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July 24, 2014

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zlutor

Sad to this whole story... :(

Let's guess how many months are left for remaining stuff before M$ closes the whole organization. 12-18 months?

@Tomi: do you know what happens with closed factories (e.g. in Komarom, Hungary)? Will they be sold to somebody? I meant assets there.

Once I was there - it was really impressive to see how they produce mass of phones... :-(

Thomas

The new CEO has, however, issued the enigmatic strategic directions "mobile-first and cloud-first".

Asko

@zlutor

Microsoft's new CEO said that ex-Nokia division will be profitable in two years, so I would think that they have at least two years but not much longer unless they succeed.

falito

last Q1 there was 5.6 miliion Lumia Phones thats is 37.7% of increase for this Q2 at 7.7 million Lumia Phones by Nokia-Microsoft, not including Noxia X...

tontridge

The channel boycott is still in full swing i see. I dont see any way out for them now, if the channel only boycotts, then the m$ is still as doomed as ever. No light at the end of this tunnel.

Spawn

Elop's "devices" devision was just removed while switching from Ballmers Windows-only devices & services to Satyas cross-platform mobile first & cloud first strategy. While xbox was moved out already and shutting down the devices-devision just begun with the mass-layoffs and aborted NokiaX+featurephone-segments it takes some time till fully applied. We will still see some new Lumia and Surface devices, more layoffs, more cuttings, more shrinking in Elop's device devision. Elop keeps there cause he has a proven track-record in shutting down things fast wanted or not. Satya just had to make sure Microsoft's cash is protected while that happens what he did. Then the whole devices-misadvantage will solved itself within next months. What stayst the end is Elop running/ruining the devision alone, some more millions for him and good bye. Its a controlled shutdown of Ballmers last expensive fail. It cannot be done fast because the $7 billion writeoff and culture-change needs time else Satya may find himself confronted with increased internal power-fights and resistance against any transformation.

John A

If I look at Nokias latest releases as Nokia Lumia 630/635 and now 530 they are not so impressive.
No front cam for selfies that are popular now etc..

And I saw the new Prestigio (Cyprys)and Allview (Romania) models with Windows Phone 8.1 that going for sale now in august.
Even their cheapest low budget models got a front cam.

Are Microsoft making the new Lumia models "bad" in purpose to get customer to the new OEM.s with Windows Phone 8.1?

So it make me wonder if Microsoft want to be in the hardware business at all? As I understand Satya Nadella dont realy wanted to buy Nokia at all, it was basicly Ballmers decision.

abdul muis

"cross-platform mobile first & cloud first strategy"

LOL at the term. How can you have 2 things as first priority? You can only have mobile first, cloud second, or cloud first, mobile second. To have 2 things as first priority is called loosing focus.

Spawn

@John A

> Are Microsoft making the new Lumia models "bad" in purpose

Cost-cutting on all edges. Not forget that Lumia sells on lose. Elop burned billions of cash from both, Nokia and Microsoft. 700 million this quarter alone with the 7i= billion spend for the Nokia-takeover on too. The experiment failed and there is no point throwing good money after bad.

When Elop wrote his lastest stupid memo he confirmed that Satya installed a cash barrier to prevent him, call me the General Failure, from continuing his cash burning at Microsoft. They needed to before Elop does with Microsoft what he did with Nokia. They needed to do so very fast since Elop's special talent, his mutant superhero power, to crash fortune500 companys within short time is dangerous. So, they did. He got head of the devision that actually needs to go away: devices minus xbox.

> get customer to the new OEM.s with Windows Phone 8.1?

As if shifting this irrelevant numbers of Lumia customers who would buy a Lumia again is of any interest. It isn't. Microsoft happly aborted WP7 Lumia customers because they wherr irrelevant, to less. They will do the same again with WP8.

Point is it was Ballmers and Elops game to see momentum in that 3% market share. It was there mindset to pray it will be 30% tomorrow and 130% the day after. That ended latest when Bill Gates made clear, in a public interview, that "this failed". Ballmer got gone, Elop moved to the wreck-devision, Satya applies.

There is no interest in WP, WP is aborted.+ and so are customers and partners - if any are left. That is what Microsoft's OneCore is about: only one Windows which is Windows desktop/server, still there cashcow, and no WP, there cashhole. WP is fading out. The next version is a odinary Windows with some customized UI on top. Its not WP, WP is history like CE is and later had factors more customers and partners and yet got aborted in favor of WP. History repeats. But I doubt we will see much investment from Microsoft into a new own mobile ecosystem effort. Not this time, not with Satya.

Magnus Jørgensen

Seeing and trying the LG phones i'm not surprised at all. They really follow what seems to be the golden rules for smartphones.
- Large screens
- User customizable
- Good Cameras

I bought LG nexus 5 this spring, and i must say its the best Android experience i have tried.
I think they will give Samsung something to fight for.

AndThisWillBeToo

@Magnus
"i must say its the best Android experience i have tried."

That's what the Nexuses are for. I personally have hard time trying to figure out why anyone would buy non-Nexus Android phone if they appreciate user experience even a bit.

Rune

>"cross-platform mobile first & cloud first strategy"
>LOL at the term. How can you have 2 things as first priority?

That was my first thought as well. But actually, mobile and cloud can often be two faces of the same coin, with mobile as client and cloud as server. E.g. for MS Office.

abdul muis

@Rune,

So, how's about when the mobile and cloud were not in the same page. Such as when do the MS office for android (cloud first), it will support the competing platform (microsoft mobile NOT first).

Spawn

@abdul

http://www.businessinsider.com/microsoft-office-for-android-2014-6

This is Office, not Office365. That means mobile (full Office available on any device, Android or iOS, connected or not) and cloud (Office365 and integrated services like sharepoint for collaboration). Both, mobile (or more rightfully 'device' as Kevin turned named) and cloud (or 'services' to pick a better term) are working together, hand in hand.

We are living in a devices & services world. So, whats the problem? That Satya named them both as first priority? Heck, Ballmer had more then a hundred first priorities and yet partners like Nokia complained back then that Microsoft doesn't take mobile serious. Now its two and mobile is explicit named. Its not even 'devices' (which covers a more bigger sprectrum and was limited under Ballmer to devices running windows) but mobile, mobile, mobile.

Productivity, achieve more, do more. Connecting people. Nokia got that a long time ago. Finally Microsoft got it too. At least something that may survive if, and thats a still big if, Satya can survive next months and years to come.

AndThisWillBeToo

IDC opens the game by reporting Samsung unit sales drop (YoY even).
http://www.engadget.com/2014/07/29/samsung-market-share-drops/

RottenApple

Well, that was quite inevitable after the Galaxy 5 utterly failed to impress...

Sell Your Old Mobile Phone

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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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