As noted by AppleInsider, shipping estimates for build-to-order iMac models equipped with 2 TB hard drives have improved to 2-4 weeks, after previously being as long as 5-7 weeks earlier this month. It appears that hard drive shortages caused by massive flooding in Thailand over the past several months may be improving.
Apple CEO Tim Cook was asked about the potential impact of the Thailand flooding on Apple's business during the company's October earnings conference call. Cook noted that there would undoubtedly be an industry-wide shortage of hard disk drives that would primarily affect Apple in its Mac business, but that there had yet to be a full assessment of the impact or an estimated timeline for recovery. He also declined to offer any specific information on the expected impact to Apple, noting only that any such impact was figured into the company's blockbuster revenue guidance of $37 billion for the holiday quarter.