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Apple's MacBook Air has 'fortuitous timing' in face of hard drive shortage

post #1 of 58
Thread Starter 
A global shortage of traditional, spinning hard disk drives has coincidentally come at a time when Apple's flash-based solid-state MacBook Air is one of the company's most popular products.

The success of the redesigned MacBook Air has come with "fortuitous timing" in the face of the hard drive shortage, analyst Rob Cihra with Evercore said in a note issued to investors on Monday. He believes Apple is largely insulated from the ongoing component constraints, caused by flooding in Thailand that has affected hard drive makers Western Digital and Seagate.

Apple's MacBook Air features only NAND flash for storage, relying on solid-state hard drives rather than traditional spinning hard disk drives. NAND memory has been unaffected by the floods in Thailand, which have put more than 600,000 people out of work.

Cihra thinks the ongoing hard-drive shortage will create an influx of MacBook Air copycat Windows-based machines with solid-state drives in 2012. In particular, he sees PC makers gravitating toward Intel's struggling Ultrabook design specification, which aims to capitalize on the popularity of Apple's thin-and-light MacBook Air.

But Cihra expects Apple to counter with a refresh of its MacBook Air lineup in the first half of 2012. He also believes that the company's cash hoard will allow it to leverage "some unique NAND engineering/supply vs. vanilla (solid-state drives)."

Recent rumors have suggested Apple will add a 15-inch model to its MacBook Air lineup in early 2012. The company is reportedly looking to expand the lineup as the ultraportable notebooks now represent 28 percent of Apple's notebook shipments.



As for Macs featuring traditional hard drives, Cihra also thinks Apple is in a strong position there as well. He believes Apple was the quickest hardware maker to react with hard-drive suppliers, putting it in an advantageous position in the supply chain.

His take comes just a few days after AppleInsider was first to report that build-to-order iMacs with 2-terabyte hard drives have an estimated shipping time of 5 to 7 weeks. The apparent shortage of high-capacity drives for Apple's all-in-one desktop could be the first sign of the company being hit by a lingering global hard drive shortage.

Apple Chief Executive Tim Cook expressed concern about the hard drive shortage during his company's quarterly earnings conference call in October. While he was "certain" there would be an industry-wide shortage of disk drives, Cook said he was "not sure" at the time how the situation would affect Apple.
post #2 of 58
'hew' or Tim?
post #3 of 58
The hell with international disasters, we fat Americans want our MacBooks NOW!! WAAAA!!
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post #4 of 58
I ordered my 27" iMac i7 with 2TB drive/2GB Gfx on Black Friday via Apple Store UK and it was delivered a week later. Looks like mine must've been among the last ones to get 2TB drive just in time!!! :-)

Otherwise, 5-7 week delay would have been just too much!
post #5 of 58
Quote:
Originally Posted by bloggerblog View Post

The hell with international disasters, we fat Americans want our MacBooks NOW!! WAAAA!!

The Thai government was well aware of the shortcomings of their flood control system long before the disaster - and did nothing. Basic maintenance and clearing of the old systems could have prevented much of the damage and death.

They chose to do little or nothing.
post #6 of 58
"fortuitous timing"?? OR AN EVIL PLAN???

Ah, probably just timing. Sorry, forget I mentioned it.

Quote:
Originally Posted by Eideard View Post

The Thai government was well aware of the shortcomings of their flood control system long before the disaster - and did nothing. Basic maintenance and clearing of the old systems could have prevented much of the damage and death.

They chose to do little or nothing.

That would NEVER happen in the US :::coughKatrinacough:::
post #7 of 58
But the guys stuck at Rojana Hi-Tech Industry Complex still have to eat somehow. And now they come up with an all-day fishing trip right in the factory. Most fish come out of fish farms. Locals went through them with nets but plenty of them still around in Ayutthaya.

Want to grab your passport and try it yourself? No need to get serious; just a tropical fishing holiday on a budget, and local stalls and workers can cook your catch on the spot, yum!

We have talipa, Chinese carp, catfish, snakehead just to name a few. If you are REALLy lucky you might hook a legendary Siamese carp size of two grown men, as well as new addition of alligator gars, courtesy to Thailand's exotic pet trades.

Have your New Year travel plan? Here's the new fishing ground; Rojana Hi-Tech Industry Complex, Ayutthaya, Thailand. Come over before the water's gone!
post #8 of 58
Fortune favors the prepared.
post #9 of 58
I'd personally like to see Apple corner the NAND drive market for the next six months and see how well the competition fares without being able to get any storage. I'd like to see how anti-Apple media manages to claim that Apple will suffer the most during drive shortages. I hope Apple can keep up with demand if the Wintel notebook industry goes soft due to component shortages. It could sway a lot of fence sitters to get an Apple notebook if Wintel notebooks aren't available.

