The compression in the valuation discounts the slowdown in secular growth rate for Dell, Ashok Kumar
Motivational, Inspirational, Funny Quotes
![[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. - Ashok Kumar Quotes](/pic/img/img.php?text=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&author=ICBBc2hvayBLdW1hciAgICA=&num=11 "[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. - Ashok Kumar Quotes")
