Investment and reward. It’s a concept that is clearly paying off nicely for Red Hat as their stock price overtook that of Microsoft on one fine day in October. And where Red Hat is playing it smart is by sticking to a proven market that has yielded them a lot of success – enterprise IT.
Microsoft on the other hand, run by an arrogant CEO living with his head in the past, is busy playing master to everyone’s desktop. Hence their enterprise offerings are CLEARLY not getting the attention they need.
Still, there can be no doubt with the release of Windows 7, Microsoft will see its stock beginning to recover and not a moment too soon. Unless Windows 7 and Bing both start showing fruit as we ease into 2010, I see Microsoft in real trouble in the years to come. Not out of business mind you, but a hell of lot less profitable.