I really believe that microsoft would not have such a strong position today, if IBM had decided not to bundle windows support with their OS:
It's *possible* but then again it might have been extremely hard to sell OS/2 at all without it.
You're a business. You need to run these Windows 3.1 apps, your business depends on it. IBM introduces a new, better, faster OS, but it can't run your applications. You can't switch to the new OS and wait for your applications to be ported over, so you can't use it.
I imagine that IBM weighed the pros and cons.. decided it was better to make it easier for Windows users to run OS/2, which was the right thing to do in the beginning. Poor marketing and cruel business moves on Microsoft's part caused it's demise.