And laptop drives are all glass substrate based. Market covered by Asahi, Konica Minolta, and Hoya. And you guessed it, pretty much ALL of their production went underwater. Asahi still isn't producing and I don't think any of the other Thai plants are back up. Add to it the mess in Japan and that only left Hoya's Vietnam plant operating which sort of puts glass substrates in high demand. And of course, any idea where final assembly for many of these are/were? You got it. Yeeesh, any of the companies throwing out ETA's for reopening their Thai plants yet or are they still cleaning up? Depends on what you define as open. Will take years to get back to the same quantity capability. Insurance is funny in Thailand as well. Flood insurance works ONCE. Do you then rebuild there? Asahi may actually completely step out of the glass business. It is definitely interesting, starting to see available capital from the insurance settlements, but it is happening really slowly and no one knows exactly what to use it for. Much of the plants were slightly antiquated which of course in the data storage industry could only mean a couple years old, but today's technology is rapidly becoming different. Complete head technology is changing and that will alter the whole development and production cycle. Read up on HAMR if you like (heat assisted magnetic recording) as that is the next frontier since Discrete Track failed miserably. Wow, I thought it was only a minor disruption in production, not a full blown catastrophe.