How high will Microsoft fly? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly?

MSFT 478.47

-1.0%

Dec 12 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andy Thomas who wrote (44267)	5/4/2000 1:05:00 PM
From: rudedog	Read Replies (2) of 74651

Andy - I agree with your posts, except that I don't think the OEMs thought MSFT was particularly predatory, and in the few cases where MSFT actually DID try and muscle them, testimony showed that the OEMs "just said no"... the notion that the OEMs were somehow captive to MSFT "because they have to ship Windows" has been thoroughly debunked. The reality is that MSFT is more dependent on the OEMs than the OEMs are on MSFT. There are lots of alternate ways to put the OS and apps on a box - it can be done through the channel via DSP or MOLP licensing, it can be done by the customer via Select licenses, it can be done by an SI via a number of mechanisms. One might argue that a strictly direct vendor like DELL would be slightly more vulnerable to pressure, but evidence suggests that DELL was as independent as the rest.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next