Originally posted by shen
M$ makes money from only two units, and ask any company why they buy windows and don't look at linux and they say "Office."
Actually, they turn a profit from four units: OS, Applications (Office), Enterprise, and Internet. (MacBU also makes a profit, but I think that gets folded into the others when they put their quarterlies out.*) Though I will say how they derive a profit from Internet is highly suspect and it'll be a big stretch to say that they can control prices in Enterprise so they don't have monopoly power there.
I'd say they have a dominant position in Windows desktop OS, Microsoft Office, Internet Explorer, Visio, Project, and Outlook. Visio and Project are a niche so they don't do much to maintain the main monopoly (the OS)--a program like Autodesk AutoCad does much more than both these two products combined.
If it wasn't for bundling and the library integration, IE's position would whither in about a year so it's hard to say this is a monopoly. Ditto for Outlook.
Also, don't discount OpenOffice/StarOffice. I know it looks like crap on the Mac, but it's doing very well. In fact, it does a better job at converting old Word documents than Word itself (so much for the "use MS for compatibility" argument). At the rate it's going, it'll at the minimum force Microsoft to rethink their Office strategy which has really stagnated for the last few years. If Apple introduces a Word competitor, I hope it supports OpenOffice.org's open XML document format, though given the size and licensing it would be unlikely for Apple to be able to base an "iWrite" or "Document" on it's code base.
I think that the name "iWrite" sounds to me like either a bundled AppleWorks editor replacement or a tablet pc/peripheral. Hopefully we won't have to wait as many years between the trademark registration and introduction of it as we did for Keynote.
Take care,
terry (who enjoys being able to open Word documents in TextEdit in Panther.)
* BTW, I believe Microsoft may still be the largest software vendor outside of Apple by revenue in the Mac market.