quote: I think its more a case of taking advantage of the situation. In the end it will come down to supply and demand. If they wind up with excess inventory (and at some point they will) prices will drop and drop fast. I highly doubt this will last until 2014.
quote: I imagine the HDD manufacturers are looking at this as a lesson learned.
quote: (China has a special exception allowing export of RE metals to Taiwan for the purpose of manufacture)