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To: Bill Jackson who wrote (16254)	1/18/1998 12:27:00 PM
From: damniseedemons	Read Replies (2) \| Respond to of 24154

>Back in the 1890's and later, power monopoloies would build a gas station next door to yours and sell gas under your costs until you went broke.> Wal*Mart does the same.

To: Bill Jackson who wrote (16254)	1/18/1998 11:13:00 PM
From: Flair	Read Replies (3) \| Respond to of 24154

Bill, Thanks very much for your elaboration. 1. Windows95/NT with 95%+ of systems. I think there are still many Windows 3.1 running (for example, I used it since my Office software is in Windows3.1). Thus, your statement may be more accurate if you state "Windows 3.1/Windows 95/NT with around 90% of PC systems". I believe that MAC and OS/2 command around 10%. 2. As for Microsoft going to be a PC maker, theoretically they can do that, but, IMHO, finanically they won't. This is the same thing ever happening to Intel who got backfire from Compaq and other big PC makers. There are a lot of more profitable business that Microsoft can do than making PCs directly. In terms of revenue in software, IBM earned more than Microsoft. We still have many great software companies: ORCL, SAP, CA, BMCS, SGI etc. In the enterprise software, Microsoft is still a dwarf. If my memory serves me correctly, I remember that Microsoft's software revenue in the whole software industry is no more than 5%. 3. The acceptance of Windows CE in Palm PCs or Handheld PCs is determined by consumers. If consumers don't want them, it is going to be a failure no matter how hard Microsoft tries to push it. As far as I know, Microsoft does not manufacture Palm PCs or Handheld PCs directly. If consumers have strong need in Windows CE, then 3Com needs to come up a more competitive product with Windows CE. It is pretty bloody, but it is chosen by consumers. 4. It looks like that you don't believe that Microsoft has a bit of integrity to compete fairly against other companies. Let's wait and see if DOJ can prove this point. 5. IMHO, the integration of (1). cell phone (2). pager (3). voice mails (4). personal organizer. (5). fax. (4). Palm PC or Handheld PC. may come in a couple of years. It is mostly decided by what consumers' need. Again, thanks for your reply.