Here is a Street.com review on Kumar's analysis on Dell:
<<It merely said that Kumar believes Dell's revenue growth, sequentially, shows a slowdown in its fourth quarter, which ended Jan. 31. Sequential growth is important for investors following growth companies, because if a company is truly growing, the rate of growth should continue quarter-to-quarter as well as quarter-over-quarter.
...
Said Kumar: "Dell's worldwide sequential growth rate in the December quarter was well below both the market and H-P [Hewlett Packard] (HWP:NYSE), which has been hemorrhaging for quite some time. In the U.S., which has 60% of unit mix, Dell barely showed any sequential growth. Europe, 26% of units, historically has been the fastest growth region for the company. But for the December quarter, Dell underperformed the market, growing 33% sequentially" vs. 60% for Compaq (CPQ:NYSE). >>
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