IBM Message Board - Msg: 5752582

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Technology Stocks : IBM

IBM 308.58

+1.8%

Nov 28 9:30 AM EST

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To: treetopflier who wrote (3826)	9/15/1998 11:43:00 AM
From: Marty	Read Replies (1) of 8218

Re: "If so, what might they have as a better investment alternative for their $5B?" I think they ought to use some of it to buy Open Market (OMKT). This is an acquisition I've been writing about for some time. It seems that OMKT not only has some very good entry level e-commerce software and a decent customer base and respectable sales growth, it also has some significant e-commerce patents. Nobody prosecutes and defends patents like IBM and they could take over this function and do a better job than OMKT in this regard. They would also contribute to the array of e-commerce products IBM has to sell. I really do think that the bone is buried with the patents though. If they really are as good as they sound, they could put IBM back in the driver's seat ... where they belong. Another candidate is Checkpoint (CHKPF) who has the biggest net security market share. I don't know how this fits in with IBM's security technology but it is another significant piece of the market IBM wants and is a better position then their network.

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