Seeking Alpha
  • Seppo Sahrakorpi
    Interesting to see who turns out to be right, $MSFT or $GOOG, going exactly opposite directions w/ $NOK and $LNVGY deals, respectively.
    Jan 30, 8:02 AM
    Reply (18)
    • westewart: Was thinking the same thing.... My vote is with google. HW business is tough, look at dell/microsoft in laptops. MSFT has the makings there
      Jan 30, 8:22 AM
    • westewart: by makings i mean margins. that said, lenovo got a good deal.
      Jan 30, 8:27 AM
    • tcor0328: Just think $MSFT plan is to push hard into enterprise w/full package, and high quality Lumia phone completes that package.
      Jan 30, 8:45 AM
    • Amateur Investor: Well that certainly should be their plan. Also tablets in enterprise
      Jan 30, 9:13 AM
    • caligrowthresearch: $MSFT will go down with its WP plans...
      Jan 30, 9:37 AM
    • N808: Microsoft emulates Apple in some way, while Google emulates the old Microsoft in some way?
      Jan 30, 9:49 AM
    • Seppo Sahrakorpi: My money is on $MSFT. Build and be in control of the whole consumer ecosystem (phones, tablets, PCs, Xbox as a media center...)...
      Jan 30, 9:52 AM
    • Seppo Sahrakorpi: ...With commodization the point is not to make money on the phones, rather than on the additional services built around...
      Jan 30, 9:53 AM
    • Seppo Sahrakorpi: ....the whole package. And $AAPL already brilliantly controls that, and $MSFT wants to do the same.
      Jan 30, 9:54 AM
    • nikomas: Hello Seppo, Have you seen that news? Do you think it's possible? http://bit.ly/1fpWOWy
      Jan 30, 10:23 AM
    • Seppo Sahrakorpi: I initially thought this was just Nokia's leverage in negotations w/ MSFT, but it seems to be real, and might indeed have MSFT's blessing.
      Jan 30, 10:28 AM
    • Seppo Sahrakorpi: There has been so many independent rumors that the device is real adn ready to go for sure.
      Jan 30, 10:28 AM
    • sidiji: msft had no choice, with 95% of wp market, nokia was WP. if it had turned towards android, msft's entire wp strategy would've evaporated
      Jan 30, 11:33 AM
    • sidiji: thats why i think goog made a strategic mistake in not counterbidding for nokia to block msft
      Jan 30, 11:34 AM
    • Leont68: I think GOOG meant to buy and sell moto all along, they just wanted the patents not the hardware.
      Feb 1, 12:23 PM
    • el stevadore: GOOG. they just wanted patents. nobody wants to make hardware. microsoft proclaiming to be a devices company foreshadows misfortune for them
      Feb 5, 4:39 AM
    • Leont68: Talking about Lenovo and hardware, I recently bought the miix 2 8 and miix 2 10 tablets , great stuff
      Feb 5, 4:59 AM
    • Seppo Sahrakorpi: Thinkpad series laptops/hybrids are the best on the PC side. I refuse to buy anything else noawadays.
      Feb 5, 7:52 AM