Microsoft has acquired Nokia Devices & Services

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#889343 3-Sep-2013 23:07

why buy it just to get rid of it? Mobile is key going forward both with consumers and businesses. Microsoft will be transferring over 32,000 of the Nokia staff

alexx

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#889358 4-Sep-2013 02:20

jpoc: It's quite sweet really. They can hold onto each other for comfort as they sink into oblivion.

Not sure about Microsoft, but the Nokia share price went up by more than 40% when the deal was announced.
http://www.channelnewsasia.com/news/business/nokia-share-price-soars/800516.html

#include <standard.disclaimer>

jpoc

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#889362 4-Sep-2013 05:52

alexx:
jpoc: It's quite sweet really. They can hold onto each other for comfort as they sink into oblivion.

Not sure about Microsoft, but the Nokia share price went up by more than 40% when the deal was announced.
http://www.channelnewsasia.com/news/business/nokia-share-price-soars/800516.html

Indeed but that is based on the fact that before the deal, a Nokia share gave you an interest in a successful and profitable cellular network infrastructure company with a great future that was tied to a sinking handset maker that had lost its way and had a murky future whereas, post the merger, that same Nokia share will give you an interest in the infrastructure company plus a huge pile of cash. Of course the share price rose.

antoniosk

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#889363 4-Sep-2013 06:26

Ragnor:
jpoc:

I think you're overly pessimistic about Microsoft, they have diverse revenue streams. Some are growing over time some are growing less over time and shrinking at a % contributor....

Where does Microsoft make money? (Updated 2013)
http://www.tannerhelland.com/4993/microsoft-money-updated-2013/

This is really insightful and well presented.

________

Antoniosk

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#889369 4-Sep-2013 07:18

I think I have been reading for over a decade on various geek forums about the imminent death of Microsoft and of course Apple. After all 2003 was the year of Linux desktop, no sorry, 2004 no 2006 hmmm 2059.

Wade

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#889385 4-Sep-2013 08:18

I'm surprised at all the doom and gloom comments being bandied across social media, sure Windowsphone has had a bit of a lack lustre start but it is a great ecosystem and Nokia have continued to prove they can build great hardware. it can only strengthen their position

tdgeek

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#889393 4-Sep-2013 08:29

Wade: I'm surprised at all the doom and gloom comments being bandied across social media, sure Windowsphone has had a bit of a lack lustre start but it is a great ecosystem and Nokia have continued to prove they can build great hardware. it can only strengthen their position

Exactly. The only fault was that they arrived too late, a LOT have moved to a smartphone and settled in their ecosystem of choice. They will eventually move to No.1, No. 2 or No. 3 by market share, if No. 3 it won't be minor.

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crackrdbycracku

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#889536 4-Sep-2013 10:45

I think this merger will be good for Nokia. Since Nokia abandoned Meego and adopted Windows their future has tied to MS, this means they won't be cut loose.

There is growth in the tablet/phone/mobile market but the number of people who own a 'mobile device' and don't own a 'proper computer' is vanishingly small. People still own and buy computers, the market just isn't growing like mobile devices. Most of those 'proper computers' are PCs running Windows.

That means the concept of an integration between your computer and your mobile device is pretty much obvious. I don't mean easy or simple and I mean a lot more than Sky Drive or Google Drive.

Microsoft is in a far better position than anybody else to make this happen. They own Office, the word processor, spreadsheet and email client the world works on. Despite the fact people want tablets they still want Office.

When, and I don't think it is an if, they get mobile right it will be game over for everybody else. The only reason we are even having this discussion is that the Microsoft has been unbelievably bad in it's mobile strategy execution so far. Surface RT has been described as 'a good first generation product', there is no such thing. Windows 8 simply isn't what people want. The only reason it is on computers is that isn't a viable alternative.

What do they say about Microsoft products? Wait for Version 3.0.

With this acquisition Redmond is one step closer to Windows Mobile Success 3.0.

So a good move for Microsoft.

Didn't anybody tell you I was a hacker?

tdgeek

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#889556 4-Sep-2013 11:10

crackrdbycracku: I think this merger will be good for Nokia. Since Nokia abandoned Meego and adopted Windows their future has tied to MS, this means they won't be cut loose.

There is growth in the tablet/phone/mobile market but the number of people who own a 'mobile device' and don't own a 'proper computer' is vanishingly small. People still own and buy computers, the market just isn't growing like mobile devices. Most of those 'proper computers' are PCs running Windows.

That means the concept of an integration between your computer and your mobile device is pretty much obvious. I don't mean easy or simple and I mean a lot more than Sky Drive or Google Drive.

Microsoft is in a far better position than anybody else to make this happen. They own Office, the word processor, spreadsheet and email client the world works on. Despite the fact people want tablets they still want Office.

When, and I don't think it is an if, they get mobile right it will be game over for everybody else. The only reason we are even having this discussion is that the Microsoft has been unbelievably bad in it's mobile strategy execution so far. Surface RT has been described as 'a good first generation product', there is no such thing. Windows 8 simply isn't what people want. The only reason it is on computers is that isn't a viable alternative.

What do they say about Microsoft products? Wait for Version 3.0.

With this acquisition Redmond is one step closer to Windows Mobile Success 3.0.

So a good move for Microsoft.

