Nokia’s new alliance with Microsoft and adoption of the Windows Phone 7 smartphone platform has little relevance to Apple. Microsoft and Nokia are fighting for 2nd place against Android. Android has the lead now with its free OS and endless accommodations to carriers and manufacturers. Android has no enterprise presence.
Apple’s iPhone, iPod touch and now iPad usurped the old cell phone and PDA markets and created a third pad market (otherwise known as tablet). Apple is delivering better tech than anyone else. They market hard. They are incredibly efficient and single-minded. Their aesthetics and design are awesome. Apple has nothing to worry about.
But Android hasn’t distinguished itself as a great OS. It’s just the 2nd entrant, free alternative to Apple/iPhone. Both Windows Phone 7 (simpler and more polished) and WebOS (better at the web than Android) are better tech. Google knows that Android is *old* tech cobbled together – that’s why Chrome OS is around — it’s future leaning but has no marketshare at all except as a browser. The Android market is a mess with its openness, lack of app sales, incompatibilities, bloatware etc.
There’s some truth to Google Gundotra’s 2 turkeys don’t make an Eagle tweet. It will be hard to gain traction. But these are still early days in mobile and digitization.
Windows Phone 7 is cool software (maybe not as cool as WebOS but certainly no worse than Android). MS has a great developer program and lots of good feelings from developers — way better than Apple’s rapport with developers.
MS has the sprawling Windows market and a solid Windows 7 OS. Windows has utter dominance in the enterprise. MS even has cool tech and technologists which they can demonstrate when not hampered by having to stay compatible with legacy technologies – see Kinect.
Nokia has great hardware design. Incredible European loyalty. Amazing distribution channels for cell phones. This alliance boosts Microsoft and Nokia in Mobile.
These are early days for great mobile devices. It won’t be easy, but if Microsoft can really focus and Nokia can work with them and play well with others, they can carve out a spot for themselves leaning towards (1) enterprise and (2) simple for ordinary consumers — the silent majority who don’t want to load their devices with endless apps.