Dell: We and our customers understand the supply constraints now. The 'wildcard is logistics'
Over at rival HP, the story is more about building too many Chromebooks and watching demand for them ebb away The humble PC continues to bring home the bacon for Dell, with shipments to corporate customers going through the roof, in spite of previous worries about shortages and price hikes. But things are less rosy at HP, which has been caught out by the recent collapse in Chromebook orders....