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Slow And Steady Leads To Windows Refund Success 774

linuxwrangler writes "By proceeding carefully, documenting everything, being persistent and keeping his cool, Steve Oualline was awarded a $199 refund for his unused copy of Microsoft Windows XP. See his Linux Journal howto for the details. Hopefully this is the first of many victories."
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Slow And Steady Leads To Windows Refund Success

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  • by calebb ( 685461 ) * on Wednesday July 30, 2003 @04:35PM (#6573776) Homepage Journal
    I noticed that the title of the story is HOWTO: Getting a Windows Refund in California Small Claims Court

    Is this going to make it into the official HOWTO archive? [tldp.org]
  • by Arthaed ( 687979 ) <arthaed AT hotmail DOT com> on Wednesday July 30, 2003 @04:36PM (#6573778) Homepage
    For those of you with ADD, let me sum the article up with the following chosen quote.

    "Me: I installed Linux.

    Judge: Judgment for the plaintiff."

    It isn't everyday you get to see those two statements so close together! Very interesting (and long) article that details a process that personally, I wouldn't want to go through.

    I don't think the process is the point of the article, however. ;)
    • by fobbman ( 131816 ) on Wednesday July 30, 2003 @04:58PM (#6574008) Homepage
      What did the judge say after the guy said that he installed Linux? I tried reading your entire post, but...oh look! A shiny!

    • Feh. (Score:4, Interesting)

      by devphil ( 51341 ) on Wednesday July 30, 2003 @05:08PM (#6574115) Homepage


      You conveniently forgot to include the next few sentences.

      Two things should be noted about this case. [...] The second thing to note is he didn't ask me what Linux was.

      Two conclusions are possible: the judge in question already knew what Linux was. (Doubtful.) Or the judge was simply satisfied that the plantiff had installed something (i.e., not pirated the original software), and that he could name it easily (i.e., didn't pause to invent a name).

      So, don't think Linux is what won here.

      • Re:Feh. (Score:5, Informative)

        by rodentia ( 102779 ) on Wednesday July 30, 2003 @05:17PM (#6574203)
        The license didn't specify that you got a refund if you installed Linux, smarty. It offered a refund if the license terms were unacceptable.

        It doesn't matter what Linux is, though most Merkins what read a newspaper do know, I reckon. The judge was making a quick, subjective read on plaintiff's truthfulness. The quick and clean answer is what got him his judgement. That and the no-show. Small claims is a gimme when the other party doesn't honor their summons.
      • Re:Feh. (Score:5, Interesting)

        by Xerithane ( 13482 ) <xerithane.nerdfarm@org> on Wednesday July 30, 2003 @05:20PM (#6574238) Homepage Journal
        Two conclusions are possible: the judge in question already knew what Linux was. (Doubtful.) Or the judge was simply satisfied that the plantiff had installed something (i.e., not pirated the original software), and that he could name it easily (i.e., didn't pause to invent a name).

        Why do you automatically assume that you are some elite clubmember who knows what linux is? Let me tell you a story, about something that happened in 1998.

        I got stopped by a police officer outside of my apartment in the bay area. He immediately took a hostile attitude towards me, and accused me of being on drugs due to an genetic eye-condition that causes my eyes to not be able to contract. After dragging me out of my car, and trying to search me and being taken aback by my awareness of my prevention of search rights, he called for back up.

        The second cop car got there to cool things down (the first cop and I did get physical, but I was defending myself.) and saw my t-shirt and immediately pulled the other cop aside. He walked over to me and said, "So, are you a programmer or do you just run Linux for fun?" We then had a discussion about Linux, my programming job, and the other cop got suspended for his actions.

        This was in 1998. Don't assume people don't know what Linux is just because they aren't in an IT field, it just makes an ass out of you.
        • by Dukael_Mikakis ( 686324 ) <[andrewfoerster] [at] [gmail.com]> on Wednesday July 30, 2003 @06:33PM (#6575093)
          Yes, a similar thing happened to me. I was serving tables in a restaurant and I started chatting with a customer about how waiting tables was a summer job while I got my Computer Science degree. And so he says, "Oh, you're a programmer, huh? Maybe you could help me with computer. Do you know anything about Windows?"

          And I said, "Sort of, but I know a lot more about UNIX."

          "Weird," he says, and then he leans in and says, "cause I always wonder, how do they take a leak when their weiners are chopped off?"

          I was in a daze. Not everybody knows about UNIX/Linux as we do.
          ___________________________________
          I crochet because I'm lonely; I'm lonely because I crochet.
        • Re:Feh. (Score:4, Funny)

          by jpetts ( 208163 ) on Wednesday July 30, 2003 @07:24PM (#6575545)
          saw my t-shirt and immediately pulled the other cop aside. He walked over to me and said, "So, are you a programmer or do you just run Linux for fun?"

          Be gald you weren't wearing a BSD T-shirt [rmitz.org]
      • Re:Feh. (Score:3, Informative)

        by RoLi ( 141856 )
        Actually, it might be a good idea to also bring a boxed Linux distribution to court, just in case.
      • Re:Feh. (Score:5, Funny)

        by frodo from middle ea ( 602941 ) on Wednesday July 30, 2003 @08:27PM (#6575942) Homepage
        You cannot apply a technological solution to a sociological problem

        Then how do you explain vibrators ?