As for the availability of hard drives, I sure hope Apple isn't shy in using some of that cash reserve to get hold of some hard drives for the iMac even if they have to pay a premium price for them.
post #10 of 58
The word is "fortunate", fortuitous means accidental.

usage: The traditional, etymological meaning of fortuitous is happening by chance: a fortuitous meeting is a chance meeting, which might turn out to be either a good thing or a bad thing. In modern uses, however, fortuitous tends more often to be used to refer to fortunate outcomes, and the word has become more or less a synonym for lucky or fortunate. This use is frowned upon as being not etymologically correct and is best avoided except in informal contexts.
post #11 of 58
Quote:
Originally Posted by Eideard View Post

The Thai government was well aware of the shortcomings of their flood control system long before the disaster - and did nothing. Basic maintenance and clearing of the old systems could have prevented much of the damage and death.

They chose to do little or nothing.

*cough* New Orleans *cough*
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post #12 of 58
Quote:
Originally Posted by Eideard View Post

The Thai government was well aware of the shortcomings of their flood control system long before the disaster - and did nothing. Basic maintenance and clearing of the old systems could have prevented much of the damage and death.

They chose to do little or nothing.

That sound exactly like the reports I read, post disaster, about a certain city's flood defenses in the USA!
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post #13 of 58
I wonder f Apple have a price advantage over others in the purchasing of NAND due to their successes and commitment to MBA parts supplies even prior to this HD shortage? If so the opposition may have a tough time ahead of them and the oft quoted 'Mac price differential' will take an ironic twist in meaning.
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Long on AAPL so biased. Strong advocate for separation of technology and politics on AI.
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Been using Apples since 1978 and Macs since 1984
Long on AAPL so biased. Strong advocate for separation of technology and politics on AI.
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post #14 of 58
Ha! You think that this whole happy confluence of events was not engineered in Cupertino? How deluded you are.
post #15 of 58
Quote:
Originally Posted by AppleInsider View Post

But Cihra expects Apple to counter with a refresh of its MacBook Air lineup in the first half of 2012. He also believes that the company's cash hoard will allow it to leverage "some unique NAND engineering/supply vs. vanilla (solid-state drives)."



What "unique NAND engineering" exists? How do these drives differ from the "vanilla" drives?
post #16 of 58
Quote:
Originally Posted by enzos View Post

The word is "fortunate", fortuitous means accidental.

usage: The traditional, etymological meaning of fortuitous is happening by chance: a fortuitous meeting is a chance meeting, which might turn out to be either a good thing or a bad thing. In modern uses, however, fortuitous tends more often to be used to refer to fortunate outcomes, and the word has become more or less a synonym for lucky or fortunate. This use is frowned upon as being not etymologically correct and is best avoided except in informal contexts.

I'm not sure if I'm fortunate or fortuitous in reading your etymological elucidation but fortunately I just woke up so it will probably pass away into the eternal bit bucket before I'm aware of what has transpired within my synapses.
post #17 of 58
This would have been good timing when the production had halted. As it is, this is bad timing, since WD have just restarted HDD production.
post #18 of 58
Quote:
Originally Posted by Ronbo View Post

Fortune favors the prepared.

Exactly.

As once Einstein remarked, "Luck is what happens when preparation meets opportunity."
post #19 of 58
Quote:
Originally Posted by Eideard View Post

The Thai government was well aware of the shortcomings of their flood control system long before the disaster - and did nothing. Basic maintenance and clearing of the old systems could have prevented much of the damage and death.

They chose to do little or nothing.

Neither did the US government in New Orleans when they knew that flood defences were inadequate. A bit of the pot and kettle?
post #20 of 58
.

Damn - People are STILL using spinning discs ?

Hey Folks - Welcome to the Digital Age

CDs/DVDs/HDs/Floppys/etc - are SO Last Century

.

And 'fortuitous' or 'fortunate' ?

Please - learn some Latin

(or just use the Built In Apple Mac OS Dictionary App, duh)

Where BOTH words come from

Fortuna - Goddess of Luck or Chance




.
post #21 of 58
Quote:
Originally Posted by tundraboy View Post

Ha! You think that this whole happy confluence of events was not engineered in Cupertino? How deluded you are.

