How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

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To: Daniel Schuh who wrote (10980)	9/24/1998 7:16:00 PM
From: Larry Sullivan	Read Replies (1) of 74651

And what OS would they go with, Larry, if they wanted to enable people to use the wonderful universe of Windows software? That Microsoft is allegedly just a small part of? Bill said that, you know. A $240billion industry and all that. Or am I confused again? I would say that you are confusing a situation in which it is beneficial to OEM's and consumers for the PC's to come loaded with Windows and some ability for them to choose. I keep seeing on these threads how great Linux is etc...So if the economics of these OEM's make them need a lower priced OS and Microsoft doesn't respond in a way that the OEM likes then they can choose to preload something else. This may or may not end up being a good decision finacially for the OEM. If they sell more PC's and make more money per unit since there costs are lower then this would be a good decision, but if users decided not to buy this OEM's PC because the user wanted Windows then you would qualify this as poor. But I fail to see how Microsoft has any role in this other than deciding its own pricing terms and having build a desirable brand. The choice seems to me to sit with the user and the OEM. I know you feel differently but this is truly how I see it. Larry...

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