    • by ad0gg ( 594412 ) on Wednesday July 30, 2003 @05:16PM (#6574196)
      Manufactors are justing going to add this simple phrase to the computers they sell. "Free with every computer purchase: Windows XP". Loop hole closed, value of software is now $0.
      • by johnnyb ( 4816 ) <jonathan@bartlettpublishing.com> on Wednesday July 30, 2003 @05:39PM (#6574429) Homepage
        Read the article.

        Since you can't get Windows for that price separate from the computer, and they can't document how much they paid for it (because of their secret contracts), you get the list price.
      • by tomhudson ( 43916 ) <barbara,hudson&barbara-hudson,com> on Wednesday July 30, 2003 @05:46PM (#6574509) Journal
        Poster wrote:
        Manufactors are justing going to add this simple phrase to the computers they sell. "Free with every computer purchase: Windows XP". Loop hole closed, value of software is now $0.
        Not quite. In many jurisdictions, when you buy something, the cost of the individual items that make up the purchase has to be given. This is so that, should something break, go missing, whatever, you can ask for a partial refund.

        If they set the price to $0.00, then you can buy the computer, return it the next day, and when they bitch and moan about how you didn't return the XP CD, that you'll give them back the same amount they charged you for it - $0.00.

        • by _xeno_ ( 155264 ) on Wednesday July 30, 2003 @07:02PM (#6575353) Homepage Journal
          Actually, all they have to do is "license" Windows XP to you for a cost of 0.00 for use solely on the computer you purchased. Most computer manufactors basically do this anyways with their crappy "restore" disks that simply reimage the disks, restoring the system to the state it was on purchase and deleting all your data too.

          So you can keep the license, but it's only good on the computer you purchased. You didn't get a Windows XP license, only a license to use Windows XP on the computer you bought. So if you return the computer, you void the license. I haven't bought an OEM machine - ever, actually - so I don't know if current licenses state that, but I do remember that Microsoft was moving in that direction.

          Since IANAL, I can't say if this is legally sound - the manufactor might assign the license a value of $0, but if you refuse the license, they may be forced to pay "fair market value" to recover the cost (especially if they pay Microsoft for the license). But who knows? The law is weird...

      • by ManoMarks ( 574691 ) on Wednesday July 30, 2003 @05:55PM (#6574637) Journal
        When there's a MS License involved, there's never a simple answer.
      • by qtp ( 461286 ) on Wednesday July 30, 2003 @06:24PM (#6574960) Journal
        How is this a "loophole"?

        It seems like straitforward business to me, as in "if I don't want a product, why must I buy it?"

        or

        "If I am willing to return a product unused, why do I not get a refund?"

        Why should a software vendor be allowed to force customers to purchase thier product if they are buying an item manufactured by a different vendor?

        To call this refund a "loophpole" is certainly questionable logic. I think you are taking the joke about the "Microsoft Tax" a bit too seriously.

  • If I didn't pirate my software?

    Oh well.
    • by mr_luc ( 413048 ) on Wednesday July 30, 2003 @05:36PM (#6574398)
      This is miles better than outright piracy in terms of hurting Microsoft. :)

      Granted, few people are going to go to the trouble to do this. But even if you don't plan to install Linux, and you have to use Windows on that shiny new box, you might consider getting the refund anyway (zinging the OEM for a good $435 with court/filing costs), and then installing a pirated copy of Windows.

      Even if you accepted the company's offer of $299 after the filing (which the guy in the article declined to do; he went for $299 plus court costs of $135), you would be up approximately one hundred and sixty-five dollars. You would have increased the OEM's cost on that Windows-loaded system by $300, and you would have made that system a good $165 cheaper for yourself.

      And if you remain a scurvy pirate, you can do all of that without even losing the 'convenience' of Windows.

      If you're cheap, think of it as a rebate.
      If you hate MS, think of it as eroding their greatest benefit -- their OEM share.
      If you hate a major OEM, think of it as, well, hurting them, since they're obviously the most direct victims.

      If you hate complexity, however, you might just avoid the whole mess, and have a nice spot of tea.
  • How is this a win? (Score:3, Interesting)

    by Voltas ( 222666 ) on Wednesday July 30, 2003 @04:38PM (#6573796) Homepage Journal
    That someon jumped through all the hoops that Microsoft put up to keep they're strong hold?

    Sounds more like proof that they're plan works.
    • by niko9 ( 315647 )
      That someon jumped through all the hoops that Microsoft put up to keep they're strong hold?

      If enoungh people jump thru these hoops, the hoops collapse like a set of dominoes.

      United we stand, divided we....yada yada yada...

      You get the point.
  • by jmays ( 450770 ) * on Wednesday July 30, 2003 @04:39PM (#6573818)
    What percentage of people who intend to install Linux are going to jump through these hoops?

