No one seems to know much about what this is about, but according to The Inquirer, IBM wants all the communications between Intel and SCO or Canopy about IBM, Unix or Linux, notes on the all meetings with either concerning IBM, Unix or Linux. It also wants all contracts or other business relations, past, present, or future, between Intel and SCO.
Its been speculated that something may be up concerning SCO and Intel with regard to SCO's legal challenges against Linux. At the moment, all of this is pure speculation, with nothing being confirmed. These reports should be treated as rumours until something more concrete comes to the surface.