IT and storage economics 101, supply and demand
February 2, 2012 – 1:40 pmIn my 2012 (and 2013) industry trends and perspectives predictions I mentioned that some storage systems vendors who managed their costs could benefit from the current Hard Disk Drive (HDD) shortage. Most in the industry would say that is saying what they have said, however I have an alternate scenario. My scenario is that for vendors who already manage good (or great) margins on their HDD sales and who can manage their costs including inventories stand to make even more margin. There is a popular myth that there is no money or margin in HDD or for those who sell them which might be true for some. Without going into any details, lets just say it is a popular myth just like saying that there is no money in hardware or that all software and people services are pure profit. Ok, lets leave sleeping dogs lay where rest (at least for ...










