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To: Richard Habib who wrote (24500)	5/1/1999 2:04:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 213177

Rich IBM sent the "settlement" signal to MOT two weeks ago. IBM wanted INTC out of its AIM way . Most likely MOT would have had to use IBM as its witness and INTC could ask them "questions" . The "settlement" probably limits INTC to working on stuff IBM threw away . Part of GS's AAPL recommendation is puzzling: " The company may start using some of its $2.8 billion in cash for stock buybacks, which would help boost the share price, Schutte noted in his report. " Is it speculation ? A way to panic shorts ? Either AAPL wants its share price to appreciate or a denial is in order . Jim K.

To: Richard Habib who wrote (24500)	5/2/1999 2:26:00 PM
From: J R KARY	Read Replies (3) \| Respond to of 213177

Rich IBM Microelectronics (ME) relocated to NY , bought 32 bit OS host The AIM partnership appears to be progressing so IBM felt the MOT - INTC suit was better off settled "out of court" . INTC since settled with the FTC . IBM's new ME chief made a speech at IBM's NY plant dedication suggesting that . In reality I suspect IBM moved its ME brains from Austin long ago and MOT's suit was intended to pressure the FTC . A while back IBM (1 1/2 yrs) bought a OS host system from ARM (an AAPL investment) which allows a 32 bit OS to reside in a 16 bit CPU (routers , hand-helds etc) . Haven't seen IBM use it to date and it could be limited to a PowerPC ASIC chip , but with AAPL's P 1 (Mac OS 8.6) coming it intrigues me . Don't know if AIM will get IBM's 32-bit OS host . It looked to be the type of code that could bring OS compatibility to many devices . IBM has a supply deal with 3COM so AIM may never see it . Jim K.