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[商业新闻] 【整理】2013-09-07&09-09 微软总价72亿美元收购诺基亚设备与服务部门

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Does this marriage between Microsoft and Nokia make sense to you?

I don’t really think so, because from Microsoft’s perspective, Nokia is already using Windows. It’s unclear what additional do they get from this deal. I think you know, they are buying the handset operating company. That’s what they are buying. They are not buying the patents. So I don’t really think they are getting much. From Microsoft’s perspective, they want to develop a competitive ecosystem to compete with Android, Google’s Android, and Apple’s IOS. And Nokia was already using Windows, so it’s unclear what additional benefit Microsoft really gets from this.

And they are spending a lot of money, $7 billion for this. So if it doesn’t make sense to you, I wonder if there’s something else that perhaps we don’t know about. I mean you mentioned the patterns. They have access to, for ten years to their patents. I mean is there something in those Nokia patents that they could use that’ll really put them ahead in the smartphone’s race?

Well, it can help them in future potential litigation with Apple, Google or any other player. That’s for sure. But I think the more interesting thing really is Microsoft is making a move to X. They are going the way of Google potentially with Google purchase of Motorola Mobility, and the way of Apple with…the Apple is really the complete X of the model in terms of the hardware and software, and they think that is a benefit -- having both the software and hardware internally. You saw they already made some attempts in hardware before, with the X-box, and Zune and more recently with the Surface.

These were not big successes, so they need to some sort of booster, some sort of help. I want to ask you what impact this will have on the low end of smart phone market? Does it take Nokia out of the game?

That’s an interesting one, because Nokia really have two main platforms. They have Windows for the high end, and have this Asha platform that we are using for the low-end of the market. And so if possible, we don’t know, because we don’t know exactly what the strategy would be Microsoft, but it’s possible they make deemphasizes or even shut down Asha is very possible, and that’s actually good for the rest of the low players, which is Samsung, because Samsung is actually very strong in both the high end and the low end, and the Chinese such as Lenovo, Coolpad, ZTE, Huawei. So I think it could be potentially very beneficial for those players if Microsoft does deemphasize the low-end platform.

Now as a result of this big deal, Stephen Elop who was the CEO of Nokia on Monday stepped down as a CEO. Now he’s going to be the head of devices at Microsoft. We do know that Steve Ballmer is going to be leaving as the CEO of Microsoft. There is some speculation that Stephen Elop might succeed him. Do you think he has the right DNA to lead Microsoft and to create a new vision for Microsoft?

Yeah, it’s not really clear to me. I think obviously that decision is for the board of Microsoft. From my perspective, you know I look at Microsoft and I think they are very good at the enterprise side. And they’ve tried many times on the consumer side and failed. And so I think the movement to use someone like Stephen Elop focused more on devices is probably not a good strategy, so I would bet to default with that.
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