re: Microsoft's Nokia Buy: Consumer Chase Is On
Excellent analysis here. Microsoft believes it must be a consumer company and is on a mission, I guess, to prove that one massive consumer hit, Windows, guarantees another. It ain't necessarily so. Microsoft first gained the consumer market by producing good consumer software, then using agreements with PC manufacturers to place its operating system -- and not anyone else's -- on new PCs. It could reward manufacturers with a price advantage if they did; punish, if they didn't. This control point no longer exists. You have to win consumers by appealing to consumers. In that sense, Steve Jobs took this direct route much more effectively than Microsoft ever did, Microsoft's DNA is more strongly as a software development company than as a company with consumer insight. It's now set out to prove that it has the insight, as well as the development smarts. I'm holding my breath.