"208.3. Microsoft's unresponsiveness and its actions to delay the Windows 95 license negotiations with IBM followed soon after IBM announced that it was seeking to acquire Lotus Development Corp., a direct competitor of Microsoft in messaging and office suite software, among other products.
IBM announced on June 5, 1995 a hostile takeover attempt of Lotus. On June 11, IBM and Lotus reached an agreement for IBM to acquire Lotus. IBM completed the acquisition on approximately July 5, 1995. Norris, 6/7/99am, at 35:9 - 36:12. Among other products, Lotus offered Lotus Notes, an e-mail product, and Lotus SmartSuite, an office productivity suite, that competed with Microsoft's software. Norris, 6/7/99am, at 35:21 - 36:5."
"Microsoft repeatedly penalized IBM for competing against Microsoft
Microsoft withheld a Windows 95 license from IBM until 15 minutes before the product's launch because of IBM's preloading of competing products Microsoft conditioned access to critical marketing support, and other terms and conditions for Windows provided to other OEMs, on IBM's not preloading competing products with the PCs it shipped Microsoft sought to condition substantial MDA price reductions on IBM's ceasing to support competing products
Search for "quicktime" for more joy.
That they did it is clear. Whether they did it for simple profit (Office/Works) or to further enhance the moat around Windows (Java, QuickTime). They did it using Windows as both carrot and stick, to gain compliance. Because OEMs had no other choice.