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Discussing its ugly FQ2 PC sales, Dell mentioned on its earnings call it's seeing heavy price...

Discussing its ugly FQ2 PC sales, Dell mentioned on its earnings call it's seeing heavy price pressure on the low-end, and reiterated its willingness to lose share to maintain margins. But to what extent are Dell's pricing challenges the result of an inferior cost structure, given the benefits Lenovo and others are deriving from controlling manufacturing? Dell's low-end PC weakness was a big reason why sales to BRIC markets fell 15% Y/Y. DELL -4.5% AH. (presentation - PDF) (more on DELL)
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