IBM Message Board - Msg: 5755007

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Technology Stocks : IBM

IBM 308.58

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Nov 28 9:30 AM EST

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To: Arrow Hd. who wrote (3830)	9/15/1998 3:14:00 PM
From: J R KARY	Read Replies (2) of 8218

IBM's GNS sale may be pre-emptive considering the DOJ's move on MSFT Though MSFT predicts victory , the 10/15/98 trial may result in MSFT being separated into 3 core businesses , OS , MSN , Applications . IBM's Global Network Services sale eliminates any MSFT argument that owning MSN , a world-wide ISP network like GNS is critical , using IBM as a example . What we do know is that IBM has stated its intent to reclaim the PC market . FWIW my DOS speculation centavos leans toward IBM's ultimate use of the $5 bln GNS sale to be used in the PC area . Jim K.

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