In early November The SSD Guy published a post that argued that Thailand’s floods would not make much difference to the SSD market.
Since that post not only has the argument gone less in favor of SSD adoption (thanks to a high level of HDD finished inventory, some changes in shipping practices, and a heroic effort from Thailand’s HDD makers and the Thai people to overcome this disaster) but the promotional efforts in favor of SSD adoption have become stronger.
Objective Analysis has spoken since the floods with a number of companies who either produce HDDs or HDD sub-assemblies, or consume HDDs, and this is what we have found:
InSpectrum, a spot market trading firm, 