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Date: 1998-05-26

Nix Gutes: Mitch Kapor über Bill Gates


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q/depesche 98.5.27.2

Nix Gutes: Mitch Kapor über Bill Gates

Der Gründer von Lotus & nunmehrige High Tech Investor über die Zukunft von Micro/soft.
Hauptvorwurf: mangelnde soziale Verantwortlichkeit.
Vorraussage: Zerschlagung.



High-Tech Hypocrisy About Government
By MITCHELL KAPOR
May 26, 1998


CAMBRIDGE, Mass. -- In the mid-1980's, during my tenure at Lotus, I was, I
believe, the first person to publicly compare Microsoft to Standard Oil.
Both companies sought and used monopoly control over a new industry
critical to the nation's economy. And both were headed by men -- John D.
Rockefeller Sr. and Bill Gates -- who would stop at virtually nothing to
gain what they sought. Back then no one took the comparison seriously --
except Bill Gates himself, who made it clear to me how irate he was about
it.

Like Gates, I believe in and have profited from the free market. But I'm
also a technorealist, which means that unlike many of my colleagues in the
high-tech industry, I don't automatically see Government as the enemy of
technological progress. Such views are all too fashionable in Silicon
Valley, where the prospect of Government intervention causes a bad case of
heartburn.

What my colleagues need to see is that the market cannot work unless our
society sets rules of play and enforces them. Microsoft has benefited from
the stability and opportunities provided by those rules, but it has been
flouting them as well. The antitrust suits filed last week against
Microsoft are therefore regrettable but necessary.

Despite all of Gates's talk about the right to innovate, his company uses
its power to limit consumer choice and impede a free marketplace. Only the
Government has the ability to take on Microsoft, and the Justice
Department's antitrust chief, Joel Klein, has done his homework. He's a
pragmatist, not a crusader.

Klein understands that the real threat to entrepreneurial innovation is
Microsoft's anticompetitive arrogance. Great discoveries in computing
often come from small start-up companies. Yet with Microsoft's dominance,
vast areas of the product market -- including but hardly limited to basic
applications like word processors and spreadsheets -- are barren zones
where venture capitalists and entrepreneurs fear to tread because
Microsoft has staked a claim or is seen as likely to do so. It is a sad
but telling fact that in the high-tech field, virtually no business plan
will be financed today without a convincing answer to the question of what
is to be done about competition from Microsoft.

The Government also recognizes that Microsoft's dominance will only
intensify as the Internet becomes an integral part of mainstream culture.
The browser war is just the beginning. Microsoft claims droit du seigneur
in any area of computing that becomes strategically important -- voice
recognition, home appliances, auto navigation and so on.
It's unfortunate that Microsoft is so aggressively self-interested that
an external check is necessary. I would prefer to live in and help create
a society in which self-regulation makes antitrust suits unnecessary. But
until such a business ethos prevails, we must rely on other means.

Ultimately, the extent of the Government-mandated reform may depend on
Microsoft's willingness to begin acting like a more socially responsible
industry leader. To the extent that the company remains recalcitrant, it's
likely that radical solutions will gain favor.


The most drastic action, of course, would be to break Microsoft up into a
series of Baby Bills, separating operating systems from applications and
from content and services. Today that seems like overkill, but in the
coming years, short of a sincere change of heart by Gates, it may well
become the preferred solution.

-- Mitchell Kapor, the founder of Lotus Development Corporation, is an
investor in high-tech start-ups.

relayed by Declan McCullagh. tnx

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