IBM Message Board - Msg: 10477807

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Technology Stocks : IBM

IBM 304.14

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Nov 24 3:59 PM EST

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To: Don Hurst who wrote (5409)	7/12/1999 8:30:00 PM
From: J R KARY	Read Replies (2) of 8218

Don't see IBM buying SQNT as a "technology" purchase , but as a defense Acquiring it for one year's revenues seems like IBM didn't want the SQNT customer base to go to CPQ who could use it to build a 64-bit Alpha chip base . CPQ is currently in disarray so IBM had the edge . SQNT was losing money , and awaiting success through marketing INTC's forever delayed IA64 CPU would truly prove patience is a SQNT virtue . Acquiring SQNT's UNIX talent in the deal should help AIX but IBM's InterActive UNIX (AIX) still needs a Graphical User Interface (GUI) . biz.yahoo.com However it was a marginally good deal for both companies . Jim K.

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