Silke
06.04.2001, 07:58
Guten Morgen,
es ist irre wie gut sich zur Zeit EMC nach einem Schlachtfest der Nasdaq die letzten zwei Tage schlägt. Bereits am Mittwoch, wo der Markt erneut abschmierte, ging EMC den Weg Richtung Norden. Und auch Gestern ließ sie sich nicht von ihrer Richtung abbringen als Extreme mit einem KGV von über 60 nachbörsl. warnte, daß sie dieses Jahr anstatt einen Gewinn einen Verlust melden wird.
Hier jetzt mal der Originaltext im Anschluß, indem die Fondsmanager durchaus schon von einem attraktiven Kaufniveau der Aktien EMC und IBM sprechen - ja sogar von dem heißgeliebten Boden :D !!!
Ich werde nachher mal die Charts und die Bewertungsmaßstäbe einfügen !
:)
MM
PS: Wer ein Consors-Konto hat sollte sich mal überlegen wieder an das Crossen zu denken (Kauf in Amiland - Verkauf nächsten Morgen in Deutschland :) )
EMC, IBM Shares Rise on Optimism
4/5/2001 5:20:00 PM
LOS ANGELES (Reuters) - Investors snapped up shares of two of the technology sector's stalwarts -- EMC Corp. (EMC) and International Business Machines Corp. (IBM) -- on Thursday as the recent sell-off in high-tech shares sunk the stocks to levels too attractive to ignore, fund managers said.
``There has been a lot of bad news and the selling may have been excessive,'' said Miner Crary, managing director of Boston's Seaward Management Corp. ``So I would say they are popping up on some hope things are near the bottom.''
Fund managers noted that EMC, the top data storage systems maker, was especially strong. The stock closed up nearly 18 percent, compared with a 4.2-percent gain in the Dow Jones industrial average () and an 8.9-percent rise in the Nasdaq composite () .
``Of all the large-cap tech stocks, (EMC) probably has the most visibility, even in this environment,'' said Timothy Ghriskey, who manages $4 billion as a senior portfolio manager at Dreyfus Corp.
Demand for EMC's storage products remained strong, he said, and while orders may be delayed, they are unlikely to be canceled.
EMC rose $4.80 to $31.75, and was the fourth most active issue on the New York Stock Exchange. It hit a 52-week low of $25.10 on Tuesday after rising as high as $104.94 in September.
Fund managers noted that shares of IBM, the world's largest computer company, was strong after rival Dell Computer Corp. (DELL) said it will meet its first-quarter forecast. That news was welcome relief from recent months of earnings warnings in the sector.
IBM shares were up 6.8 percent, or $6.21, at $98.21. Shares have recovered from year lows in December of $80.13 but are down from a 52-week high of $134.94.
Dreyfus' Ghriskey noted that IBM has not lowered its earnings expectations and has posted very consistent earnings. As the sector has struggled with weaker demand, he added, IBM has gained market share.
es ist irre wie gut sich zur Zeit EMC nach einem Schlachtfest der Nasdaq die letzten zwei Tage schlägt. Bereits am Mittwoch, wo der Markt erneut abschmierte, ging EMC den Weg Richtung Norden. Und auch Gestern ließ sie sich nicht von ihrer Richtung abbringen als Extreme mit einem KGV von über 60 nachbörsl. warnte, daß sie dieses Jahr anstatt einen Gewinn einen Verlust melden wird.
Hier jetzt mal der Originaltext im Anschluß, indem die Fondsmanager durchaus schon von einem attraktiven Kaufniveau der Aktien EMC und IBM sprechen - ja sogar von dem heißgeliebten Boden :D !!!
Ich werde nachher mal die Charts und die Bewertungsmaßstäbe einfügen !
:)
MM
PS: Wer ein Consors-Konto hat sollte sich mal überlegen wieder an das Crossen zu denken (Kauf in Amiland - Verkauf nächsten Morgen in Deutschland :) )
EMC, IBM Shares Rise on Optimism
4/5/2001 5:20:00 PM
LOS ANGELES (Reuters) - Investors snapped up shares of two of the technology sector's stalwarts -- EMC Corp. (EMC) and International Business Machines Corp. (IBM) -- on Thursday as the recent sell-off in high-tech shares sunk the stocks to levels too attractive to ignore, fund managers said.
``There has been a lot of bad news and the selling may have been excessive,'' said Miner Crary, managing director of Boston's Seaward Management Corp. ``So I would say they are popping up on some hope things are near the bottom.''
Fund managers noted that EMC, the top data storage systems maker, was especially strong. The stock closed up nearly 18 percent, compared with a 4.2-percent gain in the Dow Jones industrial average () and an 8.9-percent rise in the Nasdaq composite () .
``Of all the large-cap tech stocks, (EMC) probably has the most visibility, even in this environment,'' said Timothy Ghriskey, who manages $4 billion as a senior portfolio manager at Dreyfus Corp.
Demand for EMC's storage products remained strong, he said, and while orders may be delayed, they are unlikely to be canceled.
EMC rose $4.80 to $31.75, and was the fourth most active issue on the New York Stock Exchange. It hit a 52-week low of $25.10 on Tuesday after rising as high as $104.94 in September.
Fund managers noted that shares of IBM, the world's largest computer company, was strong after rival Dell Computer Corp. (DELL) said it will meet its first-quarter forecast. That news was welcome relief from recent months of earnings warnings in the sector.
IBM shares were up 6.8 percent, or $6.21, at $98.21. Shares have recovered from year lows in December of $80.13 but are down from a 52-week high of $134.94.
Dreyfus' Ghriskey noted that IBM has not lowered its earnings expectations and has posted very consistent earnings. As the sector has struggled with weaker demand, he added, IBM has gained market share.