Cramer Wonders What Goldman Sees in Dell

Debra Borchardt:

But that was one of his comments was that, "Gosh. Our expectations of this company are so low that, I guess, they could beat that." And I kind of hate that as an excuse.

Jim:

Right. That's not enough because we all know that if the expectations are lowered dramatically then you can beat them, but that's not really the call. The call's like that there's a lot of value here, and I just think the value dissipates.

Debra Borchardt:

All right. So look at Dell with a slant eye?

Jim:

Yeah.

Debra Borchardt:

Okay. Thanks Jim.

--Written by Debra Borchardt in New York.

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