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WD Updates Dec. Quarter Outlook, Reports on Recovery Effort in Thailand

btarunr

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#1
Western Digital Corp. (NYSE:WDC) today is updating its financial outlook for the December quarter and the progress to date of its operations recovery effort in Thailand. The company is also providing its view of the industry conditions for the December 2011 quarter and beyond.



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#2
Do all the hard drive manufacturers have factories in Thailand? I dont understand, if another company was unaffected because they where not based there, then they could take advantage but it actually seems like every hard drive manufacture was based where the flooding was.
 

btarunr

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#3
Do all the hard drive manufacturers have factories in Thailand? I dont understand, if another company was unaffected because they where not based there, then they could take advantage but it actually seems like every hard drive manufacture was based where the flooding was.
Other companies buy some parts (such as motors) from that Thailand factory. Besides, it's basic commerce at play, if someone that holds a big chunk of HDD production goes down, and the other companies are not able to fill the vacuum, there's bound to be a price hike.
 
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#4
So we have to wait until April 2012 for the prices to reduce back down to where they were before the floods.Shame they could not build a spare secondary motor plant in Germany or London,Us....Thanks for the update Bta..
 
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#5
From what I have been seeing in current pre built machines by manufacturers like HP, ACER and Toshiba, if the deal between them allows WD to hike up the prices of their HDDs due to the flooding, they will make a mint.

If not then....ouch WDs loss.
 
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#6
I just hope prices come back down to sane levels soon!
 
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#7
I just hope prices come back down to sane levels soon!
For sure....everyone who's wanting a HDD does.

I think I paid 95NZD for my 2TB Green.

Last time I checked a WD 1TB back was selling for 200NZD over here.
I bought mine relatively new for 150NZD and I know there was very little price increase when they upgraded to SATA III interface as there was very little to no performance increase over SATA II at the time.
 
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#8
I wonder if WD is doing anything to prevent this from happening in the future? Or will this happen all over again? From their description all they are doing is pumping out water. That doesn't do much to keep the water from flooding right back in again. Facilities should either be sealed or up on stilts.
 

werez

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#9
a simple spindle motor can`t be the reason for 3x normal price , give me a break will ya..
 
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#10
If I'm not mistaken, Samsung have factory there too! So at least two of the big boys got soaking wet!