If they could engineer that then an area close to Redmond would have sunk into a crevis a long time ago
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post #22 of 58
Quote:
Originally Posted by Charel View Post

Neither did the US government in New Orleans when they knew that flood defences were inadequate. A bit of the pot and kettle?

Oh yes they did, gotta watch "When the Levees Broke", actual footage of actual jaw dropping events.
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post #23 of 58
Quote:
Originally Posted by BC Kelly View Post

CDs/DVDs/HDs/Floppys/etc - are SO Last Century

...

Please - learn some Latin

lol.
post #24 of 58
Quote:
Originally Posted by bloggerblog View Post

Oh yes they did, gotta watch "When the Levees Broke", actual footage of actual jaw dropping events.

Actually, that show doesn't support your claim. In fact, it supports the previous claim - that the U.S. was just as negligent in not properly building and maintaining flood control as Thailand was.

http://en.wikipedia.org/wiki/When_the_Levees_Broke
Quote:
The film points out that the disaster in New Orleans was preventable, caused by levees poorly designed by the United States Army Corps of Engineers, with the suffering afterwards greatly compounded by failures at all levels of government, most severely at the Federal level. These points are in line with mainstream investigations, including the bipartisan U.S. Congressional report "A Failure of Initiative" and the Army Corps of Engineers' own studies.

Massive negligence on the part of the U.S. and state governments. Of course, compounded by additional negligence for rebuilding the city in the same location.
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post #25 of 58
Quote:
Originally Posted by Eideard View Post

The Thai government was well aware of the shortcomings of their flood control system long before the disaster - and did nothing. Basic maintenance and clearing of the old systems could have prevented much of the damage and death.

They chose to do little or nothing.

Just like our government.
post #26 of 58
The God of Grammar must be especially sensitive today. Either that, or someone is really desperate to make a post today.


Quote:
Originally Posted by enzos View Post

In modern uses, however, fortuitous tends more often to be used to refer to fortunate outcomes, and the word has become more or less a synonym for lucky or fortunate.

Yes, well, I guess I have no problem with modern terminology as opposed to strictly following etymology.

Quote:
Originally Posted by enzos View Post

This use is frowned upon as being not etymologically correct and is best avoided except in informal contexts.

Appleinsider seems like an informal enough context to me.

Thompson
post #27 of 58
Quote:
Originally Posted by digitalclips View Post

If they could engineer that then an area close to Redmond would have sunk into a crevis a long time ago

Obviously, Apple can do weather but not plate tectonics.
post #28 of 58
Quote:
Originally Posted by enzos View Post

The word is "fortunate", fortuitous means accidental.

usage: The traditional, etymological meaning of fortuitous is happening by chance: a fortuitous meeting is a chance meeting, which might turn out to be either a good thing or a bad thing. In modern uses, however, fortuitous tends more often to be used to refer to fortunate outcomes, and the word has become more or less a synonym for lucky or fortunate. This use is frowned upon as being not etymologically correct and is best avoided except in informal contexts.

That's the correct word. Apple didn't build the MBAs with NAND because they knew Thailand was going to flood thus reducing HDD supply. It was all chance that happens to work in Apple's favour.

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

 

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post #29 of 58
Quote:
Originally Posted by Constable Odo View Post

I'd personally like to see Apple corner the NAND drive market for the next six months and see how well the competition fares without being able to get any storage. I'd like to see how anti-Apple media manages to claim that Apple will suffer the most during drive shortages. I hope Apple can keep up with demand if the Wintel notebook industry goes soft due to component shortages. It could sway a lot of fence sitters to get an Apple notebook if Wintel notebooks aren't available.

As for the availability of hard drives, I sure hope Apple isn't shy in using some of that cash reserve to get hold of some hard drives for the iMac even if they have to pay a premium price for them.

considering that samsung just opened a new huge flash factory, they would have to make up with Samsung
post #30 of 58
Quote:
Originally Posted by al_bundy View Post

considering that samsung just opened a new huge flash factory, they would have to make up with Samsung

Never!


post #31 of 58
Quote:
Originally Posted by bloggerblog View Post

The hell with international disasters, we fat Americans want our MacBooks NOW!! WAAAA!!

You're the only here saying that.

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post #32 of 58
Quote:
Originally Posted by Charel View Post

Neither did the US government in New Orleans when they knew that flood defences were inadequate. A bit of the pot and kettle?

Quote:
Originally Posted by digitalclips View Post

That sound exactly like the reports I read, post disaster, about a certain city's flood defenses in the USA!

Quote:
Originally Posted by jragosta View Post

*cough* New Orleans *cough*

Quote:
Originally Posted by Mister Snitch View Post

"fortuitous timing"?? OR AN EVIL PLAN???

