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I agree with jimlynch that the impact will probably be limited. The shortage will only last so long, although I have seen estimates from a couple months longer to the end of 2012 before production recovers and meets demand. It might be more noticed by SMBs that had scheduled hardware replacement for this period when HDD prices are inflated, but let's face it, the price increase isn't really going to price purchasers out of the market. The possibility of delay for custom build machines may come in to play to a small degree, but honestly, most of the people I know that buy/build their own machines are gamers, even the ones that don't admit the reason they are building that killer new desktop is because they want to play Skyrim at its higest resolution and detail.
If you want to see how deeply ingrained Cloud Computing has become, I suggest watching the Super Bowl and counting the number of ads that use the term, "The Cloud". I'm betting five or more.