    1%?
  • by killthiskid ( 197397 ) on Wednesday July 30, 2003 @04:40PM (#6573823) Homepage Journal
    Two comments and slashdotted.

    Any mirrors or text???
    • Re:/.'ed already!!! (Score:5, Informative)

      by Anonymous Coward on Wednesday July 30, 2003 @04:42PM (#6573844)
      Thanks to good records and a Small Claims judge, Steve Oualline got a $199 refund for his unused copy of Microsoft Windows XP. One Linux user's story shows how to establish a good refund case.

      Getting a Microsoft Windows refund from a manufacturer is seldom easy to do. In this article, I describe some techniques you can use to get your refund, including how to deal with the manufacturers (and all their excuses) and going to small claims court.

      The first step to getting a refund is to ask for on. In most every case, you immediately hit a wall of stupidity and evasion when you do this. Dealing with this part properly is important, though, because you are building a record for the court case that may follow. Your job is to be as reasonable as possible and to make them look as dumb, inflexible and unreasonable as possible.

      It's important to know what excuses the manufactures will come up with and how to counter them.

      Excuse: You aren't entitled to a refund.

      Answer: Then why did the software come with a license that said I was. Isn't the license a binding contract?

      Excuse: Contact Microsoft about the refund.

      Answer: The license said contact the manufacturer. That's you. Why should I contact Microsoft when they said to contact you?

      Excuse: The software comes bundled with the hardware and can't be separated.

      Answer: Then why did you give me a license that said they could?

      Excuse: We'll give you a refund, but not for the retail price.

      Answer: I paid retail for the computer and the software.

      Excuse: The software is only worth $10.

      Answer: Okay. Send me the check.

      Although this doesn't look like it, you've won a major victory with these words--that check is written evidence of the fact that the manufacturer owes you a refund. If you go to court, you don't have to establish that the company owes you something. All you have to do is establish the amount.

      But before you do that, you should follow up with the company. There are several ways of doing this.

      Follow up #1: I got your check for $10. You say Windows XP costs only $10, so I'd like to buy 100 copies please. To whom do I make out the check for $1000?

      You won't sell me Windows XP for $10? I'll have to pay $199 for it? Then that means the check you sent me is too low. Please send me a check for the full amount.

      Follow up #2: I got your check for $10. But your $10 price is far lower that the retail price of Windows XP ($199). Because of the vast difference in the amounts, I'm going to have to ask you for a copy of your purchase contract with Microsoft so I can verify the price.

      You can't verify the price. Well, I can only find one documented price and that's $199. You'll have to pay that amount or document your price.

      One company tried this excuse with me. When I asked for documentation, the customer service representative said, "I don't have access to price information".

      "Then how did you come up with the $10 price figure?"

      "I just know it's the right amount."

      "So what you are really doing is guessing. Well, my guess is the software is worth $1,000,000. Tell you what, let's split the difference. Send me a check for $500,005."

      Excuse: We'll give you a refund but that applies to only Microsoft Windows, not the other bundled software.

      Answer: No problem. Please provide me with a copy of all the other software on another disk so I can install it under Linux using the Wine program.

      In all of these cases, follow up the phone conversation with a written letter describing what was said and why you're unhappy with it. Remember you are creating a record for the judge.

      At some point in this process you'll either get your refund (rare) or you'll realize the manufacturer is going to be totally unreasonable. So now is the time to pr
      • by Scratch-O-Matic ( 245992 ) on Wednesday July 30, 2003 @05:04PM (#6574070)
        They said $10, you said $1,000,000.

        Then you said that "splitting the difference" would be $500,005, when in fact it would be $499,995.

        That magic '5' at the beginning is the psychological hump that caused them to resist.
  • Yep. (Score:3, Funny)

    by wcbrown ( 184278 ) on Wednesday July 30, 2003 @04:40PM (#6573824) Homepage
    If ever a story should lead to a Slashdotting, this would be the one.
  • by nother_nix_hacker ( 596961 ) on Wednesday July 30, 2003 @04:40PM (#6573828)
    ...I know a warez site [kernel.org] that has copies of Linux on it. I could download a couple and take them to PC world where I could ask for my money back....little do they know I didn't payt a thing!
  • Windows ME (Score:5, Funny)

    by otl91 ( 665904 ) on Wednesday July 30, 2003 @04:40PM (#6573830)
    What about a refund for Windows Me? I installed it but still couldnt use it. :)
    • And not even that is certain. Noticed the EULA:
      "YOUR EXCLUSIVE REMEDY. Microsoft's and its suppliers' entire liability and your exclusive remedy shall be, at Microsoft's option from time to time, (a) return of the price paid (if any) for the SOFTWARE PRODUCT, or (b) repair or replacement of, the SOFTWARE PRODUCT that does not meet this Limited Warranty and that is returned to Microsoft with a copy of your receipt. You will receive the remedy elected by Microsoft without charge, except that you are responsib
  • Refunds? (Score:5, Interesting)

    by rsmith-mac ( 639075 ) on Wednesday July 30, 2003 @04:41PM (#6573837)
    For the love of Mike, most Slashdot readers here are geeks; they build their own machines, not buy machines bundled with Windows. All jokes/flames aside, just how many of you out there are actually using a machine that came with Windows, but you never used that copy?
    • Re:Refunds? (Score:5, Insightful)

      by Chewie ( 24912 ) on Wednesday July 30, 2003 @04:44PM (#6573867)
      One word: Laptops.
    • Re:Refunds? (Score:3, Insightful)

      by Dr_LHA ( 30754 )
      For the love of Mike, most Slashdot readers here are geeks; they build their own machines, not buy machines bundled with Windows. All jokes/flames aside, just how many of you out there are actually using a machine that came with Windows, but you never used that copy?

