 125 million units, down

I felt a bit bad a about the lack of figures in my assertions. Regarding supply: "HDD shipments in the fourth quarter will decline to 125 million units, down 27.7 percent from 173 million in the third quarter [...] Thailand is the world's second-largest producer of HDDs after China." Regarding parts: "component makers like Nidec [...] supplies more than 70 percent of all global HDD motors" In other words, production will likely continue to drop until production resumes. Source: http://www.macworld.com/article/163336/2011/11/thai_floods_hit_q4_hard_drive_production.html http://www.macworld.com/article/163336/2011/11/thai_floods_h...