Dell is a bank
I once read an article that explained that Dell doesn't make money from selling people computers, it makes money from acting like a bank.
Ah, here it (or something like it) is: http://www.zdnet.com/blog/berlind/the-problem-at-dell-wasnt-the-ceo-its-the-commodity-r-d/329
The longer Dell keeps its customers' money before having to pay its own suppliers, the more money they make (in interest). They are obviously feeling the pinch at the moment, so they've (unilaterally) decided to keep it a bit longer and make a bit more. Put another way: Dell's suppliers pay *their* banks interest on loans (so they can afford to make the kit they've sent to Dell), whilst Dell sell the kit to their customers (I heard that it usually only takes them a day or so), and then earn that same money *back* from the bank as interest. And keep it.