Seeking Alpha

Microsoft (MSFT) continues a big week by introducing Windows Phone 8 (Apollo) at a developer's...

Microsoft (MSFT) continues a big week by introducing Windows Phone 8 (Apollo) at a developer's conference. WP8 will support multi-core processors, removable memory cards, new screen resolutions, and other hardware improvements. On the software side, changes include Skype integration, Nokia (NOK) mapping software, new enterprise features, NFC-based mobile payments, and the ability to customize live tiles. WP8 won't run on existing WP7 devices. (live blog) (previous)
From other sites
Comments (10)
  • Ranma
    , contributor
    Comments (2072) | Send Message
     
    Wow it looks good. It just reminded me that Apple really hasn't updated the basic UI for about 5 years now.
    20 Jun 2012, 01:23 PM Reply Like
  • Herr Hansa
    , contributor
    Comments (3085) | Send Message
     
    Impressive. Now the hardware vendors need to get it right in packaging this. Still no launch date.
    20 Jun 2012, 01:54 PM Reply Like
  • jjmc2001
    , contributor
    Comments (1334) | Send Message
     
    Lots of talk at the end about supporting the current WP7.5 phones with 7.8 but look for current WP phone sales to plummet. Who would buy now? Makes for another couple of bad quarters for NOK. MSFT is using NOK maps more extensively in the new platform so the partnership will continue.
    20 Jun 2012, 02:27 PM Reply Like
  • kmi
    , contributor
    Comments (4527) | Send Message
     
    The most interesting news is new kernal promoting integration between the desktop and mobile OS.

     

    That's a big deal, and shows MSFT knows which way the wind is blowing.

     

    If it can set up the mobile product to update as efficiently as the desktop, updates and fragmentation will cease being an issue.
    20 Jun 2012, 02:38 PM Reply Like
  • ictia
    , contributor
    Comments (131) | Send Message
     
    good point. this is going to impact sales of the popular lumia 900. but ... it will "also" impact android and ios sales because customers will not upgrade to those and instead "wait" for this :) anyway, as you said, a few bad qtrs -- for the high-end handset sales -- until wp8 hits the street. as i mentioned in another post, the low-end market still makes up 60% or so of handset sales. this announcement really does not impact these type of customers as their feature requirements are minimal -- phone, text, email, social. nok will continue to service this market and will come out blasting on the high-end side again this holiday season. this is definitely the os that the rest of the world has been waiting for.
    20 Jun 2012, 03:01 PM Reply Like
  • techy46
    , contributor
    Comments (8364) | Send Message
     
    Everything that had already been predicted and more. WP8 is now W8 core with phone features. Current WP7.5 users go to WP7.8 with new active tiles start and then wait for high spec phone to go to WP8. No big deal we'll already have gotten 12 months of use on a free Lumia 900 phone. Most buyers of lower end Lumia phones don't know what an OS is.

     

    Microsoft's using Nokia Maps which means Microsoft is 105% behind Nokia. Can't wait to see Nokia's new WP8 phones with NFC sync'ng to Microsoft's Surface tablets.
    20 Jun 2012, 02:35 PM Reply Like
  • Charles Santerre
    , contributor
    Comments (1242) | Send Message
     
    I hope wp7.8 has some smashing features, because my 2 month old lumia 800 is already obsolete. If I hadn't so many NOK shares and hopes that they will turn around, I would kiss the company goodbye and say burn, you get what you deserve. The backlash when this is known publicly will not be pretty for a company that is trying to turn itself around. Somebody deserves a big kick in the seat of the pants and I am not sure it isn't me for buying into the BS.
    20 Jun 2012, 03:32 PM Reply Like
  • jjmc2001
    , contributor
    Comments (1334) | Send Message
     
    I am long NOK and have two iphones on our plan. My old 3g iphone has almost become a paperweight due to the planned obsolescence of both OS and APPS. Obviously AAPL expects me to upgrade. I am scrapping both of them and going to all WP8 and adding a third along with a Surface or two. I have to use Windows for several work applications and I want everything on the same platform. Time for an upgrade company wide.
    20 Jun 2012, 04:18 PM Reply Like
  • ictia
    , contributor
    Comments (131) | Send Message
     
    this is not as bad as people are making it out to be. think about it ... what is missing from your lumia that wp8-only features will make better ? it can't be anything hardware related since you don't have the hardware support. this leaves software changes -- "windows" software changes, and this is what will be coming with wp 7.8. yes, future apps that utilize hardware related features and acceleration will require you to get a phone with the proper hardware support IF you want those apps/features. i think it's safe to say that by the time nfc and the other bits become "mainstream", you'll be right on time for an upgrade. 7.8 will ensure you're not left out until you're ready to upgrade - from nokia's site (i highlighted part with asterisks):

     

    All Lumia smartphones will be getting an update to give you some of the features of Windows Phone 8, including the new Start screen, *** as well as a pattern of ongoing updates going forward.***

     

    but as i said already, i think this "will" impact current sales on the high-end as people will now wait for the new phones this holiday season.
    20 Jun 2012, 04:52 PM Reply Like
  • kmi
    , contributor
    Comments (4527) | Send Message
     
    Yeah it's almost as bad as Apple's iPhone debut. A crappy product followed by a price cut followed by a rebate followed by a vastly improved product in months...
    20 Jun 2012, 08:50 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Hub
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs