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Nokia going Windows. Share price going south. February 11, 2011

Posted by CK in IT, Mobility.
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Not much to say about this. One only needs to read the comments of developers following the announcement that Nokia completely "changes strategy", hand-to-hand with Microsoft. I guess most people expected that, ok, Nokia will test the waters and develop some Windows devices. Or at least that was my assumption. Unfortunately, such close partnership is quite reasonably expected to kill Symbian (which would be ok IMHO), Qt and Meego altogether. Microsoft is not known for its affection towards competitors. The PR talk by Nokia is not convincing.

I guess, it’s not only developers who are not convinced. During the day, Nokia’s share price in the DAX fell by some 14%:

Nokia DAX share price diagram

At NYSE, as we speak, the share price falls by some 16%:

Nokia NYSE/NASDAQ share price diagram

Clever move to go Microsoft, guys. Everyone has lots of faith in this, as you see.

The upcoming WebOS ecosystem February 10, 2011

Posted by CK in IT, Mobility.
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I was particularly impressed by the HP announcements yesterday, that in addition to a couple of new phones and a tablet based on WebOS, it is also planning desktops/notebooks with the same OS. The main reason being, HP seems to be the second behemoth in a few days that realizes the obvious: Offering a complete ecosystem attracts developers; and a large range of applications attracts users — given, of course, a decent OS in the first place. Apple did this and has been winning the race so far. Microsoft does offer an ecosystem as such, but it doesn’t seem capable to capitalize on it, presumably because the platform/OS itself is not good enough. Android is apparently managing very well on the mobile world, but Google’s proposal on the desktop, ChromeOS, does not integrate on a development level (even though Google’s services make up for that to a large extent). Although this does not hurt Android-phones sales, I believe it is only due to the fact that Android is an open system, so phone manufacturers feel safe to base their businesses upon it.

I really think that WebOS can remain (become?) one of the big players in the future, given this new strategy of HP, its deep pockets, and the system’s quality. If I was a developer, I would be more than happy to create applications for this platform — especially if they have "write once, run everywhere" properties with as little customization as possible.

Hopefully, Nokia will also build on a similar strategy with Meego — even if it must divert towards Windows/Android for a while, to keep the stock holders happy. It would then have the additional advantage of offering an open platform (like Android is) to attract other manufacturers, but compete on device quality where it shines. Revenue from desktop H/W sales would be a bonus.