> OEMs are customers just like the people who actually buy PCs; you can't trivially restrict one without restricting the other.

This is plain wrong. Microsoft dictates licensing with its customers and it certainly has the right to license on different terms to different customers.

And in fact they do exactly this with OEM's already.

MSFT is certainly within its rights and capabilities to include in their licensing dealings with OEM partners terms that prohibit pre-installing what they deem "crapware". And asking them to enforce this restriction (whether a good idea or not) is nonetheless reasonable.