What they're saying is the conditions no longer exist where they have to dump product internationally to make thinner and thinner profit margins. Pricing meets demand.. so let's see how long street prices hold up considering they just came out with 4tb hard drives in 5 platter form (hitachi). The only market going to suffer bigtime from higher prices is the rackserver hosting industry which lives and dies from hard drives. Judging by the apparent failures of certain websites lately they are stretching their hard drive fleets until they actually die to replace a hard drive gambling on lower prices sooner or later.. so if a multi-milltion $ industry is betting hard drive prices will come down.. why shouldn't the average Joe consumer?
SSD makers now have had a year to begin to close the capacity gap from 8 to 7. The hard drive industry plays these silly games at their peril.
Still, it's tough talk from an industry that's going to see significant downturn in Europe and a potential slowdown in the US from the recent oil price gouging and gas prices (trailing indicator). Anyone can speculate on who's going to blink first. Intel's also predicted major improvement of chip sales... I don't see that coming any time soon either unless they pull away from microsoft and begin cozying up to Google's android.