IBM Message Board - Msg: 4313875

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Technology Stocks : IBM

IBM 309.24

-0.5%

Dec 12 9:30 AM EST

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To: Mark Brophy who wrote (3028)	5/4/1998 11:40:00 AM
From: Arrow Hd.	Read Replies (1) of 8218

Regarding the issue of acquisitions, this is not always a clear picture. Obviously Lotus sticks out but IBM makes many small acquisitions where they buy a piece of a company every year. They will often include a clause in an OEM deal where they reserve the right to buy 5% of the company. This was mentioned either here or on the Xylan thread a while back regarding IBM's buying Xylan networking products. So I believe there is an extensive portfolio of investments in technology companies on a world-wide basis that accrues a multitude of benefit. But since they are not total acquistions they never make the news. With the rise in market value of many of these companies in the portfolio it also assists the bottom line when they sell off their holdings. Selling off holdings can also be done for many reasons and it would not necessarily show up anywhere. Depends probably on how much they own and the country of transaction. Anyway, it is my belief these are cash deals and when added up can be more significant then we believe.

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