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A: Comes vs. Microsoft - exhibit px_0860, as text
PLANTIFF’S EXHIBIT 860
Comes v. Microsoft
From jonl Wed Jul 24 23:42:44 1991
To: cameronm
Subject: Seybold report on office computing
Date: Wed Apr 29 19:11:02 PDT 1992
Date: Wed Jul 24 23:42:16 1991
>From billg Wed Jul 24 10:51:31 1991
To: jonl steveb
Subject: Seybold report on office computing
Cc: carls jeffr martyta mikehal paulma russw W-pamed
Date: Wed Jul 24 10:51:16 1991
This report highlights our failure to get our message out.
It praises Os/2 2.0 endlessly using the charts from the IBM
white papers. For example the chart showing windows giving you
only 506k of memory and Os/2 giving you 620k.
It praises the better windows than windows capability - including
“one of the best attributes of windows applications run within
Os/2 is the superior system intgrity. Should an application crash you
can just closre the session and continue. No need to close down and
restart. Performance is helped by Os/2 preemptive multitasking and
the ability to share I/o. At the roll out bash in New York IBM
demonstated the same windows application running on a Windows
machine and on an Os/2 machine. Certainly there is no performance
trade off for the greater stability offered by Os/2 2.0″
In a section called Os/2 does it better he goes on to say:
As an integrating enviroment Os/2 provides some nice enhancements
over plain windows. First Os/2 2 can run both windows 2 and windows 3
applications at the same time.
Later we read:
Os/2 2 is undoubtedly a splendid integration environment. Even with the
early code wve see it does indeed run dos better than doas, windows
better than windows and so on. With the new pricing it is difficult
to think of a reason for not using Os/2 at the integrating environment.
If you can get a better environment for the same amount of money as
windows wouldnt you make the switch other factors such as hardware cost
being equal?
He reviews our strategy in a fairly negative way.
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EXH 96 DATE 2/14/02
WITNESS Silverberg
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I am sure I will get back some message about how steve will see these
people and it will all be better. It wont be better. No one is taking
responsibility for getting our message out broadly. Yes someone
should call mike and sicuss this exact points but the customers will
read what he has written. We should recognize we are loving this battle
and we need a lot mor creativity to get on top of it.
From w-clair1 Thu Jul 25 19:46:22 1991
To: billg bradsi jimall jonl mikehal paulma richab russw scotto steveb
Cc: billmi cameronm carls garygi julieg martyta mikemap rogersw w-clairl
w-pamed
Subject: SteveB press tour trip report (long mail)
Date: Wed Apr 29 19:11:09 PDT 1992
Date: Thu Jul 25 19:33:28 1991
SteveB went on the road to see the top weeklies, industry
analysts and business press this week to give our systems
strategy. The meetings included demos of Windows 3.1 (pen and
multimedia included), Windows NT, OS/2 2.0 including a
performance comparison to Windows and a “bad app” that
corrupted other applications and crashed the system. It was a
very valuable trip and needs to be repeated by other MS
executives throughout the next month so we hit all the
publications and analysts.
Summary:
1. The feedback from the editors and analysts is that the
Microsoft Windows-centric strategy is clear. Steve cleared
away the cobwebs spun by IBM and our own formerly more
convoluted messages on the roles of Windows vs OS/2.
2. There is healthy skepticism about IBM’s ability to deliver
what they promised in OS/2 2.0 and in IBM’s overall future
strategy. Steve did a great job of explaining how IBM will
have a very hard time delivering on the promise.
3. However, many take a “wait and see” attitude toward the
possibility of IBM success with OS/2 2.0. Common wisdom seems
to be that some corporate accounts will go with OS/2
regardless since it’s “blue” and that if they deliver a good
product customers will be forced to chose it or Windows.
4. The demos of OS/2 were excellent. Crashing the system had
the intended effect–to FUD OS/2 2.0. People paid attention to
this demo and were often surprised to our favor. Steve
positioned it as –OS/2 is not “bad” but that from a
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performance and “robustness” standpoint, it is NOT better than
Windows. We know the design point, we know what’s in it.
Forrester Research is publishing a bulletin tomorrow that says
“Ballmer exploded some “myths” about OS/2: It doesn’t run
Windows applications presently, it’s not bullet proof and
dependable–MS was able to demonstrate several instances of
OS/2 crashing!
