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To: Tenchusatsu who wrote (139074)	7/11/2001 5:49:45 PM
From: Road Walker	Respond to of 186894

Ten, re: Gee, Microsoft finally gets it. Allowing the removal of Internet Explorer is no big deal. It alleviates (if not eliminates) accusations of bundling, and people will still want the total package with IE bundled. It might have been different 5 years ago when Netscape was a credible, if not superior browser. The good news is their revenue pre-announcement. I guess they have some good things to say about the rest of the year (per CNBC). AH, stocks are trading up, including Intel (29.60). The market was looking for some good news. John

To: Tenchusatsu who wrote (139074)	7/11/2001 6:01:51 PM
From: Ali Chen	Read Replies (1) \| Respond to of 186894

Tench, "Gee, Microsoft finally gets it. ..It alleviates ... accusations of bundling, and people will still want the total package with IE bundled. Why Microsoft held the hard line for so long .. is beyond me." Yep, you seems to be very confused. Where did you get this "accusation of bundling" terminology? You got everything backwards... Bundling is pushing an unwanted product in bundle with much-wanted product, with addition to price BTW. It is clearly not the case with Internet browsers. What MS did was fusing the IE into their OS thus making the original Netscape application unnecessary. By admitting that IE can be separated from OS, MS admits that they effectively dumped an application on market for free, apparently with intent to drive their competitior Netscape out of business. Clearly the new interpretation of IE and OS relationship could pose serious problems with DOJ under previous administration, but apparently not much trouble with the new one. - Ali