Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Dwight E. Karlsen who wrote (7223)	5/15/1998 10:05:00 AM
From: Daniel Schuh	Read Replies (1) \| Respond to of 74651

Dwight, I will interject a (really meant to be non-inflamatory) fact. When I ordered my computer from Micron 1 1/2 years ago, the marginal cost of Office Pro 95, over Works, was $40-50. I'm sure it wasn't more. There were the usual tricks, where the bundles actually came in 2 different "models", but this was comparing identically configured systems, except for Office vs. Works. It was also at a time where the Office 97 upgrade was free. Microsoft's OEM dealings are a key strength, and it will be very interesting to see what gets negotiated there. It will also be very interesting to see if it makes any difference. The OEMs will need some real cover before they try to stand up to Bill again, given the outcome of the sacred icon war. Compaq could stand up to notoriously ruthless and vindictive Intel, ushering in the era of cheap PCs, but they were defenseless against Microsoft. Cheers, Dan.