Seeking Alpha

Nokia exec criticizes Microsoft; Baird reports early 1020 sales muted

  • Nokia (NOK) VP Brian Biniak: "To give you a reason to switch, I need to make sure the apps that you care about on your device are not only on our phones, but are better. I also need to provide you unique experiences ... We are trying to evolve the cultural thinking [at Microsoft] to say 'time is of the essence.'"
  • He could be upset Windows Phone's (MSFT) "Blue" update, which brings a better notification center and other oft-requested features, isn't expected until early '14. The GDR3 update, which adds 1080p, 5"-6" display, and quad-core CPU support, is due later this year.
  • Baird's William Power says talks with AT&T store reps indicate early Lumia 1020 sales "were modest at best." Unsurprisingly, the phone's $300 subsidized price and "consumer concern with switching over to a new OS" were named as the biggest roadblocks.
  • The 1020 has mostly received solid reviews (I, II). Its camera is deemed best-in-class; some complaints about the phone's software and form factor exist.
Comments (22)
  • wigit5
    , contributor
    Comments (4119) | Send Message
     
    No surprise here... MSFT needs a massive kick in the butt and it's coming...
    29 Jul 2013, 06:46 PM Reply Like
  • san111
    , contributor
    Comments (10) | Send Message
     
    need to correct some info....1080p support is expected before the "Blue" update which is wp8.1. 1080p along with quad code support is expected in wp8 - GDR3.
    29 Jul 2013, 06:55 PM Reply Like
  • buffett222
    , contributor
    Comments (920) | Send Message
     
    I bought 1020 this weekend at Microsoft store. Competition not even close.

     

    No Instagram, boo hoo.
    29 Jul 2013, 06:58 PM Reply Like
  • alukro
    , contributor
    Comments (76) | Send Message
     
    I read that there are rumors that Instagram will be building an App compatible with WP8. I hope the rumors are true! Can't wait to get a 1020.
    29 Jul 2013, 07:29 PM Reply Like
  • josua
    , contributor
    Comments (42) | Send Message
     
    MSFT's big butt is blocking Nokia...
    29 Jul 2013, 07:00 PM Reply Like
  • mr wonder
    , contributor
    Comments (546) | Send Message
     
    Didn't you know?
    Baird's William Power has a magic crystal ball which already can predict modest sales for the Lumia 1020's based on one and a half day availability in half of AT&T stores.
    29 Jul 2013, 07:15 PM Reply Like
  • mr wonder
    , contributor
    Comments (546) | Send Message
     
    http://zd.net/16ws5jY
    29 Jul 2013, 07:24 PM Reply Like
  • Chancer
    , contributor
    Comments (2891) | Send Message
     
    It is never a good idea to have these arguments between partners in public. It does not only make MSFT look bad.

     

    Somebody at NOK should put a muzzle on this guy.
    29 Jul 2013, 08:51 PM Reply Like
  • Randal James
    , contributor
    Comments (2796) | Send Message
     
    chancer,

     

    He's just frustrated, we all are a bit. In some ways it helps remind people that it's Nokia doing a lot of he heavy lifting and that helps. Here's an interview that speaks better for him:

     

    http://tcrn.ch/12YYzkH
    29 Jul 2013, 09:03 PM Reply Like
  • La Rue
    , contributor
    Comments (756) | Send Message
     
    Right on Randall James. Sooner would be great. Patience !
    29 Jul 2013, 09:21 PM Reply Like
  • Yokyok
    , contributor
    Comments (330) | Send Message
     
    I'd liken Nokia's predicament to trying to win the Kentucky Derby riding a donkey.
    29 Jul 2013, 09:56 PM Reply Like
  • scottw112
    , contributor
    Comments (14) | Send Message
     
    BBRY is blocking nokia.
    29 Jul 2013, 09:59 PM Reply Like
  • HarryPothead
    , contributor
    Comments (259) | Send Message
     
    Ha! Dreams are free...BBRY is DEAD! lol
    30 Jul 2013, 09:48 AM Reply Like
  • Coopmv
    , contributor
    Comments (8) | Send Message
     
