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January 16, 2012
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ZDNet
The great 2012 disk shortage
A VP at Hitachi’s disk unit - soon to be part of Western Digital - says that disk supplies won’t return to normal until the end of 2012. He
expects disk inventories to approach zero by the end of March. The problem is that supplies of disk components are still short, and the
smaller companies that make them aren’t recovering quickly....
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Business Wire
Gartner Says Worldwide PC Shipments in Fourth Quarter of 2011 Declined 1.4 Percent...
...Hard-disk drive (HDD) shortages triggered by the October 2011 floods in Thailand had a limited impact on fourth-quarter PC
shipments and prices. However, Gartner analysts said a major impact will be felt, and this is expected to materialize in the first half of
2012, and potentially continue throughout 2012....

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Channelnomics
Hard Drive Prices Won’t Recede Until 2013
...Gartner estimates the supply of hard drives will be reduced by as much as 25 percent (and possibly more) during the next six to
nine months. Rebuilding the destroyed manufacturing facilities will also take time, and the “effects of this will continue to ripple
throughout 2012 and very likely into 2013,” said Gordon [Richard Gordon, research vice president at Gartner]....