Win 7 on Nokia? Ugh. What would OPK say?

think of wp7 as an additional channel for nokia. This would be Nokia's strategy to enter the US Market and be Msft preferred enterprise partner for wp7. nokia has no other way into the US or US enterprises.
 
they won't drop symbian or meego. rather they will "add" wp7. this is the strategy of Samsung and HTC, two companies that are outperforming Nokia around the globe.
 
Nokia has completed a lot in a pretty short period of time considering how large they are.. Nokia has a big ship to turn around being mindful of their current run rate of business.. Everyone says Nokia is sliding fast and it simply isn't true. Yes, perhaps in the high end handset market, but, that's only a piece of the whole picture..

I'm standing by my position that by 2012 Nokia will be competing in the high end market..

It its not easy to just walk into all of the American carriers and just ask them to put your phone on the shelf..

Look how far the ovi store had come in just 6 months. This is what will drive Nokias success.
 
Nokia is not going to sell WP7 devices. If they suddenly dropped Symbian and switched to WP7 they'd go from selling 25M+ smartphones per quarter to selling 2.5M, and they'd pay licensing fees to do it too. Why would consumers want to jump from a well-established OS with huge global reach to a fledgling, unproven one with a VERY murky future given the level of competition that's out there? Going to Android would be a slow death for Nokia. Going to WP7 would be jumping off a cliff.

Even if Nokia only added WP7 devices to its portfolio, that'd simply be a research, development, service and warranty burden for products that likely would sell very few units and not really add much to margins or even revenues given the additional costs of licensing.

Microsoft also isn't going to buy Nokia. They probably have very little interest in entering this market from a hardware perspective and, like I said, I'm sure they realize that buying the company and slapping their OS on it would damage the Nokia part of the combined business more than it would help the Microsoft part of the combined business.

Nokia is at least partially a takeover target, IMO, but not from a software company. The given example of Cisco is an interesting one. I have no doubt that Nokia would like to spin off the Nokia-Siemens joint venture and someone like Cisco might be an interested buyer at the right price. As for the mobile phones, well there are several companies who might potentially be interested but I'm not sure that any would ultimately pull the trigger.
 
Given today's limited and low 'sale to channel' numbers from Microsoft, regarding WP7, I'm thinking that these talks between Redmond and Nokia are very real.

I'm assuming that Nokia is demanding OS changes to meet their own customers' demands. And they're likely demanding Qt and Ovi services integration into WP7.

This same rumor keeps popping up, and where there's this much smoke, there's usually some hint of a fire.

I have a feeling that at CES 2011 coming up, we're going to see Elop and Ballmer on-stage together with an announcement. Isn't Elop giving the keynote address?
 
Well sure, this time it was Eldar, but previously, around the time of Nokia World, it was the finance/investment site VentureBeat, who claimed their own inside-the-company sources were telling them of Nokia and WP7 talks.

They're also the ones that said those same sources informed them that Intel, Cisco, Google and Microsoft had been looking at Nokia's books earlier in 2010.
 
This more likely has to do with Jabil Circuit's outperformance. Jabil does a lot of work for Nokia and people often see Jabil's results as a leading indicator for Nokia's. Even more likely than that, this is just day-to-day market noise. Tomorrow it will be down, the next day it will be up, etc.
 
I don't think a single WP7 phone or two is completely absurd, but I definitely think Nokia would go Android before they dropped Symbian entirely and realistically don't see either one happening. They'll give it at least a year with Symbian in their complete ownership and more likely 2 or 3.
 
It's not at all unusual that Nokia and Microsoft would talk about all sorts of various projects on which they are partnered. As to talk of mobile phones and Windows Phone 7, the talks would probably be something like this:

Microsoft: PLEASE PLEASE PLEASE PLEASE!
Nokia: No.
Microsoft: PLEASE PLEASE PLEASE PLEASE!
Nokia: ...

The idea of putting WP7 on a Nokia device is foolishness. The idea of replacing Symbian with WP7 is sheer insanity. These rumors are mostly the product of American analysts who know nothing of the industry and see what they believe to be two forlorn former giants just looking for love in the big, bad world.

Microsoft's problem isn't a lack of hardware or carrier partners. Samsung and LG are mega monsters, and clearly they're quite successful with other OS offerings. Well, at least Samsung is. HTC is a rapidly-growing up-and-comer that is having wonderful success with Android. WP7 phones are available on most carriers across the globe too and they're not really moving. Nokia might add a few sales but probably not as much as people imagine. It's not that people are dying to buy WP7 if only it were on the right device, it's that they don't want WP7 at the moment.

Nokia's problem isn't specific to Symbian, and even if it were, going to Windows would be going to square one with a very weak hand.

How does this proposed deal make sense to either party?
 
Growth in what? Units shipped? Market share? Revenues? Operating margins? Net Income?

Bear in mind that Nokia ships a "few" more phones here so the rule of big numbers applies to it whereas it might not for HTC.
 
What does that mean? HTC is a temporary hardware provider for Google.. Where's their growth in the next 10 years? Low margin hardware?

Google/Nokia/Apple/Samsung will show a majority of their profits from their app stores going forward... What's HTCs plan? Complete reliance on Google and Microsoft.. HTC could easily be squeezed out of this competitive game when their value proposition is hardware... Wait till the Dells of the world start making a serious push here..
 
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