How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 485.49

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3:59 PM EST

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To: Bearded One who wrote (6814)	5/10/1998 2:02:00 AM
From: Dwight E. Karlsen	Read Replies (2) of 74651

I don't think that threatening to terminate a customer/vendor relationship is the same as a threat to put them out of business for competitive reasons. Clearly CPQ could have purchased Win95 from a different source and put the CD in the package. In case you didn't know, it has been my experience that when purchasing a new PC, I as the end user has to install Win95. Win95 was written onto the HD, but the install process had not been done. This was not some no name PC vendor, but Dell Computer. I'm not sure why they even wrote some code onto the HD, as the original CD was included with the package. So I disagree with you that MSFT threatened to put CPQ out of business. For that matter, CPQ could have simply given a coupon for customers to order the software from any number of resellers. No big deal. Clearly there needs to be some kind of DOS boot disk, and the customers like for the HD to be pre-formatted. That stuff could have been done w/o Win95 I would bet. I'm sure there was a way around it. If Compaq bent to MSFT's demands to keep the IE icon on the desktop, they chose to do that willingly, and no harm would have accrued to them, IMO. DK

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