– I’ve been so busy getting my little movie ready for theaters I’ve hardly had a chance to write. So for a change here’s something not about Steve Jobs.

Thailand is flooded, as we’ve all read, and the Thai hard disk industry has been adversely affected. But for all the doom-and-gloom stories I’ve read so far there hasn’t been much attempt at extrapolating the impact of these events past the basic idea that there will be drive shortages and prices will go up for awhile. The real story is way bigger than that.

The industrial park that’s sitting underwater still in Thailand will be out of action for at least four months, I’m told, and possibly as […]