      True I built my own desktop, but laptops are a different matter. If you want a x86 based laptop, getting a decent one without Windows is a chore, especially if you're like me and equate "a decent one" as "it has the Thinkpad logo on it".

      That
    • Re:Refunds? (Score:5, Insightful)

      by Zathrus ( 232140 ) on Wednesday July 30, 2003 @04:52PM (#6573942) Homepage
      It's more the principle of the thing.

      That said, it's an incomplete story... the author hasn't yet gotten his check. It's doubtful that the company would disobey the court order in this case -- you have that kind of problem with small claims rulings against small businesses and individuals, but large corps aren't likely to disappear overnight and wouldn't want to deal with the contempt of court ruling that would inevitably follow -- but until he receives the check it's still up in the air.

      Additionally, the philosophical point here is to screw MS. Well, this case doesn't do that. Maybe if a few thousand cases were lobbied against a single manufacturer, but right now it's the computer maker that's out the money, not MS. And while they've lost money, they haven't lost anywhere close to enough to revamp their licensing agreement. Worse yet, even if several thousand orders were served against a single computer manufacturer the end result is likely to be that that manufacturer goes belly up -- they'll be out a great deal of money upfront, decide to renegotiate their licenses with MS, and then lose competitive pricing due to the new pricing structure. This really is a case of squeezing the middle man.

      I don't see anything that's going to change this short of massive governmental oversight into MS contracts... if nothing else a court order stating their contracts have to be public (which would probably be unconstitutional) or equally draconian interference.

      No, I don't have a solution. Most complex issues don't have simple answers.
      • by iamcadaver ( 104579 ) on Wednesday July 30, 2003 @05:13PM (#6574172)
        I'll give up my three precious moderation points... this is small guy vs. corporation.

        I didn't get the feeling the writer had any intention to stick it to MS, he wanted to maek good on the agreement. I read it exactly as the judge did: It's the manufacturer's problem.

        A little deeper than that, though, is the secret deals being made between manufactures' and Microsoft. This practice has been known for a long, long time, and it has been in and out of the courts for just as long. I remember first hearing the meme way back in '95. Back in the netscape vs. IE days.

        But just like RIAA dragging thousands to small claims court ( no wonder Rosen wants out or the PR light ), civil cases do not a new company make.

        I do wonder what Lessig thinks of this.
    • Re:Refunds? (Score:3, Interesting)

      by phorm ( 591458 )
      I think there are varying degrees though, and many are geeks of different varieties (not only the computer type, though obviously all seem to be able to use a computer).

      We have science-geeks, political geeks, lawyers, and people just generally interested in technology.

      I'm guessing that a large number of /.'ers probably haven't built a computer from scratch (whereas I'm sure still that quite many have, some very specialized with cool casemods).

      For me, I don't see much reason to build a complete system
    • Re:Refunds? (Score:3, Interesting)

      by Sanity ( 1431 ) *
      For the love of Mike, most Slashdot readers here are geeks; they build their own machines, not buy machines bundled with Windows.
      That may be pretty naive. I seem to remember hearing that the % of hits to slashdot from Internet Explorer were rather higher than one might imagine given the anti-M$ bias of the site. I am as fanatical about Open Source as they come but I use Windows because that is the primiary platform for which I develop software.
    • Re:Refunds? (Score:3, Insightful)

      Dell Inspiron 1100 laptop: Knoppix

      Now I'm not sure I'm permitted to do this or not but I ended up giving the license to someone else because... I hate supporting windows 98.

      On another note, the more work I do with computers, the less interesting the prospect of assembling my own pcs is. It is time consuming and generally just about as monetarily expensive as buying a new Dell. Basically, my time has increased in value and my computing needs have changed in practice to the point where I no longer feel t
  • Since its /.'d... (Score:3, Informative)

    by Ktulu_03 ( 668300 ) on Wednesday July 30, 2003 @04:44PM (#6573870) Journal
    HOWTO: Getting a Windows Refund in California Small Claims Court
    Posted on Wednesday, July 30, 2003 by Steve Oualline

    Thanks to good records and a Small Claims judge, Steve Oualline got a $199 refund for his unused copy of Microsoft Windows XP. One Linux user's story shows how to establish a good refund case.

    Getting a Microsoft Windows refund from a manufacturer is seldom easy to do. In this article, I describe some techniques you can use to get your refund, including how to deal with the manufacturers (and all their excuses) and going to small claims court.

