Google V MicrosoftGoogle and Microsoft have been trading antitrust complaints over the past few months. Most recently, Google filed a confidential complaint with the Justice Department asking that Microsoft be forced to alter the desktop search functionality in Vista to better accommodate third-party search applications. Surprisingly, Microsoft quickly acquiesced to Google’s request, agreeing to modify Vista to address the concerns in a service pack scheduled for release at the end of this year.

An increasingly wary tech-community seems to be (surprise) upset with Google, for “bullying Microsoft.” Perhaps Microsoft’s quick response to the initial filing threw some people off. But, as usual, Microsoft seems to have an ulterior motive. The 2002 consent decree from Microsoft’s dotcom-era tryst with the Justice department is set to expire in November. Anticipating a return to freedom, Microsoft is simply being prudent — the last thing they want to do is give the DOJ a reason to extend the decree.

Microsoft seems to have won a few sympathetic supporters who feel that these “free additions” to the new Vista operating system are beneficial to consumers, whether or not they stifle competition. Just look at all the great stuff Microsoft has bundled with their operating system in recent years (antivirus, browser, firewall, and now search). Bundled software is saving consumers hundreds of dollars, right? Well, not quite.

First of all, are the new bundled features in Vista really free? If your new car comes standard with a CD player, do you consider the CD player free? Of course not, it’s part of the price of the car. The same can be said for the added features in Vista: they’re part of the price consumers pay for the Operating System. And by tying these components together and offering them exclusively as a package, Microsoft can charge more for its products than it would otherwise be able to.

A simple example should make things a bit clearer. Suppose there are two products in the economy: apples and PCs. I’m an apple fanboy, so I’m willing to pay $2.50 for an apple and only $2 for a PC. Your situation is reversed, you’ll pay $2.50 for a PC and only $2 for an apple. The Company (who produces both apples and PCs) has a fixed marginal cost of $1 per unit to build either apples or PCs, so selling both products at $2 per unit will maximize their profits. Thus, you and I both buy an apple and a PC for a total of $4 each, and The Company makes $4 profit.

Now suppose that The Company decides to stop selling apples and PCs individually, and instead offers both products together in one bundle. You and I would both be willing to pay $4.50 for the bundle ($2.50 for the apple + $2 for the PC = $4.50 for me; $2 for the apple + $2.50 for the PC = $4.50 for you). If The Company offered the bundle for sale at $4.50 we’d both end up with the same two products as before, but we’d end up paying more. In this situation The Company makes $5 in profit, converting some of our “consumer surplus” into profit for itself.

This sort of bundling, or product tying is considered monopolistic, and is prohibited under the Sherman Antitrust Act. While Google may have had their own reasons in mind when they complained to the DOJ about Vista’s search functionality, they were certainly justified in doing so.