5. Everyone asked us how Microsoft feels about the general
“geopolitical” situation. We were questioned on how we viewed
the Apple/IBM deal (Steve: I wouldn’t want the job as
development manager for the mother of all operating systems),
the Novell/DRI deal (Steve: there are several scenarios there-
-not clear what they can do with this), the BillG memo (Steve:
We did not leak it and it really caused me to spend time
cleaning up fires). Several people told us Microsoft is more
isolated now. Steve made the point that we have a good
technical relationships with most of the companies that might
be combative on a marketing front. Generally, the view is that
the PC world is undergoing major shifts (albeit longer term)
and whatever the resolution, Microsoft’s role will be in some
way, major or minor, changed.
6. The general agreement is that ISVs are not confused about
what to develop for–Windows–regardless of the outcome of the
OS/2 2.0/Windows horse race. We were told that Frank King
said–I don’t have to worry about supporting OS/2 2.0 since
IBM has promised Windows support. If they don’t do good
Windows support, I’m still in great shape.
7. The Windows NT demo went a long way toward proving that
this technology is far along. Checking back, the feedback is
that Windows NT was viewed as important for several reasons:
o It’s far along
o It’s Microsoft’s forward path, not OS/2 3.0
o LAN Man will be supported on it
o It is the ACE platform, not “OS/2 3.0″
o The OS/2 subsystem for Windows NT is only for a small
subset of customers that will need it.
a. We discussed the state of the IBM relationship and made the
point that in April, IBM made our path clear. Doug Cayne of
Gartner said, Microsoft has taken off the kid gloves.
Here is high-level summary of the meetings. Action items,
details to be sent separately.
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Page: 122
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Business Press:
Good meetings with Paul Carroll, Wall Street Journal, Evan
Schwartz, Business Week, and John Marcoff, New York Times.
Paul had several misconceptions that IBM had planted. He said
that he is getting back into daily writing and appreciated the
update. Evan is interested in spinning out the scenarios for
the next ten years of the PC industry for their big story. He
asked about Novell, IBM, object technology–what does it mean
really. Marcoff had been to Boca–he said that it was really
“disorganized” down there. He asked about the meeting between
Scully and BillG–Steve said it was of no consequence. Marcoff
said the industry strategy seems to be to “get Microsoft.” He
said he buys the OS/2 scenario that Steve gave. He was curious
if Microsoft and IBM are now “enemies.” Steve said no, but we
truly compete and we don’t see much chance of change in
current situation.
Magazines:
PC Week was lengthy. Paul Sherer asks very good questions
about the strategy. Sam Whitmore was somewhat hostile. He
demanded to know if he could talk to BillG about the
Scully/BillG meeting and did not seem to believe Steve about
the discussion the two had. PC Week is doing one story that
will be inside the magazine. (The cover will have a scoop on
Windows Word 2.0, a MS/Great Plains deal, the Microsoft
analyst meeting). PC Week will continue to be skeptical of
Microsoft.
Computerworld was a good meeting. Paul Gillan and Tish asked
the expected questions. Paul reiterated that he needs to get
out to Microsoft in the next year to get a complete update.
Infoworld. A good meeting, lots of editors were there.
Questions were on our product strategy, geopolitical issues,
how can Microsoft think it will beat IBM. They are doing a
story for next week.
CRN. They were briefed over the phone and will do a story,
focused on Windows NT, and LAN Manager for NT.
PC Computing. Good turnout from the editorial staff. Dale
LeWallen will keep the staff straight on technical matters.
The new executive editor, Ed Bott, was highly interested in
our product plans and we can work with them for good coverage
on Windows 3.1 and Windows NT.
Analysts:
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Gartner has been openly critical of IBM’s strategy. They told
us they are on the outs with IBM as a result. However, they
think it will take time to prove out who wins the desktop.
Forrester said that Microsoft has not had such a clear
strategy in 18 months and we impressed them with the data.
They are putting out a bulletin tomorrow. This was prodictive.
Dataquest and IDC had misconceptions that we cleared up. Nancy
McSharry had 3 sets of projections for OS/2 (low, medium,
high) that in the best case scenario showed OS/2 with 25%
market share only by 1995. On unrelated matter, she told us
she could not get Windows to run on her 386–we need to do
this for her.