Nice post, although I don't think it would be death for everybody else if they got mobile right. They and Apple have the advantage of being a real manufacturer and a real OS manufacturer. Yes I know MS doesn't make PC's, but they make a game console that integrates and the tablet that failed, and now phones. Google is a search engine making a free OS. I do see migration away from Android to Apple and Windows Phone. Bit like a Holden car vs a Ford car vs a Panasonic car. Well, you know what I mean. I can see all 3 mobile OS's having a strong relatively evenish market share. I can see WP having the most market share. Whether WP gets 30% 40% or 50%+ time will tell.

BTW not being anti Android, I just see a settling down in mobile being between the two main computer guys over time. WP 50%, iOS 30%, Android 20%

crackrdbycracku

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#889565 4-Sep-2013 11:35

tdgeek: I don't think it would be death for everybody else if they got mobile right. I can see WP having the most market share. Whether WP gets 30% 40% or 50%+ time will tell.

I would agree with you, and I might have overstated the case for MS.

I've often described a successful Microsoft mobile strategy as a 'third way'.

At one end of the spectrum we have Apple; if you want total integration and you want to buy all Apple products that's great. But this comes with advantages as well as disadvantages, and don't forget the Apple price.

At the other end we have Android; your phone might get an update ... sometime, the App you download might be legit ... maybe, the actual hardware of your phone might be speced for the version of Android it is running ... if you are lucky. But you will also have the freedom to do what you want with your phone, you want to change the ring tone/ alarm tone/ theme or anything else for that matter? Go for it.

A truly successful Microsoft mobile would chart a path somewhere in the middle and as you say could well attract 50% of market share. There would be hardware requirements, but more than one maker. There would be managed updates. There would be control to inspire confidence but not too much to strangle innovation.

Again I am not saying this would be easy and so far they have not executed a mobile strategy which has been truly all it could be, remember those first 'tablet PCs'? Windows Phone hasn't been that but it hasn't exactly leveraged the obvious advantages Microsoft brings yet.

But hope springs eternal, eh?

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tdgeek

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#889576 4-Sep-2013 11:48

crackrdbycracku:
tdgeek: I don't think it would be death for everybody else if they got mobile right. I can see WP having the most market share. Whether WP gets 30% 40% or 50%+ time will tell.

I would agree with you, and I might have overstated the case for MS.

I've often described a successful Microsoft mobile strategy as a 'third way'.

At one end of the spectrum we have Apple; if you want total integration and you want to buy all Apple products that's great. But this comes with advantages as well as disadvantages, and don't forget the Apple price.

At the other end we have Android; your phone might get an update ... sometime, the App you download might be legit ... maybe, the actual hardware of your phone might be speced for the version of Android it is running ... if you are lucky. But you will also have the freedom to do what you want with your phone, you want to change the ring tone/ alarm tone/ theme or anything else for that matter? Go for it.

A truly successful Microsoft mobile would chart a path somewhere in the middle and as you say could well attract 50% of market share. There would be hardware requirements, but more than one maker. There would be managed updates. There would be control to inspire confidence but not too much to strangle innovation.

Again I am not saying this would be easy and so far they have not executed a mobile strategy which has been truly all it could be, remember those first 'tablet PCs'? Windows Phone hasn't been that but it hasn't exactly leveraged the obvious advantages Microsoft brings yet.

But hope springs eternal, eh?

Good points. MS has an advantage in that it can look at Apple. Great job, great hardware, great OS, integration. Nice. Take all that and reduce the Apple restrictions to, as you say, find a mid point. MS may be well behind but they saw what two others did, and they have the brand. They could be the Apple where you can do it your way. I also think Apple will rise. Board told TC to innovate, I can see the 4.7 next year without doubt, and for a change some real improvements to iOS and the iPhone. I can see Android being squeezed, although they would dominate the low end due to price.

2014 will tell all! I am sure it will a big year for MS and I hope Apple (I have screen envy)

crackrdbycracku

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#889583 4-Sep-2013 12:00

@tdgeek

OK, here a question. What can Microsoft learn from Windows Phone 7, Mango, Meego, Windows Phone 8, Windows 8 and Windows RT to execute a successful mobile strategy?

I would say lesson one is: You don't need three current versions of Windows that aren't very compatible.

Anybody with others?

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tdgeek

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#889589 4-Sep-2013 12:12

crackrdbycracku: @tdgeek

OK, here a question. What can Microsoft learn from Windows Phone 7, Mango, Meego, Windows Phone 8, Windows 8 and Windows RT to execute a successful mobile strategy?

I would say lesson one is: You don't need three current versions of Windows that aren't very compatible.

Anybody with others?

TBH I am not familiar with those MS OS's. But I feel you need the mobile OS to be a subset of the full OS. Not a cut down full OS but a mobile friendly one that allows you to use, create, modify files for use on either desktop or mobile device. The mobile device isn't a seperate device, its a mini PC

jpoc

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#889830 4-Sep-2013 17:32

jpoc:
alexx:
jpoc: It's quite sweet really. They can hold onto each other for comfort as they sink into oblivion.

Not sure about Microsoft, but the Nokia share price went up by more than 40% when the deal was announced.
http://www.channelnewsasia.com/news/business/nokia-share-price-soars/800516.html

Indeed but that is based on the fact that before the deal, a Nokia share gave you an interest in a successful and profitable cellular network infrastructure company with a great future that was tied to a sinking handset maker that had lost its way and had a murky future whereas, post the merger, that same Nokia share will give you an interest in the infrastructure company plus a huge pile of cash. Of course the share price rose.

While Microsoft who have paid a fair few billions for a crock have seen their share price tumble. (At least that's the word that my newspaper chose to use.)

semigeek

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#889833 4-Sep-2013 17:38

Will their phones be called "Micro Phones" now?

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