IBM: "Within tech, we think that prospects of a...

9:24 AM "Within tech, we think that prospects of a potential bottoming in consensus estimates are improving ... relative safe haven stocks could be used as a source of funds," writes JPMorgan's Mark Moskowitz, explaining why he's downgrading EMC (EMC -1%) and IBM (IBM -1%) while upgrading H-P (HPQ +1.6%) and Fusion-io (FIO +6.1%). Apple and NetApp are his top large-cap picks, and Fusion-io, which he argues continues to "hold the pole position in server-side data acceleration," is his top small/mid-cap pick. EMC has already seen a raft of negative sell-side notes. Read comments

More Market Currents on IBM: All currents | Earnings | Dividends | M&A | On the move

StockTalk on IBM: IBM StockTalk | Twitter IBM | Twitter $IBM | IBM Instablogs

Press Releases on IBM

• IBM Social Sentiment Index Predicts New Retail Trend in the Making (PR Newswire)
• IBM Helps Growing Businesses Expand Global Technology Support (PR Newswire)
• IBM Tops U.S. Patent List for 20th Consecutive Year (PR Newswire)

Focus Articles on IBM

• IBM: Big Blue's Century Of Growth by Derek A. Barrett
• IBM Is A Solid Buy For 2013 And Here Is What You Should Do by Stock Gamer
• IBM: A Safe Tech Play With 13% Upside This Year by Matthew Frankel

Related Articles on IBM

• The Top 9 Investments For 2013 by The Oxen Group
• Evidence For Distortion Of The Market Caused By QE3 by Brendan O'Boyle
• Hewlett-Packard's New Releases Will Not Boost Price Multiples by IncomeHunter

Transcripts on IBM

• International Business Machines Management Discusses Q3 2012 Results - Earnings Call Transcript
• International Business Machines' Management Discusses Q2 2012 Results - Earnings Call Transcript
• International Business Machines Management Discusses Q1 2012 Results - Earnings Call Transcript

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