Pundit is such an over-used term, like genius, you know. But Bob Cringely really is one. The thing that makes a pundit is his ability to comment on stuff no one else can make heads or tails of.
Here's a great piece which piles on Microsoft, uncovers otherwise unknown information, and ends with a cliff-hanger prediction.
Cringely presents this kind of info almost every week. And I love it.