    The first step to getting a refund is to ask for on. In most every case, you immediately hit a wall of stupidity and evasion when you do this. Dealing with this part properly is important, though, because you are building a record for the court case that may follow. Your job is to be as reasonable as possible and to make them look as dumb, inflexible and unreasonable as possible.

    It's important to know what excuses the manufactures will come up with and how to counter them.

    Excuse: You aren't entitled to a refund.

    Answer: Then why did the software come with a license that said I was. Isn't the license a binding contract?

    Excuse: Contact Microsoft about the refund.

    Answer: The license said contact the manufacturer. That's you. Why should I contact Microsoft when they said to contact you?

    Excuse: The software comes bundled with the hardware and can't be separated.

    Answer: Then why did you give me a license that said they could?

    Excuse: We'll give you a refund, but not for the retail price.

    Answer: I paid retail for the computer and the software.

    Excuse: The software is only worth $10.

    Answer: Okay. Send me the check.

    Although this doesn't look like it, you've won a major victory with these words--that check is written evidence of the fact that the manufacturer owes you a refund. If you go to court, you don't have to establish that the company owes you something. All you have to do is establish the amount.

    But before you do that, you should follow up with the company. There are several ways of doing this.

    Follow up #1: I got your check for $10. You say Windows XP costs only $10, so I'd like to buy 100 copies please. To whom do I make out the check for $1000?

    You won't sell me Windows XP for $10? I'll have to pay $199 for it? Then that means the check you sent me is too low. Please send me a check for the full amount.

    Follow up #2: I got your check for $10. But your $10 price is far lower that the retail price of Windows XP ($199). Because of the vast difference in the amounts, I'm going to have to ask you for a copy of your purchase contract with Microsoft so I can verify the price.

    You can't verify the price. Well, I can only find one documented price and that's $199. You'll have to pay that amount or document your price.

    One company tried this excuse with me. When I asked for documentation, the customer service representative said, "I don't have access to price information".

    "Then how did you come up with the $10 price figure?"

    "I just know it's the right amount."

    "So what you are really doing is guessing. Well, my guess is the software is worth $1,000,000. Tell you what, let's split the difference. Send me a check for $500,005."

    Excuse: We'll give you a refund but that applies to only Microsoft Windows, not the other bundled software.

    Answer: No problem. Please provide me with a copy of all the other software on another disk so I can install it under Linux using the Wine program.

    In all of these cases, follow up the phone conversation with a written letter describing what was said and why you're unhappy with it. Remember you are creating a record for the judge.

    At some point in this process you'll either get your refund (rare) or you'll realize
  • by yintercept ( 517362 ) on Wednesday July 30, 2003 @04:45PM (#6573871) Homepage Journal
    The lawsuit is an interesting approach.

    If your aim is simply to reduce your contribution to Bill Gate's wealth, you best approach is to buy your hardware from the few companies that make OS free, or Linux dedicated boxes.
  • rather than a crappy spyware-laden OEM image that erases all your data when you try to use it. (Don't forget it's in the drive, BTW, I sat through a Compaq 'restore', left the machine on with the disk in it after installing all my stuff. A power outage reset the machine, which rebooted and helpfully 'restored' all those messy programs, configurations, and data back to OEM goodness.)

    That rocks that he got his $$$ back, those OEM 'Restore Disks' aren't worth the aluminum they're pressed on.

    $199 refund!

    Now he can buy a copy of OS X! ;) (Actually, I wonder if you could do this with Macintosh - get your $$$ back for OS X. Of course, removing OS X to install Linux is equivalent to removing your liver and cooking it for dinner...)

  • by Anonymous Coward on Wednesday July 30, 2003 @04:47PM (#6573905)
    This is a great document. My only minor quibble is i'm afraid at moments he tries to be "clever" and that could potentially make you look like a smartass in court. Which of these questions are *necessary* and which are just trying to be clever? The "WinXP is worth $10." "Okay, then will you sell me 10 copies for $200, please? I would like to make an order." sounds on first read like the author is just being a smartass, but this really is an important little interchange because later on in court you need to be able to say "i asked the company if they would sell me a copy of WinXP for $10 but they declined." However some other bits seem to just be annoyedly hacking at a customer service guy with a script:

    "Then how did you come up with the $10 price figure?" "I just know it's the right amount." "So what you are really doing is guessing. Well, my guess is the software is worth $1,000,000. Tell you what, let's split the difference. Send me a check for $500,005."

    I don't think the "tell you what, let's split the difference" is necessary. Oh well.

    Perhaps someone should make a repository of stories from people who tried to do this. Find out what worked, what didn't, who caved, who didn't, and what seemed unprofessional and pissed off the judge. I would love to see this become a widespreaed thing. I would participate in it myself, except I do not own an x86 computer :)

    4000 linux geeks going "i want a windows refund" is easy to blow off. 4000 linux geeks dragging company representatives into small claims court equates to actual policy changes...

