"I have noticed recently that MSFT is acting peculiar"
well, as i've always said here, its not "if" but "when" - gov's, companies, and eventually individuals - will turn to linux, as it becomes more complete and easier to use, avoiding the msft lock in and the implicit tax on all your software (not to mention the heavy handed licensing). and the squeeze for lower IT budgets (plus the push for independence from a monopolistic u.s. corporation) is already pushing many in that direction (with some gov mandates already in various countries).
anyway, if the "when" is "now", then this could explain not only the weakness in msft, but the strength in ibm ...