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To: Keith Hankin who wrote (15496)	12/24/1997 8:29:00 AM
From: Reginald Middleton	Read Replies (2) \| Respond to of 24154

<. I am not saying that they shouldn't be allowed to integrate, but that the consumer should be able to buy a version of Win95 without the integration. > I don't agree with this. If the consumer does not like the Win 95 combo, they will choose another platform. Before this happens, MSFT will whip into line in order to preserve market share. That is how the suppy and demand theory works. No company is in the position to control demand. As a matter of fact, most companies can't even control supply. If demand is not catered to, a vaccum forms and is filled by supply from a different vendor. MSFT understands this, thus keeps very close tabs on consumer demand in an attempt to prevent that vacuum in thier markets and to fill the vacuum in other markets. NT is a very good example of how they are filling the vacuum in the overpriced workstation markets (long term bear in SUNW), SQL 6.5 in the DB markets (time o short ORCL), and Office was a good exampe of filing the void in the productivity markets (the vendors of the time - WP, Lotus, Ashton Tate, etc.) Non-elastic vendors were not willing to commoditize thier products, just as ORCL and SUNW are having a problem commoditizig thiers. You MUST commiditize your product in order to prevent a vacuum from forming. You expand revenues form a cheaper product and creep up the food chain to recapture oppurtunity. RCM rcmfinancial.com