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Technology Stocks : Microsoft: The Devices and Consumer Segment
MSFT 443.33+1.4%3:31 PM EDT

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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.


-- Zax
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