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Nokia (NOK -5.9%) is selling off again today. A less-than-flattering WSJ article about the early...
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Wednesday, August 29, 2012, 10:45 AM ETNokia (NOK -5.9%) is selling off again today. A less-than-flattering WSJ article about the early U.S. uptake seen by Windows Phone (MSFT) could be playing a role. An AT&T reseller claimed the Lumia 900 only made up 2% of its sales, even though profits on 900 sales are higher than for the iPhone or Galaxy S III, and a T-Mobile reseller claimed WP devices made up just 3% of its sales. The column also notes developer reluctance to write for WP in the absence of a large user base. (yesterday)
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The smartphone OS battles in the US may be over but worldwide the stage is set for many more. I think worldwide the numbers will be mixed. Android topping all with Apple close 2nd and Windows a healthy 3rd.
You'd be wrong.
Android is runaway winner on global basis with 68% share; Apple next at 17%. Then, the crumbs.
http://bit.ly/SDsOtC
I'm a bit surprised Apple is only 17% globally though that was lower then I though.
As a very satisfied Lumia 900 customer I can say that the Lumia 900 WP8 upgrade is a non-issue. I will have had my Lumia 900 for a year by the time the best WP8 devices are shipping at discount. I can then just upgrade to a Lumia 910, 920 or 950; hopefully one has Pureview In the meantime I'd rather have a Microsoft Surface Pro/RT or a Lenovo Yoga and see how to divide and sync my amusement, browsing and content creation between laptop, phone and tablet devices. I've found that most people don't even realize there is a Windows Phone offering but Apple vs. Samsung and Windows 8 is really starting to change that issue. I'm a Mac techno challenged and geners should just stay with their Apple and Android toys.
Nokia's down today due to profit taking and more negative articles like this
http://on.mktw.net/NWR0c9
" I think it was a bonehead move by MSFT/NOK not to ensure they could upgrade the Lumia 900 to WP8"
I'll point out that Google's original Nexus wasn't upgradable because they changed the amount of buttons required for the OS, that WindowsPhone Classic had the same issue in terms of migration to WP7, that Apple's original iPhone II was utter crap for communication but made a great media device and was discontinued in a short time frame.
All to make the point that new OS have teething problems, and I think that's what happened to WindowsPhone.
It's ok though, I think WP will rise to greatness over time via integration with MSFT services, xBox, and desktop products.
I'll also point out that no one else has anything like Nokia's pureview.
Those R&D dollars are going to pay off.
I'm thrilled about the pureview, and I'll def be at the at&t on the launch date.
Take into account China and India, but also the rest of the world not having subsidized phones, and this makes the combat zone in Europe more about android and windows. Apple is expensive. There should definitely be some traction there, especially since the European market is very used to the Nokia name. There is some value in the patent portfolio.
And, bottom line is the product. I am running windows eight beta, and windows phone seven, and it is absolutely awesome. I much prefer it over android, simply because it is about ten times faster. And although the king of smooth is apple, I had far too much trouble with university papers not being formatted correctly to be able to use them. I am sh&*scared to be long nokia, but my gut tells me that two years from now I will be kicking myself
http://bit.ly/QxVi9X
I've tried it last week and I found Windows Phone 7 to be easier to use than Android or IOS.
And by the way, Nokia still continues to be a speculative investment, which makes it a move that's not for everyone; only those able to withstand losses. On the other hand, what's safe today when even the mighty dollar is based on faith and credit? What'll happen if the people around the world lose faith and the credit dries out?
By this time next year things could be completely flipped but we won't know until we get some feedback on the new iPhone and WP8 + Nokia phones.