    Steve Ballmer needs some hedge fund tough guy to breathe down his neck. Microsoft knows that it must establish itself as the third solid eco-system in mobile computing or it will not have much of a future and yet it does not show any urgency in rolling out the WP software upgrades.
    29 Jul 2013, 11:32 PM Reply Like
  • Shred13
    , contributor
    Comments (46) | Send Message
     
    That is true, Nokia is trying their best in bringing phones out but Windows is still struggling to bring out new updates fast
    30 Jul 2013, 05:24 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1971) | Send Message
     
    This is the relevant quote from the said interview:

     

    He says that by the end of 2013, Windows Phone will be at a point where "people will be hard-pressed to say '[Windows Phone] doesn't have this app' and it makes a material difference. I don't think there will be any [app developers] we don't have commercial agreements with, and so maybe it's not published by the end of the year but it will be published before the end of [March]. "
    30 Jul 2013, 01:17 AM Reply Like
  • Shred13
    , contributor
    Comments (46) | Send Message
     
    WP is a pretty good phone but it really needs the apps, otherwise it won't get too far. And they really need to get developers to develop fast because all their competition has more apps, even BB10 tho its much newer.
    30 Jul 2013, 05:26 AM Reply Like
  • mr wonder
    , contributor
    Comments (546) | Send Message
     
    @ Shred13

     

    I know BB10 has +100.000 apps because they are porting Android apps to the BB10 platform. But I don't know a world where BB10 has more apps than WP, let stand more genuine apps.

     

    Would it be possible to provide some sources?
    30 Jul 2013, 08:32 AM Reply Like
  • Randal James
    , contributor
    Comments (2796) | Send Message
     
    Mr. W.

     

    I asked a friend over at NASA (sadly, just discontinued BBRY) and he said their use in the cosmos was impressive.

     

    This photo:

     

    http://bit.ly/156xUrt

     

    shows our position and to the left and down 1.67 mjk^2 is Amethias Trona. The entire Federation there uses Q760s, which will be developed in 84 years.
    30 Jul 2013, 08:43 AM Reply Like
  • Coopmv
    , contributor
    Comments (8) | Send Message
     
    In my humble opinion, having 500K apps is more a bragging right than anything else. An average smartphone user will not likely to need more than a dozen of apps on the phone. However, it is critically important that Nokia must have all the popular apps iPhone and Galaxy 4S already have. Moreover, the Nokia/Microsoft partnership must fully exploit the advantage of Outlook/Office to make the Lumia phone excel in both work and play, something iOS and Android clearly cannot match. May I also point out it is really the Android phones that have put Nokia in such uneviable position, i.e. fighting for its survival. Because Android is free, it allows the likes of Huawei and ZTE to enter the low-end of the smartphone market. While these low-end smartphones also threaten Apple, they threatens Nokia far more since Apple is already so established. Apple is in a catch 22 situation, if the carriers start to roll back on the subsidies, it is not clear if many people will be willing to pony up a lot more than $299 for its iPhone. If it goes down-market, its profit margin will be slaughtered. I remember the tech bubble well, Cisco was touted as the first trillion dollar market cap company. Alas, it never even came close. Personally, I feel that the glory days of Apple are likely over for good since the high-end smartphone market is quite saturated.
    31 Jul 2013, 12:28 AM Reply Like
  • blueice
    , contributor
    Comments (3432) | Send Message
     
    Mr Softee could care less about the future of Nokia...The firm made a very bad bet when it decided to get into bed with Mircogates.
    10 Aug 2013, 12:14 PM Reply Like
  • Randal James
    , contributor
    Comments (2796) | Send Message
     
    au contraire, as they say in Paris, Texas. MSFT is delighted to have NOK as a Windows phone provider because hardly any one else is selling them successfully. The WP platform is growing worldwide (see recent articles about growth in China and India) and it is all on Nokia's efforts.
    10 Aug 2013, 01:51 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector