back to article WD soaked in sales cash bonanza after Thai flood hell

Western Digital, the world's number two hard drive vendor, is bouncing back after Thai floods wiped out disk assembly lines - but not quite enough to grab Seagate's crown. WD has included just three weeks of acquired Hitachi GST's earnings, $614m, in its third quarter fiscal 2012 results, but even so has seen a pronounced …

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  1. Anonymous Coward
    Anonymous Coward

    What's the saying...

    "[Never let a good crisis go to waste]"?

  2. Anonymous Coward
    Anonymous Coward

    That's nice.

    Now can we have our cheap harddrive prices back please?

    1. Mad Chaz
      Childcatcher

      Re: That's nice.

      That might be a while. After all, why bring prices down when people are now used to them and the competition isn't doing it?

    2. Voland's right hand Silver badge
      Devil

      Re: That's nice.

      I love the smell of lack of competition early in the morning, it smells like revenue...

      The smell of revenue after the rain (and the flood)...

  3. Anonymous Coward
    Anonymous Coward

    this was a brilliant stroke

    of force majeure

  4. Unicornpiss
    Mushroom

    Reliability though?

    Too bad the last few batches of WD drives we've gotten are about as reliable as the rhythm method of birth control.

  5. Anonymous Coward
    FAIL

    Price rises

    So basically the price rises were indeed opportunistic and WD + the supply chain have come out of it very nicely indeed.

    Bonuses all round!

  6. HeNe
    Meh

    WD, Seagate, and ... anybody else? Anyone?

    Now that the formerly-huge number of hard drive makers has dwindled to just two, we have a near-monopoly situation.

    Now -- from a buyer's perspective -- would be a good time for a small, nimble company with clever engineers to pop in at the bottom of the market.

    1. Anonymous Coward
      Joke

      Re: WD, Seagate, and ... anybody else? Anyone?

      True, you could also snap up the 3.5 inch floppy market at the same time :)

    2. Anonymous Coward
      Anonymous Coward

      Re: WD, Seagate, and ... anybody else? Anyone?

      Up to a point. At the moment you'd never get the capital to finance a new HDD company, because most people believe that the time of the HDD is ending, and the future is SSD (including the various not yet on the market technologies).

      If you were |(maybe are) a clever tech entrpreneur, would you focus on nice SSD firmware venture, using a handful of software engineers accompanied by somebody elses fab for production, with every prospect of a profitable sale and exit in three years, or would you get involved in HDDs, where you need manufacturing design skills, mechanical engineering capabilities, a tad of electrical engineering, deep expertise in magnetic storage, maybe some software skills for smart caching or optimsied reads and writes etc, all for a business that's seen to be on its way out?

      Whether that's true or not we'll find out only in hindsight, and I'm not taking a view here, but that belief is why people are selling their HDD businesses, and why there's few obvious new entrants. I would guess that there's actually a good few years life left in HDD's, that's why WD and Seagate are still mopping up competitors, and I think you'll find that China might spring us a few new HDD makers yet.

      The lack of competition and higher prices probably aren't important to enterprise buyers - it is just a marginal inconvenience, but a very small bump in the costs of a datacentre

      1. defiler

        Re: WD, Seagate, and ... anybody else? Anyone?

        "The lack of competition and higher prices probably aren't important to enterprise buyers - it is just a marginal inconvenience, but a very small bump in the costs of a datacentre"

        If you can get the drives. Maybe it's different for big enterprise, but for SME it's virtually impossible to get your hands on SAS drives.

  7. ZenCoder

    Reliable Reliability Data?

    You can't just go by your personal experiences when judging reliability. Random data produces lots of meaningless patterns. For example I've never had a problem with a drive evenly divisible by 12.

    For any drive manufacturer X there is someone whose has first hand experience with horrible reliability from brand X.

    Even if you look up long term reliability data, reliability is going to vary greatly within a manufacturer model to model. By the time there is enough information the drive is obsolete and no longer sold.

    I just assume that any drive is going to die at any time, and plan your backup and recovery strategies accordingly. I always buy twice as much capacity as I need, so that I will always have room on an external for my weekly backups.

  8. Alan Brown Silver badge

    Drive prices in data centres

    When you're buying your storage half a petabyte at a time, drives make up a substantial part of array pricing (at the moment it's about 1/2 - 2/3 of the total when buying 2Tb units)

    One thing most admins seem to agree on though - drive reliability is getting a lot worse overall.

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