TheStreet.com's Jim Cramer says intra-quarter signs that all was well were far off the mark. Dell (NASDAQ:
DELL) (
Cramer's Take) totally fooled us. Throughout the quarter, we heard rumblings that things were just right.
Instead, Dell gave us a quarter that reminds us that the body language in tech has become meaningless. Never forget that you can only trust these guys on the day they report, and that report -- with its depictions of a slowdown across all geographies -- made me want to go out and pick up some
Altria (NYSE:
MO) (
Cramer's Take).
The Dell report reminds me of
Nordson (NASDAQ:
NDSN) (
Cramer's Take), another company that has made you feel all rosy about the international markets. But with that industrial play, it was only Europe that was bad.