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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Gerald R. Lampton who wrote (21606)11/20/1998 12:01:00 PM
From: Bearded One  Read Replies (2) of 24154
 

>>Microsoft has engaged in conduct that it could not profitably pursue unless it possessed monopoly
>> power. For instance, when one OEM removed the IE icon from the Windows 95 desktop, Microsoft
>> responded by threatening to terminate that OEMs' Windows 95 license. The OEM capitulated to
>> Microsoft's demands.35 It is plain it did so because, as OEMs universally explain, a Windows license
>> is essential to remaining competitive in the OEM market.36 This capitulation is itself evidence of
>> Microsoft's monopoly power.

This comes very close to saying that, because Microsoft engages in conduct that would be predatory if it were a monopolist the fact that it engages in such conduct proves it is a monopolist.


I think the point isn't that Microsoft engaged in certain conduct, but that the conduct was successful. After all, I could write a letter to Compaq stating that if they don't take my browser, I won't sell them my operating system as well. But my conduct won't result in them taking my browser.
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