Is This Retailer Starting A Price War?


Stocks are flat today.
The
market shrugged off lower-than-expected consumer confidence levels of 89.6, with
the Dow hovering above 10,000. Sony
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and Bertelsmann have
announced a merger of BMG and Sony music, excluding Sony’s music publishing and
CD production units. The music industry has been suffering financially from
piracy and competition from video games. Sears
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became the first
retailer to begin offering major holiday sales. Many other retailers have been
reluctant to offer deep discounts to consumers but Sears have launched a
surprise sale, slashing prices by as much as 60%. United Tech
(
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was upgraded by Prudential. UTX also confirmed its double-digit EPS growth
outlook.

Dow
+17.82

10024.41
S&P 500 +0.91
1072.45
Nasdaq -0.76
1941.56

The day’s leading sectors are
Internet
(
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+4.06%, Semis [SOX.X|
SOX.X]
+3.80%, Tech
(
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+2.50%, and Insurance
(
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+2.40%.

Weak today are Telecoms
[XTC.X|
XTC.X] -0.90%, and Networking
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-0.85%, .

Economic news releases included
a 0.3% decrease in PPI, and a trade deficit of $41.8 billion. Preliminary
Michigan Sentiment is at 89.6.

10-year Notes are +130
at 114 005

The dollar is +0.36 at
88.53

Gold is +2.60 at 407.20

Crude Oil is -0.53 at
32.38

Volume is 575,000,000 on
the NYSE, and 801,000,000 on the Nasdaq.

Market breadth is positive.

NYSE Issues
Advancing 1683 Up Vol
272
Declining 1409 Down Vol 230
Ratio 1.18 1.18
Nasdaq
Advancing 1526 Up Vol
351
Declining 1385 Down Vol
339
Ratio 1.13 1.03

Top Dow stocks are:

United Tech [UTX|UTX],
+2.43% at 91.45, GM
(
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,
+1.40% at 49.61, Honeywell Intl [HON|
HON],
+1.30% at 31.37, and Disney
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, +0.90% at 22.80.

Stocks in the news:

Ameritrade
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gave investors a rosy outlook, upping its first-quarter earnings to 14-17 cents
a share. For the fiscal year, it expects to earn 37-59 cents per share. Customer
trading volume rose to 180,000 for the month of November, up 6% from October.

Coca-Cola
(
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announced plans to buy back $2 billion shares of its stock in 2004, one third
more than in 2003. The company also expects to commit $125 million to fully fund
its pension plan in 2004, with pension and post-retirement expenses increasing
by $30-$40 million.

Halliburton
(
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hit a 2-month high
amid a Pentagon investigation. The audit showed the government may have been
overcharged by as much as $61 million for gasoline in Iraq.

Adobe Systems
(
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is up 3% after
reporting net income of $83.8 million for the fourth quarter, beating analysts’
expectations. Sales rose from $294.7 million to $358 million.

Brice
Wightman

bricew@tradingmarkets.com