Ah, probably just timing. Sorry, forget I mentioned it.

That would NEVER happen in the US :::coughKatrinacough:::

Yeah, the big difference between the US and Thailand is Thailand will have everything fix and people back in their home within the year, I think there are still people who have not been returned their homes in the US.

Yeah the Thailand government already admitted that politics played into make things worse there, some of the flooding could have been diverted but because political factions were infighting they did not react.

The other interesting part in Thailand, when the government fails the people they have just a coup and the Military will just replace the government until a new one can be put in place, maybe this what should happen in the US.

Here is the one from 2006, they almost had another in 2008 and previous in 1991

http://en.wikipedia.org/wiki/2006_Th..._d%27%C3%A9tat
post #33 of 58
Quote:
Originally Posted by BC Kelly View Post

.

Damn - People are STILL using spinning discs ?

Hey Folks - Welcome to the Digital Age

CDs/DVDs/HDs/Floppys/etc - are SO Last Century

I'm confused, all those things you list store digitial data, what exactly did you mean?
post #34 of 58
Quote:
Originally Posted by jfanning View Post

I'm confused, all those things you list store digitial data, what exactly did you mean?

All those "things" need a spinning disk on which the data is stored. A concept good old Edison would appreciate... like a fancy digital phonograph...

whereas... flash memory does not have a physical spinning object to store its digital value.

Coops
post #35 of 58
Quote:
Originally Posted by BC Kelly View Post

.

Damn - People are STILL using spinning discs ?

Hey Folks - Welcome to the Digital Age

CDs/DVDs/HDs/Floppys/etc - are SO Last Century

.

You're still storing data locally? How's the 18th century treating you, grandpa?
post #36 of 58
How are pc manufacturers copying the macbook air by putting in ssd drives into notebooks?

Netbooks existed with ssd drives 1 to 2 years before the macbook air was even announced.
post #37 of 58
Quote:
Originally Posted by majortom1981 View Post

How are pc manufacturers copying the macbook air by putting in ssd drives into notebooks?

Netbooks existed with ssd drives 1 to 2 years before the macbook air was even announced.

If they're copying the style of SSD, it's copycatism. If they're just using standard SSDs, it's nothing of that sort; you're right.

Originally Posted by asdasd

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Originally Posted by asdasd

This is Appleinsider. It's all there for you but we can't do it for you.
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post #38 of 58
Quote:
Originally Posted by Eideard View Post

The Thai government was well aware of the shortcomings of their flood control system long before the disaster - and did nothing. Basic maintenance and clearing of the old systems could have prevented much of the damage and death.

They chose to do little or nothing.

Bah. Governments are always in a tight spot because if they spend the money, they are criticized for wasting money. If they don't, they are criticized for endangering the populace.

Proud AAPL stock owner.

 

GOA

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Proud AAPL stock owner.

 

GOA

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post #39 of 58
Quote:
Originally Posted by BC Kelly View Post

.

Damn - People are STILL using spinning discs ?

Hey Folks - Welcome to the Digital Age

CDs/DVDs/HDs/Floppys/etc - are SO Last Century


.

Quote:
Originally Posted by jfanning View Post

I'm confused, all those things you list store digitial data, what exactly did you mean?

Quote:
Originally Posted by Conrail View Post

You're still storing data locally? How's the 18th century treating you, grandpa?

Yes, as long as you all do not care about your data, then put it on an SSD or in the cloud, SSD data reliability is not quite there, with a HDD you can write bits millions of times to the same spot and come back to that drive 10 yrs from now and those bits will still be there. Can not say that about an SSD. Today you can only write bits to and SSD cell maybe 3000 times before it starts going bad. if you do not think data is written to the drive that much check again all kind of scratch and temp files are written to a drive every time you use your computer.

No put your data on the cloud, that is all find and good until that company fails or you stop paying your bill, plus why would you put personal information out on the web, in hopes it may not get hacked.

I'll take and HDD over SSD and cloud storage any day, especial on the HDD is cost you only $0.10/GB and SSD it is about $2 to $3/GB and cloud store you give ever month.
post #40 of 58
Quote:
Originally Posted by Maestro64 View Post

I'll take and HDD over SSD and cloud storage any day.

You think spinning disks are reliable? I'll take magnetic tape over HDDs and SSDs over magnetic tape.

But absolutely don't trust the cloud.

Originally Posted by asdasd

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Originally Posted by asdasd

This is Appleinsider. It's all there for you but we can't do it for you.
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