Ashok Kumar Quotes
We continue to believe that Dell does not have adequate earnings power in notebooks, server and non-system revenue to offset the secular weakness in consumer and commercial desktops. 
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We continue to believe that Dell does not have adequate earnings power in notebooks, server and non-system revenue to offset the secular weakness in consumer and commercial desktops.
- Ashok Kumar
Growth rates are inflated due to easy compares in the year ago period. However, the segments that do matter -- business critical servers, storage and services (about 35 percent of the mix) -- posted almost no growth (+3 percent year/year). Due to the secular decline in PC hardware profitability and the lack of focus on enterprise hardware and services, it is questionable if there is a sustainable turnaround under way.
- Ashok Kumar