Microsoft would no longer have guaranteed placement on users' desktops. That would mean its ability to leverage the desktop in terms of selling other services would be severely reduced, or it would have to negotiate directly to get that leverage.
More Quotes from Chris Tocq:
This is the last hurrah for the current architecture. The next version of Microsoft's consumer operating system, Windows 2000, will be based on a Windows NT kernel. The business user transition from Windows 95 to NT Workstation is gradually emerging.Chris Tocq
If you look at what the opportunity is for Microsoft, it's that it just starts to sell one thing instead of another -- it's not an increase for them. The revenue opportunity of the release of a consumer operating system is related to how much of the installed base you can get to upgrade by taking the new product and putting it over what they used to have.
Chris Tocq
For instance, on a small business computer from Hewlett-Packard, the word 'Microsoft' may never appear on the screen.
Chris Tocq
Microsoft has been relatively less able over time, to persuade their installed base to make the switch. People are just happy with what they have already.
Chris Tocq
We're talking about something that's four-and-a-half years old. Although there are a lot of businesses that still have Office 97 running, getting free support so many years after, that's pressing your luck.
Chris Tocq
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