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This column was originally published on RealMoney on Sept. 29 at 9:36 a.m. EDT. It's being republished as a bonus for readers.

Will people finally make the move? Will they finally decide to give up on


(KO) - Get Coca-Cola Company (The) Report

and switch to


(PEP) - Get PepsiCo Inc. Report

? This is the quarter that separates the two, and if they don't, is it just because of old-fashioned loyalty?

I mean, I support the Phillies because I am from Philadelphia, but I would trade that birthplace in a heart beat for the right to root for the Yankees. Or even the Red Sox.

What's the reason why people stay with Coke? Buffett? Old news. New CEO? We've had a ton of them, hasn't helped.

Pepsi has reinvented itself in the last couple of decades first by shedding low P/E restaurants and then by bringing in high P/E drinks and snacks. Coke has done nothing during that period except water (and by the way, Pepsi has water, too).

Today should be the day that things change, especially now that Pepsi has a horde of cash that rivals Coke's.

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What will they do with it?

Something good; they always do.

Random musings:

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