    -- Super Ugly Ultraman
  • by Anonymous Coward on Wednesday July 30, 2003 @04:48PM (#6573915)
    ...when he gets refunds on those unused AOL cds
  • not for us (Score:5, Funny)

    by Josh Coalson ( 538042 ) on Wednesday July 30, 2003 @04:49PM (#6573918) Homepage
    From the article:

    The thing that you do not want to do is be a nut case. Don't bash Microsoft...

    I guess that eliminates all of us.

  • by pyros ( 61399 ) on Wednesday July 30, 2003 @04:55PM (#6573982) Journal
    People in Austin, TX, have been getting Windows refunds from Dell [google.com] for years. I've seen comments here on slashdot over the years too.
  • Not a Victory (Score:3, Insightful)

    by John Hasler ( 414242 ) on Wednesday July 30, 2003 @05:03PM (#6574054) Homepage
    > Hopefully this is the first of many victories."

    This is a defeat, not a victory. A victory would entail proof that no matter what you do you cannot get a refund.
    • The point is to illustrate the the hardware manufacturers don't really mean it when they say you can get a refund, since they have no clear refund policy in place. In the end, we want M$ to stop forcing hardware manufacturers into bundling Windoze. If they have to issue enough refunds, it will happen. M$ is banking on the fact that most people won't go to the trouble.
  • by andy1307 ( 656570 ) * on Wednesday July 30, 2003 @05:07PM (#6574102)
    For when SCO demands a license fee for using linux.
  • by Hamster Lover ( 558288 ) on Wednesday July 30, 2003 @05:10PM (#6574132) Journal
    This is a perfect case where the public will not pursue a refund out of inconvenience, even if they wipe the hard drive and install BSD, or Linux or whatever (admittedly a rare occurence). Such as my company, we have a handful of Windows machines- everything else is wiped clean and Linux is installed.

    In the end, convenience wins out over principle. Most people would say their time is worth more than the $199 recovered here, but really what they are saying is the saved effort involved is worth more to them than the principle of recouping $199 for something they will never use.

    We need principled (or persistent) people in a capitalist economy for it to function effectively. It's difficult to be a consumer these days and comparison shopping is almost impossible with coupons and rebates and prices that are but really aren't; most people just give up and take what's given to them.
  • by Cy Guy ( 56083 ) * on Wednesday July 30, 2003 @05:12PM (#6574155) Homepage Journal
    The author spends a lot of time talking about his inability to document the license and the provisions he didn't want to agree to. Perhaps he could save a lot of trouble by just photographing or videotaping the license. I'd reccommend both because its easier to get a hard copy for court of the still photo, and you might want the video to provide evidence you selected NO and then reformatted the drive and then installed an alternate OS.

    Another choice might be to boot into Demolinux or Knoppix, then open the license file and print it. This combined with videotaping the process from opening the box to installation of Linux on the then formatted drive would be pretty convincing.

    Per his description of small claims court the judge isn't going to want to watch the video anyway, but having it might convince the company to refund or settle out of court.

    • by IamTheRealMike ( 537420 ) on Wednesday July 30, 2003 @05:59PM (#6574679)
      I was going to be a smart ass and give a link to the license, as I thought it would be on the first page on Google for "Windows XP license". Well, I'm on page 5 and not found it yet. I know there is a site out there that collects these things, but it's kind of surprising that it's so hard to find a copy (unless you have XP installed and running in which case you already accepted it).
      • Who accepted what? (Score:4, Insightful)

        by roystgnr ( 4015 ) <roy&stogners,org> on Wednesday July 30, 2003 @09:11PM (#6576200) Homepage
        unless you have XP installed and running in which case you already accepted it

        Installing Windows requires that someone (not necessarily the computer owner, not necessarily even an adult capable of entering into any contract) a button on a dialog box that claims to impose on you restrictions on a product after you've already bought and paid for it and for for no additional consideration to you. Maybe that's legally binding, but I'd want to see the court cases upholding it before I paid much attention.
  • Laptop OSes (Score:5, Informative)

    by bytesmythe ( 58644 ) <bytesmythe&gmail,com> on Wednesday July 30, 2003 @05:21PM (#6574264)
    Many people seem to think you can't get a laptop without an OS preinstalled. You just have to know where to shop...

    • Discount Laptops [discountlaptops.com] Note the "Optional Operating System" bit...
    • PowerNotebooks.com [powernotebooks.com] even has pre-installed linux on selected models, if you want. Build your own system and you don't have to have an OS installed at all.

    I'm sure there are more out there... Just pop over to ResellerRatings.com [resellerratings.com] and search for notebook or laptop.

  • Won't scale (Score:5, Insightful)

    by donutello ( 88309 ) on Wednesday July 30, 2003 @05:28PM (#6574321) Homepage
    What this case boiled down to was that it would cost more than $199 for the vendor to fight this in court and therefore the vendor cut its losses and didn't fight it.

    Do this too often to the point where the vendor thinks their total expenses will be more than it will cost to fight it and they will. And they won't need to fight every case, just the first one and use that as precedent.
  • by David Hume ( 200499 ) on Wednesday July 30, 2003 @05:39PM (#6574420) Homepage

    From the article:

    Excuse: The software is only worth $10.


    Answer: Okay. Send me the check.

