Quotations

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Ashok Kumar Quotes

«We believe Compaq's sustenance is dependant on its execution, which has anything but stellar in the enterprise hardware and services segment, ... While the PC divisions - consumer and commercial - generate half of overall revenue, they represent only a tenth of operating income.»
Author: Ashok Kumar
«We view the slowdown in overall market growth, a more competitive landscape and the lack of participation in the enterprise segment as three strikes against Dell achieving its targeted growth, ... As such, we believe that what is considered a value technology play is in reality expensive, and could get much cheaper.»
Author: Ashok Kumar
«The compression in the valuation discounts the slowdown in secular growth rate for Dell,»
Author: Ashok Kumar
«With the stock down over 40 percent from its September highs, the downside risk is measured, ... While on a relative valuation basis the stock looks attractive, historically that has not been a focal point for investors.»
Author: Ashok Kumar
«Due to aggressive price cuts on (Pentium 4) ... we now expect blended (average selling prices) in the low $150s,»
Author: Ashok Kumar
«[And while some (including Kumar) are convinced that Intel's recent troubles may mark the nadir for the stock, it's hard to see what might send PC chip demand moving smartly upwards again.] If Moore's Law continues in force, ... the performance of PC processors and the systems they power will continue to bound farther and farther ahead of what the vast majority of buyers need.»
Author: Ashok Kumar
«It was an impressive quarter. The seasonal tailwind helped them, but they did better because of the stronger designs.»
Author: Ashok Kumar
«The stock has successfully tested the lows of April and has been under accumulation while bottoming. With the seasonal strength in second half, we expect the stock to outperform the broad averages.»
Author: Ashok Kumar
«With the stock down over 40 percent from its September highs, the downside risk is measured. While on a relative valuation basis the stock looks attractive, historically that has not been a focal point for investors.»
Author: Ashok Kumar
«Due to aggressive price cuts on (Pentium 4) ... we now expect blended (average selling prices) in the low $150s.»
Author: Ashok Kumar

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