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Microsoft offers to sell Office without Teams to placate EU regulators

1. Microsoft will unbundle Office software from Teams to address EU competition concerns. 2. Versions of Office 365 and Microsoft 365 will be offered without Teams at lower prices. 3. Microsoft's commitments may enhance product choices for European customers. 4. The scrutiny over Teams stems from a complaint by Slack in 2020. 5. Salesforce's president criticized Microsoft's practices, advocating for enforceable remedies.

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Why Bullish?

Unbundling may lead to increased sales in EU, improving market positioning. Historical case: breakup of AT&T led to market expansion and innovation.

How important is it?

The article highlights Microsoft's efforts to navigate regulatory challenges, which could influence its market performance significantly.

Why Long Term?

Improved competitive stance could foster sales growth over time, much like Google's success post-anti-trust resolutions.

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