I think I am one of the few investors out here that agrees with Cody Willard over at RealMoney.com.
Microsoft is the dark horse in the running with Vista coming out next year. I think what the general public and other investors don’t realize is institutions and corporations have been ramping up in advance of the release for Vista. Just read the article about IBM rolling out software to make the transition for IT departments seamless. Enterprises have also had an early look at the release of Vista so they can tune their equipment properly which is huge.
I think the MSFT haters just don’t like the idea of Microsoft finally doing something cool. It’s all so much about Apple these days that Microsoft is getting overlooked here. I also agree with Willard that most people are probably judging by past performance at launch. Why is Apple always applauded and Microsoft always hated when new software comes out? Apple is just better at squashing the bad news by burying it deep in their message boards and not letting it out to the public, but I guess that’s easy when you own not only the software, but also the hardware it runs on.
It also reinforces the contrarian investor in me to love hated stocks because the haters are usually wrong.
