Dell, HP talk of backlogs and shortages as big PC-makers turn in their numbers

Dell's results were upbeat, HP's flat, but investors still worried over supply chain

HP Inc and Dell both raised concerns over ongoing component shortages when they reported their July quarters yesterday, with the Palo Alto firm citing "unprecedented demand that is way ahead of supply right now" and Round Rock saying "demand was ahead of revenue growth as we managed supply constraints."…

from The Register