re: Nokia Numbers Show Microsoft’s Mobile Madness
Paul, if MS is to grow its marketshare, it will have to, in addition to innovating (which it is doing quite well), will have to buy market share. MS needed a major manufacturer to become the poster child of WP. They chose Nokia. BTW - as you correctly pointed out, companies buy market share all the time. Google acquisition of Motorola Mobility, in addition to gaining valuable patents, will be doing exactly this in a vertical fashion. You should recognize that the $1B MS paid Nokia is really nothing more than a down payment on "potentially" purchasing the company by early 2013. Honestly, I don't see how MS will be able stay completely out of the hardware business, especially in smartphones. It's too important, especially as more people converge towards spending more time consuming content on smaller screen devices than desktop PC's and even tablets. Both companies knew Nokia's share of the smartphone market would continue to slide until WP8 arrives on the scene. Hopefully, we'll see a turnaround for both companies as we advance towards WP8/W8's release possibly as early as 3rd quarter for the Intel version. The ARM version will most likely ship in 4th quarter.
Finally, I believe MS should purchase Sprint as a strategic move to out flank Verizon, which will never go big time with WP. They're in love with Android way too much. As such, MS needs to move towards a vertical stack, which in my opinion Google is slowly doing. MS should be more strategic an take move mover's advantage.