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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?


To: Daniel Schuh who wrote (15325)12/22/1997 2:24:00 PM
From: Daniel Schuh  Read Replies (1) | Respond to of 24154
 
LET IT GO, MR. GATES. YOU'LL WIN ANYWAY businessweek.com

Aside from the derisive Dowd/Middleton/Moody crowd, nobody much seems to be on Bill's side on the antitrust issue. Or maybe I'm just looking in the wrong places, I'm unfamiliar with where the Objectivist crowd hangs these days. Bill Gates IS John Galt!

In a move that flaunted the injunction, Microsoft dreamed up this ''choice'': PC makers can delete Internet Explorer files from Windows 95--not a very viable option since Microsoft warns that doing so could render the operating system useless. Or they can ship their PCs with a version of the operating system that is more than two years old and lacks the browser as well as key enhancements added to Windows since then. Or stick with the latest version of Windows with Internet Explorer, for the same price. It's not hard to figure out which option PC makers will choose. The Justice Dept. was not amused by this maneuver. On Dec. 17, it filed a ontempt motion.

But we know all that, I just had to quote this so I could put in my usual needle about what the customers want- Obviously, it's that two year old retail release. It's the best seller in the stores! The OEMs should be demanding it, not resisting it! Funny, nobody seems to want to rise to that bait.

There is a way to avoid that risk. (of world in turmoil waiting for the OS formerly known as Windows 97-me) Microsoft can stop fighting the Justice Dept., unbundle its products, and let PC makers and consumers choose. A company with Microsoft's skills should be able to produce two reasonably up-to-date versions of Windows--one with Internet Explorer, one without. Most PC makers already bundle Internet Explorer. And, given a choice, they will likely choose the integrated product. All the government is asking, for now, is that PC makers and consumers get a choice. So, Bill, let the markets decide, and save yourself a lot of trouble.

But, trouble is Bill's middle name. Like Hank Stamper said in Sometimes a Great Notion, "Never give an inch". Let's run those logs down the river by ourselves, we'll show those commie union guys.

Cheers, Dan.