This is really cool. I like that the author clearly sees a lot of things from Apple's side, particularly with regard to ClarisWorks, and its market positioning vs Office and MS Works. It makes sense that a ClarisWorks user would be less likely to upgrade to MS Office anyway, vs an MS Works user, since you're now buying from a different vendor. But he candidly says that MS Works isn't as good as ClarisWorks anyway.
I don't remember how things went down in the browser wars. The author of the email seems to think Apple might not be willing to ship a non-OS X-native [Netscape] Navigator with new machines. I do remember IE being popular enough on OS 9 or X, but I can't remember which, and I certainly don't remember if Navigator or IE shipped with OS X, but it had to have SOMETHING.