Scheint so als haben sich die Analysten zusammengetan und pruegeln
heftigst auf die Tech-Stox ein... allen voran:
IBM cut by Smith Barney as sentiment exceeds reality (IBM) By Tomi Kilgore
NEW YORK (CBS.MW) -- Analyst Richard Gardner at Smith Barney downgraded IBM (IBM) to "underperform" from "in-line," saying in an overnight note to clients that "sentiment appears ahead of reality." Gardner does not believe IBM is the ideal "late cycle play," as most of the company's hardware revenue comes from legacy platforms, "which should benefit less than Windows or Linux as new application deployment becomes a more important driver." The stock, a component of the Dow industrials, closed Wednesday down $1.58 at $87.84, which is above Gardner's price target of $85. IBM had been upgraded on Sept. 8 to "outperform" by CS First Boston, which had said IBM was the ideal "late cycle tech spending recovery play," as it stood to benefit from spending by large, slower moving information technology commercial customers.
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