Esther Dyson thinks MS is too big and slow to do good work;
conversely she thinks that the Apple/IBM deal could result in
good things. We should have her meet with Allchin to talk
about objects etc.
Jeff Tarter had an excellent meeting with Steve. This is the
first time they had met. Steve did a good job of relating to
Jeff’s focus. Jeff told us that for the first time he sees
Windows offering things that the Mac cannot. He is highly
skeptical of the Apple/IBM deal as well. We need to invite
Jeff to the Windows strategy briefing in Boston–he likes to
talk to small developers.
From marlyla Fri Jul 26 09:38:12 1991
To: cameronm
Cc: w-clairl w-pamed
Subject: RE: Stewart Alsop
Date: Wed Apr 29 19:11:31 PDT 1992
Date: Fri Jul 26 09:36:00 PDT 1991
Sure do it.
Also he is planning to be at MS the week
of August 19th. You might want to
invite him to drop by.
Also, keep in mind that Steveb has a conservative
approach to this issue. He is concerned that we
not over-promise a great developer support program
until we have proven that we can do a good job
at it. So position your efforts as growing.
X 547376
CONFIDENTIAL
WinMail 1.21 lynnra Wed April 29 18:57:00 1992
Page: 124
________________________________________________
Comes vs. Microsoft - exhibit px_0797, as text
PLAINTIFF’S
EXHIBIT
797
Comes v. Microsoft
| Compaq
|
| 12. Get Windows positioned as where the action/apps are:
| Leverage the releases of 123/W and WP/W in any way
| possible - the lack of a decent WP & 123 for OS/2 is a big
| negative for OS/2, and positive for Windows. Is there
| anyway we can really get this to work for Windows?
| Personnally I would be willing to sacrifice Excel/Word a
| little on this front.
|
| 13. Keep the ISVs loyal - sell Win architecture to them heavily.
|
| 14. Develope pro-active plan to sell Windows to the corporate
| developers:
| - Visual Basic focus in H2′CY91?
| - Corporate Developers focus on Win32 and Win/NT in H1′CY91?
|
|
|
|
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156
>From bradsi Fri Jun 28 08:38:57 1991
To: davidcol
Subject: PM Bad App…
Date: Fri Jun 28 08:38:56 1991
| > From paulma Thu Jun 27 09:38:17 1991
| To: bobmu bradsi carls jonl steveb
| Subject: PM Bad App…
| Cc: ericfo
| Date Thu Jun 27 09:30:12 1991
|
| > From ericfo Thu Jun 27 09:27:07 1991
| To: paulma
| Subject: Re: One Bad App
| Date: Thu Jun 27 09:28:30 1991
|
| I tested on 1.21, 1.3 and 2.0 and it hangs all systems equally well…
|
| | > From paulma Thu Jun 27 07:30:47 1991
| | To: ericfo
| | Subject: One Bad App
| | Date: Thu Jun 27 07:30:08 1991
| |
| | OK, thx. I will come around.
| |
| | > From ericfo Wed Jun 26 19:59:16 1991
EXH 18 Date 10/24/01
WITNESS Maritz
MARY W. MILLER
MS 5062179
CONFIDENTIAL
………….. ( page break ) ………….
| | To: paulma
| | Subject: One Bad App
| | Date: Wed Jun 26 20:02:30 1991
| |
| | I have written a PM app that hangs the system (sometimes quite
graphically).
| |
| | You can take a look at it anytime, just let me know…
| |
| | Eric
| |
|
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157
From: bradsi Fri Jun 28 10:36:14 1991
To: karlst lins
Cc: philba
Subject: Re: people etc
Date: Fri Jun 28 10:36:10 1991
You have nothing to worry about. If your people continue to do well,
they will get promoted in time, make more money, and do good work.
If they continue to perform at above average levels, they will
continue to get above average ratings, etc.
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158
From: bradsi
To: ericst
Subject: Re: johnen
Date: Fri Jun 28 10:38:27 1991
excellent points. yes, improved test methodology is a key objective.
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159
From: bradsi Fri Jun 28 10:41:19 1991
To: cameronm richab richt ruthannl w-clairl
Cc: chrisp jonre w-connib w-gabya
Subject: Re: PC Magazine readership survey
Date: Fri Jun 28 10:41:10 1991
we have heard the same from jonathan seybold.
MS 50662180
CONFIDENTIAL
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