What don't you understand about 'Margin'?
That's what it is all about. They have to keep their 90%+ margin on software and services going.
Wall St will expect it. They won't want their Darling IT stock to fall even $1.
HP has already stated that its prices are going up. Dell will follow suit.
If you are going to buy IT kit do it today. not tomorrow, next week or next month because if you doe delay it will cost more, a lot more. I expect 20+% price hikes to be the norm.