> They hold the gates to the internet for 95%+ people out there
> and they are very careful about what they let in.
Actually, IE share is 73% and decreasing.
While it's true that Microsoft can survive a steep decline in OS revenues, it will definitely
hurt them. Wall Street will not be happy, the stock price will decline, shareholders and
employees will become more unhappy, management will have to think more carefully about the
bottom line and stop funding certain projects, etc. This process has already started; for
example, Microsoft Research has stopped hiring in most areas.