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« All Quiet on Western Front - Smartphone battle update: RIM is NOT in trouble | Main | Verizon CEO Ivan Seidenberg 'Studies be damned' yet refuses to see facts »

April 07, 2010

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sachendra

Great analysis Tomi. I have seen microsoft being written off at least 4 times in the last 15 years and each time they bounced back with a vengeance. I am quite confident they will bounce back again.

Peter Cranstone

Spot on. I've been saying for years not to count Microsoft out. Now people will start paying attention. Early reports by people I've talked to is that the new OS is very, very good. Now we'll see if they can execute and if the developers like it.

Tomi T Ahonen

Hi sachendra and Peter

Thanks, yeah, this is the Microsoft we want in mobile, carrying its load and helping make better phones and software for all. Not just sitting on the sidelines haha..

Tomi Ahonen :-)

Joey1058

"Welcome back, Microsoft, we missed you." LOL! MS has their fingers in so many pies, they look like a group of school children stealing the bakery. Their "wait and see" approach can be infuriatingly annoying. But damn if they don't always manage to pull a rabbit out of their hat.

The thing is, they *ARE* Microsoft! It's one of the few companies that can get away with doing what they do, and STILL make everyone at least sit up and take notice. And as you pointed out, everyone has scrambled to reposition themselves in the industry.

Steve Ives

When I first saw the Pink announcement I was thinking "this is really dumb from Microsoft" (not going for the hot touch screen space, splitting its own developer community between 2 different and incompatible Microsoft software platforms).

But now I'm beginning to see (thanks Tomi) some really smart thinking by MS that could make this a fascinating comeback story (or it could of course crash and burn).

First, attack where your strongest opposition (especially Apple, Nokia) is weakest - the sheltered US CDMA carrier markets.

Second, gain access to some totally leading- edge hardware capability from Japan - from Sharp - a company which is not yet heavily invested in Android technology and who does not have to capability to drive Android volumes in the Western markets

Third, focus on the most valuable consumer demographic - the 18-24 market - "Pioneer Youth" - a beachhead from where you can build a cool brand.

Fourth, work your relationships (XBox 360) with the games studios to bring a whole new dimension of fun to the world of often-somewhat-boring Qwerty devices. Not much has been revealed yet about Pink's gaming capabilities, but given the target demographic this is a natural step for MS.

As always, its not enough to have a great strategy. Now Microsoft really have to execute in mobile, like they've never done before.

Polly

But now I'm beginning to see (thanks Tomi) some really smart thinking by MS that could make this a fascinating comeback story (or it could of course crash and burn).

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I love iphone 4 white, and i will keep focus on it. But when will it really release, hmm let's see.

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When I first saw the Pink announcement I was thinking "this is really dumb from Microsoft" (not going for the hot touch screen space, splitting its own developer community between 2 different and incompatible Microsoft software platforms).

But now I'm beginning to see (thanks Tomi) some really smart thinking by MS that could make this a fascinating comeback story (or it could of course crash and burn).

First, attack where your strongest opposition (especially Apple, Nokia) is weakest - the sheltered US CDMA carrier markets.

Second, gain access to some totally leading- edge hardware capability from Japan - from Sharp - a company which is not yet heavily invested in Android technology and who does not have to capability to drive Android volumes in the Western markets

Third, focus on the most valuable consumer demographic - the 18-24 market - "Pioneer Youth" - a beachhead from where you can build a cool brand.

Aaron Rodgers Jersey

Microsoft is about to release its first branded phones, and the first is targeted at women users who are heavily into social networking, instant messaging and SMS texting, and is called Pink. It debuts on Verizon's network in the USA.

Charles Woodson Jersey

What of Sharp? Who? Sharp, the Japanese electronics giant (a bit bigger than Google, a bit smaller than Apple) which happens to be the world's 9th largest mobile phone maker.

B.J. Raji Jersey

A bit of market reality here - Microsoft as a company is twice the size of Apple, twice the size of Motorola and three times the size of Google by revenues. (But now smaller than Nokia, used to be the other way around with Nokia just a few years ago).

Donald Driver Jersey

It does however, serve the worlds' most demanding mobile phone market (Japan) so advanced, that the original iPhone 2G was so out-of-date in 2007 for Japan, it was considered obsolete and not even launched there (Japan is the world's first country where 2G networks will be turned off totally this year, by 2007 they had stopped selling 2G phones totally).

James Starks Jersey

As to enterprise customers? Windows Mobile is the big 'third ranked' smartphone OS platform for enterprise/corporate clients globally, behind RIM Blackberry and Nokia E-Series.

John Kuhn Jersey

(To quote Winston Churchill after the battle of El Alamein - this is not the end, this is not even the beginning of the end, but this is, perhaps, the end of the beginning).

Jordy Nelson Jersey

Very shrewd by Microsoft and for Sharp, it clearly signals a hunger to return to global phone markets.

Nick Barnett Jersey

Hey, that sounds almost like they've read my two open letters to Microsoft and how Motorola could be saved. Cool. Welcome back Microsoft. We missed you!

Jermichael Finley Jersey

What of Sharp? Who? Sharp, the Japanese electronics giant (a bit bigger than Google, a bit smaller than Apple) which happens to be the world's 9th largest mobile phone maker. Sharp does lots of different types of electronics

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Available for Consulting and Speakerships

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    Tomi Ahonen is a bestselling author whose twelve books on mobile have already been referenced in over 100 books by his peers. Rated the most influential expert in mobile by Forbes in December 2011, Tomi speaks regularly at conferences doing about 20 public speakerships annually. With over 250 public speaking engagements, Tomi been seen by a cumulative audience of over 100,000 people on all six inhabited continents. The former Nokia executive has run a consulting practise on digital convergence, interactive media, engagement marketing, high tech and next generation mobile. Tomi is currently based out of Hong Kong but supports Fortune 500 sized companies across the globe. His reference client list includes Axiata, Bank of America, BBC, BNP Paribas, China Mobile, Emap, Ericsson, Google, Hewlett-Packard, HSBC, IBM, Intel, LG, MTS, Nokia, NTT DoCoMo, Ogilvy, Orange, RIM, Sanomamedia, Telenor, TeliaSonera, Three, Tigo, Vodafone, etc. To see his full bio and his books, visit www.tomiahonen.com Tomi Ahonen lectures at Oxford University's short courses on next generation mobile and digital convergence. Follow him on Twitter as @tomiahonen. Tomi also has a Facebook and Linked In page under his own name. He is available for consulting, speaking engagements and as expert witness, please write to tomi (at) tomiahonen (dot) com

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