In an interview with Forbes this morning, Seagate CEO Steve Luczo said the company is expecting the total addressable market for the disk-drive sector in the June quarter to be flat to down slightly from the March period, which he says is typical for the period.

FORBES: Update: Seagate Falls After Deal; June Qtr Guidance Disappoints

Meanwhile, Credit Suisse analyst John Pitzer late yesterday wrote in a research note that the company is likely to post October quarter results below expectations, and to provide January quarter guidance below current estimates, due largely to fallout from the severe flooding in Thailand, which has severely curtailed production in the disk-drive sector.

FORBES: Marvell: JMP Downgrades; Others Trims Estimates

Within the sector, the most important segment is disk drives.

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Total Disk Storage Systems Market (in GB) has witnessed tremendous growth in the past making disk storage one of the fastest growing industry in the tech sector.

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From January to August this year, Singapore's electronics sector output grew an impressive 22%--even as disk drive production was falling.

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Setting the stage for further consolidation in Japan's electronics sector, Toshiba is in talks to buy Fujitsu 's hard-disk drive unit.

FORBES: Magazine Article