That was my recollection of the crux of it as well.
Oh, you want to bundle Netscape with your Windows PC? Each copy of Windows will run you $80. If you decide to not bundle Netscape, it'll only be $30.
I'm also reminded of Linux/desktop bundling. IIRC, MS tried (and I think succeeded) in their licensing terms require Windows licensing based on PCs shipped, not Windows PCs shipped, so even selling a Linux-only desktop still required an MS-tax, meaning it was more expensive to sell a Linux desktop than a Windows desktop (at least for some of the big players like Dell, HP, etc).
Oh, you want to bundle Netscape with your Windows PC? Each copy of Windows will run you $80. If you decide to not bundle Netscape, it'll only be $30.
I'm also reminded of Linux/desktop bundling. IIRC, MS tried (and I think succeeded) in their licensing terms require Windows licensing based on PCs shipped, not Windows PCs shipped, so even selling a Linux-only desktop still required an MS-tax, meaning it was more expensive to sell a Linux desktop than a Windows desktop (at least for some of the big players like Dell, HP, etc).