ISDEX & Market Moves
In our view Microsoft’s case is that the operating system itself is a browser to applications and functions. A guide engine. The Internet is therefore a natural extension, evolution, of this.
Of course forcing OEMs to bundle Explorer and make it a condition of getting Windows 95 is another story entirely. We’ve seen a string of applications over the years being absorbed into the OS, faxing, file management, “Windows,” etc. Microsoft’s whole strategy, it seems, all along has been to leverage its installed base into the latest hot new realm.
Let someone else pioneer and break ground while it comes along later and absorbs this into the OS. A better approach may be to “Internetize” its Office suite, make every application a “browser.” Forget the OS as browser war. People use applications up front, not operating systems. Internet functionality in applications may be a far bigger threat than a standalone browser.