I’ll be one of the first folks to admit that either one of these companies by themselves is really no concern to Google or Apple, they just don’t have what it takes. The combination of the two however is a completely different story. The partnership of Microsoft and Nokia basically allows each company to really focus on its core competency, hardware manufacturing for Nokia and software development for Microsoft. I am going to say something that I never thought I would say, but I could actually seeing Windows Phone 7 and its successors to possibly overtake at the very least Android someday. Now hold on, I haven’t bumped my head or been napping under a rock, just follow me for a second.
The MS/Nokia partnership will essentially allow them to function more like RIM and Apple do, controlling both the hardware and software. Apple has proven that beyond a shadow of a doubt that ultimately this is the way to go, the integration can’t get any tighter than that. Now the two companies who most people were ready to write off in the mobile phone space are positioned to be a force to be reckoned with. The advantage that they have over Google is that Google still only makes the OS and they continue to let the hardware manufacturers and carriers basterdize and fragment what would be an otherwise near flawless mobile OS. Not to mention that I think Google is getting way off track with all this Android 3.0 for tablets crap, I mean don’t get me wrong I think tablets will continue to be a market that sees tremendous growth, but the number of tablet owners will never get anywhere near the number of mobile phone owners.
So when you really think about it, this is actually the perfect storm for Microsoft and Nokia. The biggest thing is that there is almost zero pressure on them because nobody thinks that they can actually come out with anything that can stem the tide of Android and iPhone proliferation. That leaves them able to work on really taking some strategic risk and possibly delivering a game changing product(s) somewhere down the road. I saw all this to say, don’t sleep on Microsoft and Nokia this time, something tells me they are going to surprise us.