Dell and IBM rose on positive analyst comments Monday, but the broader market fell on bankruptcy and earnings worries.

IBM climbed about 1% after Citigroup upgraded the stock from hold to buy on expectations of strong server and service sales. IBM reports third-quarter earnings on Oct. 17.

Dell was upgraded to strong buy by Needham, which said the sell-off in the company's stock that followed disappointing second-quarter sales was overdone. Dell won't report its third-quarter results until Nov. 10.

Earnings season will kick off Tuesday night with results from Apple and AMD, and then swing into high gear next week.

The broader market declined on warnings from the likes of Xilinx and Unisys and a bankruptcy filing by auto supplier Delphi.

The Nasdaq fell 11 to 2078, the S&P 500 lost 8 to 1187, and the Dow fell 53 to 10,238. Volume rose to 2.2 billion shares on the NYSE, but declined to 1.42 billion on the Nasdaq. Decliners led 23-9 on the NYSE, and 19-10 on the Nasdaq. Downside volume was 81% on the NYSE, and 68% on the Nasdaq. New highs-new lows were 34-160 on the NYSE, and 44-100 on the Nasdaq.

eBay climbed 1.4% after Citigroup analyst Mark Mahaney said he expects better than expected numbers when the company reports quarterly results Oct. 19.

Aladdin Knowledge Systems fell 14% on a warning.

Ariba jumped 11% on an RBC Capital upgrade.