Brian, on 01 November 2011 - 10:14 AM, said:
I don't think the prices or their flooding problems will have any impact on the EU deal. WDC has agreed to concessions from what I can tell that will make the EU happy.
I doubt that. >200% price spike (which is nothing but artificial, considering old stock, and only 20% shortage) is just a little glimpse of what to come if the industry has only two players left. There is no reason for them not to prolong the 'shortage'. They've been dreaming about such opportunity for years. But we will see. I can't imagine the merger to be approved in such conditions, at least not until WD clean ups the mess and prices go back to where they belong.