    [snip]

    In all of these cases, follow up the phone conversation with a written letter describing what was said and why you're unhappy with it. Remember you are creating a record for the judge.

    [snip]

    If you've received a $10 check, you can say something like, "They would only give me a $10 refund for $199 of software."


    It looks to me that the plaintiff agreed to settle his claim for $10. I suspect that if the judge knew the pertinent facts, the plaintiff would get only $10. He entered into an oral contract to accept $10 as his refund, and then (presumably) memorialized that agreement in writing (i.e., by letter). I don't think the judge would be impressed by the plaintiff engaging in the "bait and switch" tactics of agreeing to accept $10.00 to settle his claim in order to establish liability (which it wouldn't), and then renegging on the deal and demanding more.

    So why did the plaintiff get a judgment for $100? Because the other side didn't show up:

    My case was even simpler. The company did not show up.


    As recounted in the story, the Small Claims Court judge properly made the plaintiff "prove up" his case. However, when the plaintiff did so he didn't bother to mention that he agreed to accept $10.00 to settle his claim:

    Judge: The defendant didn't show up, but Mr. Oualline you still have to prove your case. You say that they owe you some money. Why?


    Me: I bought a computer from them, and when I booted it up it displayed a license agreement with a long list of restrictions that limited what I could do with my computer. It also said that if I didn't agree with the license agreement, I could get a refund.

    Judge: I take it you didn't get your refund.

    Me: They sent me an e-mail yesterday offering me one, but it was only for the software. I want my court costs too.

    The judge then fumbled through my papers looking for the printout of the refund letter. He found it.

    Judge: You removed the software from your system.

    Me: Yes.

    Judge: You installed something else.

    Me: I installed Linux.

    Judge: Judgment for the plaintiff.


  • by taernim ( 557097 ) * on Wednesday July 30, 2003 @05:49PM (#6574553) Homepage
    Okay, so here's an interesting idea. Most of the people here are giving scenarios that say "Oh, I don't use Windows, so give me my $200 back."

    What about those of us who DO use Windows... but may not use the version bundled with the hardware? Dell is a real pain to deal with, from my experience, because they insist you use the OS they send you... or else it "could be pirated." And how do you upgrade? You MUST buy it from them. Even buying it from Microsoft, Best Buy with receipt... none of those are acceptable.

    So I think I should be able to say "Sorry, I didn't use WinME. I want my $200 back, since I use a separate version I purchased independently."

    Feasible?
    • Fees able (Score:3, Interesting)

      by jefu ( 53450 )
      Sounds feasible to me. If you read the article it looks very much like you could replace "Linux" with "Windows MMIV" (or whatever) everywhere and it would work. The distinction between the two MS OS's might end up requiring a bit more explanation, thats all.

      Sure be fun to see someone try it.

  • by pomakis ( 323200 ) <pomakis@pobox.com> on Wednesday July 30, 2003 @06:01PM (#6574711) Homepage
    I'm as frustrated as anyone about being forced to buy an operating system that I have no intention of using, but really, how different is this from the inclusion of software with the purchase of other computer hardware? For example, should I be entitled to a refund for the unused copy of Adobe Photo Deluxe that came with my printer (assuming that the license agreement is similar to that of Microsoft Windows and has a clause that I don't agree to)?
  • Or get it up front (Score:3, Insightful)

    by rw2 ( 17419 ) on Wednesday July 30, 2003 @06:26PM (#6574985) Homepage
    You have more leverage when you still have your money in your pocket.

    With my last two dell laptops I negotiated a discount off the web price and *then* asked for an addition $189 or so (whatever the price was on their website at the time) as a discount for the Windows I wouldn't be using.

    The first time I got a full discount. The second I got $140.

    The time to get a vendors attention is when you still have the money.
  • by _ZorKa_ ( 86716 ) on Wednesday July 30, 2003 @06:31PM (#6575065) Homepage
    This should have been the title of this story:

    HOWTO: Screw manufacturers and have them fight your battles in court

    MS could help the manufacturers out by putting a clause in their agreemtn to state the refund cannot exceed the "OEM purchase price" or not to exceed $75.00. The entire license is written so that manufacturers get screwed on this deal. Will they learn from this, probably not. The CEO probably never knew this case ever happened and it may only get told at Christmas parties while everyone sits around and laughs at how this nut crazed Linux guy sued them.

    What you would do if you were the manufacturer in this case? Could the manufacturer in this case proved the price they paid on MS Windows XP? I think they could have so I wouldn't go out trying to get $199.00 on each copy you own. I say this because I don't ever remember seeing anything when I ran a PC company that said I couldn't show my invoice from Tech Data, Ingram Micro or other distributors to a customer. Maybe they just didn't want to, who knows.

    I do know this though, because of the MS license, manufacturers get screwed.

    It will only get worse before it gets better.
  • by fishbowl ( 7759 ) on Wednesday July 30, 2003 @06:38PM (#6575145)
    I bought a MSDN universal subscription through my student bookstore (which was actually a transaction between me and Torcomp/Studica).

    So I received a box with an activation card.

