Microsoft: The Devices and Consumer Segment Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Microsoft: The Devices and Consumer Segment

MSFT 392.72

+0.4%

2:57 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric L who wrote (134)	7/10/2015 5:49:38 PM
From: zax	Read Replies (1) of 154

Hey Eric, Microsoft Winding Down Windows Phone ... "Winding Down Windows Phone" doesn't seem like appropriate language. Nadella stated, "I am committed to our first-party devices including phones," They certainly are paring back manufacturing and are indicating they no longer wish to be in a position of competing handset for handset against Chinese handset manufacturers in the low end in hundreds of markets. But I believe your language implies something other than what anyone has stated. Patrick Moorhead, principal analyst at Moor Insights & Strategy, thinks Microsoft will continue with phones for now in a bid to build out its hardware/software ecosystem. "Microsoft will have something very similar to where the Surface line is now," he said. "The idea will be to create inspiring hardware that motivates their ecosystem. They'll go after the 'halo' effect." Jack Gold, principal analyst at J. Gold Associates, sees it the same way. "The issue for me was always, if Microsoft owns Nokia, why would others want to make Windows phones? You're basically telling your OEMs, 'Compete directly with us,'" Gold said. Regards, -- Zax

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next