It doesn't change anything who bundles what. Only the fact that the product is a bundle matters. If MS ships a "Windows Computer" for $400 whose hardware costs $200, there will be a competitor next door who sells a "GNU/Linux Computer" for $200. The essence is that they can't compete with that. They can rise or lower the price as they see fit, just like they do today, but as long as the cheaper alternative has an entry point they're doomed to fail. The big question is whether that entry point will stand long enough to leverage their dominance based on propietary "standards".