An extract from a Report today:-
"Flooding in Thailand, which disrupted more than a dozen hard disk drive (HDD) factories, will have a direct impact on worldwide PC shipments through the first half of 2012, according to a new International Data Corporation (IDC) report.
The full extent of the damage to HDD industry factories will not be known until the floodwaters recede, although it’s already clear that there will be HDD supply shortages into the first quarter of 2012".