I'll like to understand this comment, this means no one anticipated custom baseband will down even when expectations were that Nokia would decline 22 percent in the same period?
Somehow I'll like to think nobody expected to reach 53% down, but based on Nokia expectations they should be aware custom baseband will be downhill.
:Simply put, while weakness at Nokia has been very apparent in the marketplace, no one anticipated that custom baseband would be down 53 percent in the span of two quarters, especially given expectations that Nokia units would decline 22 percent in the same period. "
Microsoft has enough top-notch engineering talent that it could easily surpass the wow factor brought on by iOS and supported apps. Just as a casual observer I see a business-heavy approach though to product development at MS. True their strategic decisions have boxed out their competition. At the same time, their developers are boxed in. MS also seems to be shy on marketing too, and more of this kind of effort might have won the public around to a Nokia-Windows platform.
I agree that timing is everything in business especially when a strategic move is being considrered. The window of opportunity was not timed right by Nokia in this instance.
Susan, in addition to movements at managerial level, it seems there is still much confusion on strategy: once definitely left Symbian and launched WP7 as best OS environment to promote Nokia-Win success, yesterday one step back is done as tool's announcement to support Android apps porting on WP7...or is a step forward?
It's a shame that Nokia's devices and services unit will report a lower than expected sales and margins in the second quarter despite a deal with Microsoft.
Glaring as it may seem that Nokia is in further troubled waters; however, I don't foresee further weakness than it is already in. I think Nokia could still reap many of the benefits it expects with the Microsoft relationship given time.
Hi DennisQ, it’s amazing how these two titans (Microsoft and Nokia) are now considered underdogs in the quest from mobile dominance.I’ve stated in the past that there is too much too lose for both of these companies and that is why I expect these two companies not to go down without an all out fight.For Nokia, it is a matter of survival.
Those are some interesting charts, Dave, but it's not hard to have that type of growth rate when you're starting from pretty much nothing. And now that many of the "easy" ports from other platforms are out of the way, what does the future hold for MS apps? It's a really tough sell for developers.
Clearly, if you're an app developer that wants to make money, you need to be on iOS. It's the obvious and most profitable platform by a gigantic margin. Despite Android's growth and install base, it is clearly not as appealing as iOS for many reasons: less potential customers, more devices to worry about being compatible with, etc.
A counter-argument to this is that if you have a unique app for less-developed-for platform, you may still be able to make money because there's less competition. Perhaps. Still, it's hard to imagine Microsoft placing any better than 3rd in this race, and even that seems way, way, way too ambitious. 4th if they're insanely lucky. 5th-6th-7th more realistic.
From your blog is more than Clear that Nokia and Stephen Elop's facing huge problems. I don't believe the move of adopting Microsoft OS instead of symbian is a wrongfully move. Maybe it was better instead of using Microsoft OS to adopt the Android platform but this is another story.
The time is the best judge, and the future will show us if it was a fateful move for Nokia.
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