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To: IRWIN JAMES FRANKEL who wrote (105571)3/14/2012 1:54:08 PM
From: Crossy of 118439
 
Jim,
thanks for the post from November on the HDD shortage due to the
Thailand floodings. One fallout is very low PC / Notebook / Laptop shipments.
This also leads to underutilization of fab capacity for Intel and AMD.

I noticed that spot prices for good plan vanilly 7200rpm SATA-3 HDDs went up from
€40 to €120 per Terabyte, they recently settled down towards the €90 range.
So while the shortage of HDDs and componentry should be cured by now,
the increased industry concentration after Seagate buying Samsung's HDD ops
allows the remaining players to implicitely co-ordinate pricing levels and adjust
production accordingly, thus avoiding the intense competition the sector has
experienced for so long

all the best
CROSSY
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