The stock-picker touched on Microsoft’s imminent release of Vista, the latest incarnation of its Windows operating system. While some have slammed Bill Gates’s software colossus for the long delay in releasing Vista, he says that “pundits” are missing the value: “For the first time since 1996, there’s been a whole overhaul, re-haul” of Windows, which will spur software sales.
Willard believes digital video is just beginning to blossom. “YouTube hit a homerun in the first inning,” he muses, “but it’s like the original three TV networks” just scraping the surface of television’s potential. As an example of new possibilities, he says, “I look at CNBC as a profit driver [for General Electric’s NBC Universal]."