    I went to activate my MSDN subscription. The activation key was invalid ("in use by another user").

    I expected the situation to be fixed on the first call to Microsoft -- BUT NO!

    On the first call to Microsoft, they told me to pound sand: Deal with the reseller. Calling the reseller was the same: It's Microsoft's problem.

    At that point, I was *already* going to file a claim with my credit card... Fortunately, I got a call back asking me to send all the documentation: The invoice, the activation card, the box. I quickly put these items in the mail, and then realized afterwards: "I have just mailed all my evidence to Microsoft!" So much for my claim with the bank...

    There were some emails exchanged. The reseller asked Microsoft to fulfill the order, and copied me on the mail.

    A month had passed, to the day from the day I placed the order. I called to find out the status of the order: They had received my mail, but there was some issue with the invoice. I had printed the invoice on my laserjet. Somehow, that wasn't good enough for them. WTF?

    I told the rep that I had sent them everything I had, that they were obligated to fulfill my subscription, and that I wasn't going to send them anything else because I didn't HAVE anything else, and besides, the retailer had already sent them what they were asking for on my behalf.

    Next day, I got a rude message on my voice mail. I wonder how many companies can afford to have rude customer service reps? Microsoft, and maybe a collection agency. I felt like I needed a lawyer by now. Anyway I insisted on another service rep, and after explaining the whole situation to the new rep, the problem got solved.

    So I got what I paid for, but I had to beg, threaten, and wait long enough that I was never sure it would be delivered or that I was going to solve the problem without filing a lawsuit.
  • by rice_burners_suck ( 243660 ) on Wednesday July 30, 2003 @06:47PM (#6575226)
    Buy one of those $500.00 computers that comes with Windows XP preinstalled. Drag them to small claims court over the $199.00 price of Windows. The computer has just cost you $301.00. Hmmm... Good deal!
  • by Anonymous Coward on Wednesday July 30, 2003 @06:55PM (#6575304)
    I've represented myself in Small Claims and his advice is generally good.

    The only problem I can see is that the XP EULA has clearly contemplated this. Remember, he isn't getting the refund from Microsoft but from the hardware manufacturer that bundles XP.

    The EULA reads:

    If you do not agree to the terms of this EULA, you may not use or
    copy the SOFTWARE, and you should promptly contact Manufacturer
    for instructions on return of the unused product(s) in accordance
    with Manufacturer's return policies.

    It says nothing about a refund. Even if it did, the manufacturer could say their policy is not to give a refund, or only to give $10 or whatever.
  • by mst76 ( 629405 ) on Wednesday July 30, 2003 @07:10PM (#6575415)
    Toshiba laptops are sealed with a printed license. If you don't agree, you must return the whole computer. I believe this was done exactly to prevent claims like this. If more people try to get a refund, I believe more and more companies will just seal the complete computer/laptop.
  • by xigxag ( 167441 ) on Wednesday July 30, 2003 @09:35PM (#6576343)
    I know of a case in the New York Small Claims court where a person won a default judgment for $3000 against Microsoft. A default judgment means they never showed up in Court to defend themselves against the suit. His cause of action (claim) was that upgrading his computer to Windows XP caused his scanner and other peripherals to stop functioning, and he lost work as a result.

    The amazing thing was that Microsoft never contested the judgment. They paid him!
  • A Simpler Way (Score:4, Interesting)

    by preed-man ( 1796 ) on Thursday July 31, 2003 @12:14AM (#6577188) Homepage
    One easier way I've proposed to get a refund for this sort of thing (but unfortunately didn't have the time to try when I got my shiny new Dell laptop two years ago) is the following, which doesn't involve the courts at all:
    1. Buy/setup computer; read license.
    2. Decline license; have auto-installation program wipe your drive. Install Linux.
    3. Take all Windows software media, documentation, and other materials and box them up. Take pictures of the package, and include a packing list of what you're returning. Include a letter explaining that you do not agree to the license, and that you're returning the product for a refund, per the license instructions.
    4. Send the package via certified mail to the vendor (Dell, etc.); make sure someone has to sign for it.
    5. Once you know it's been received (and you have a signature), call up your credit card company (you DID pay by credit--not a check card--right?), and request a $199 hold on the payment to the vendor, explaining that you're following the license regarding returning the product.
    6. The credit card rep will ask you a bunch of questions; I can't remember exactly what they are, but they are very specific yes/no questions; be careful how you answer them (they reps are reading a standard scripted list of questions that is used to determine whether or not you qualify for a refund under credit card consumer protection laws).
    7. The credit card company will put the $199 on hold while they investigate. They may require you to send a letter explaining your request; you may have to use some of the 'responses' listed in this article as justifications for why your claim makes sense, particularly regarding the actual value of the software.
    8. Sit back and watch the mega-corps fight it out. You have your "refund," and all you had to do was follow the license terms. No fuss, no muss, no court, no court costs.
    Granted, IANAL, and I haven't tried this (but I for damn sure will next time I buy a computer)... but I had some experience with a credit processing agency and we dealt with these kinds of chargebacks all the time; I see no reason why this wouldn't work.

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