Bonum Certa Men Certa

Microsoft controls IBM's destiny




Operating Systems Direction Issues David Reed 6/4/90

The central issue in the operating system directions today is the apparent divergence of IBM's operating system direction from Microsoft's direction. This creates a very uncertain application development environment. It is not clear today wether following IBM's systems direction is a profitable direction.

Our overall impression is that IBM has nearly completely post control of the operating systems directions of its systems. Consequently, Microsoft now is in more control of IBM's destiny than ever.


Full Exhibit