re: Microsoft's Nokia Deal, Analyzed
At least one recent report notes that in certain markets, Windows Phone is the top draw among customers upgrading from feature phones. There's still significant growth potential in this market, so the recent progress is great move for Microsoft. The problem is, the people upgrading from feature phones aren't as likely to be the people who buy into larger ecosystems-- and Microsoft needs Windows Phone to feed the rest of the "one Microsoft" landscape, particularly Windows 8 and, to a lesser extent, Office, Bing, Xbox and the (soon-to-be-renamed) SkyDrive. Higher market share will serve some of these needs, but for others, Microsoft will need high-end customers-- a segment pretty much owned by Samsung and Apple. Microsoft will need to produce devices that show what the company can accomplish with tight hardware-software integration, but it will also need to walk a tightrope in targeting areas for growth. Buying Nokia helps, but there's a lot that still needs to be executed well.