Achtung ARIBA!!!

Steve Milunovich von Merrill Lynch hat heute eine Neuausrichtung des Techportfolios seines Hauses angekündigt. In dem Techportfolio werden demnach die Aktien von Texas Instruments (TXN) und Sanmina (SANM) durch Ariba (ARBA) und Dell Computers (DELL ersetzt.

                    Also potentially weighing on the sector is the announcement from U.S. shoemaker Nike (NKE: news, msgs,
                    alerts) late Monday said problems implementing its internal distribution systems contributed to anticipation of a
                    fiscal third-quarter shortfall. See full story. Nike's shares were still untraded in the pre-open.

                    Extreme Networks (EXTR: news, msgs, alerts) eased 81 cents to $25 in Instinet. Analyst Mark Sue at Lehman Bros. lowered his rating on
                    the stock to "buy" from "strong buy," and cut his price target to $40 from $70. Sue believes a combination of changing demand and rising
                    channel inventory levels, as well as increased competitive pressures, may lead to some near-term uncertainty. He also revenue and
                    earnings estimates for 2001.

                    In other stocks seeing pre-open activity, Sun Microsystems (SUNW: news, msgs, alerts) edged up 25 cents to $21, VoiceStream Wireless
                    (VSTR: news, msgs, alerts) advanced $2.44 to $96.

                    Stock futures indicated U.S. share markets would be slightly negative at the open. March S&P futures (WP=H1: news, msgs, alerts) trimmed
                    4.10 to 1,269.50, which was about 1 point below fair value, according to figures provided by HL Camp & Company. Nasdaq 100 futures
                    (AH=H1: news, msgs, alerts) shed 15.00 to 2,085.00.

                    Tomi Kilgore is a reporter for CBS.MarketWatch.com.


Gruß Dampf

Gestern nach 20:00 MEST aus dem Abwärtstrend nach oben ausgebrochen!