Linked by Thom Holwerda on Tue 16th Apr 2013 16:37 UTC
Windows Microsoft's Terry Myerson, corporate vice president of Windows Phone, talks about the competition. "With iPhone, I sense that it's running out of steam. With iOS, [Apple] just added a fifth row of icons. Android is... kind of a mess. Look at Samsung - there's clearly mutiny going on. The only OEM making money off of Android is Samsung." There's truth to all these statements, which makes it all the more surprising that Microsoft appears to be unable to properly capitalise on them. Sure, WP appears to be doing well in a few select markets, but by no means the kind of success Microsoft and (Nokia) was banking on. Microsoft will pull through. Nokia on the other hand...
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Comment by Nelson
by Nelson on Tue 16th Apr 2013 17:14 UTC
Nelson
Member since:
2005-11-29

I expected as much with regards to the unsubsidized countries. These are countries where the influence of the carriers or sales channel apparatus is less prominent, so users are actually enabled to make an informed choice.

I can't count the times I haven't had some pimple faced sales rep at a carrier try to shove an iPhone down my throat. This isn't consumer choice, it's a very perverse pay to play system where only the OEMs and OS vendors who submit to the will of the carriers is actively pushed.

Despite that, Windows Phone is showing off shoots of hope. Its starting to grow in volume and mindshare and having some appreciable impact in some regions.

While it might seem small and insignificant to some, all you need is a small spark to become self sustaining. Just enough to get over the chicken + egg scenario that mobile ecosystems find themselves in. If they can over the next 2-3 years keep building on this momentum, then I'm confident it'll catch on eventually.

Nokia is set to grow their volumes sequentially again, which should help them stay in the game for longer. That, and other divisions within Nokia are helping with Nokia's financial position.

I'm not sure why there is still concern trolling over Nokia's financial position, as they've been out of the danger zone for a little while now.

Nokia's Asha line up has been met with a positive response and they've either staved off or reversed a decline in many regions with regards to S40 competitiveness.

Basically, if Asha grows enough -- it can help curb some off the transitional losses in its smartphone business.

Nokia Siemens Network has also had a remarkable turn around over the past few quarters which contributed greatly to easing some of the cash burden they had been saddled with. Same thing as Asha here. The more this grows the healthier Nokia becomes.

As for Nokia's smart phone business:

Nokia has fully fleshed out its smartphone Lumia line up. The recently announced Lumia 520 running WP8 is available unsubsidized for about $180. That's incredible. They need to keep pushing downwards, but it becomes in my opinion, increasingly hard to remain bearish on Nokia in light of how far they've pushed WP8 down in price.

Combine this with the alleviation of its supply constrained Q42012 situation and its very, very hard to say that Nokia will have a terrible 2013.

If Nokia sells more phones this quarter than last quarter, it will go some ways towards showing that Lumia's were limited by supply constraints rather than tepid consumer demand.

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