In Like A Lamb, Out Like A Lamb

What's going on with MSFT? I thought that the release of Vista and some great earnings was supposed to drive the stock up even more than it's spectacular run since last June. I'll tell you what happened: AAPL. There is nothing MSFT can do lately that AAPL can't top. Zune was trumped by the iPod from it's very inception. Leopard and the recent iPhone buzz have thwarted any long term thoughts about Vista. The X-Box 360 is still a great part of the home theater for your kids, but with the inception of AppleTV (and honestly, the Mac Mini, a great HTPC), Apple now has the coolest set top box to along with your brand new HDTV (which Apple may be making in a few years time). I believe this is all akind to a growing trend away from all things MSFT in the home. MSFT has shown that given 3 years and billions of dollars, they can only come up with something marginally as good as AAPL made 2 years ago. MSFT is Titanic (in so many ways) and Windows is the brass everyone is polishing while the whole ship is going down. Technically speaking, it's a over complicated, below quality OS when compared to OS X or even Linux. We are now to the point where you can do ANYTHING on a Mac you can do on a PC (something that honestly wasn't the case in 2000 or else I would have made the switch then) and you can do it in a more friendly, more stable and more secure environment. MSFT should have ditched Windows after XP and gone towards a new OS from the ground up. I'm hearing a lot about Vista breaking things and offering very little new since XP. Sure, it looks nicer and has some new gadgets that are pretty sweet, but these gadgets have been on the Mac for a few years now.

Eventually you'll see MSFT as an application developer (Office) and a corporate-type software and support company (like Oracle). Vista has given MSFT a stay of execution. Unless the next MSFT OS is something really special and able to catch up with what AAPL has done since it ditched OS 9 (Classic), I expect the migration to OS X to increase.