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Technology Stocks : Windows Phone

MSFT 506.99

-1.5%

Nov 5 3:59 PM EST

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To: sylvester80 who wrote (922)	4/9/2013 11:55:53 AM
From: Eric L	Read Replies (1) of 1099

Windows Phone Worldwide branded OEMs (past and present) ... Syl, << I'd like to know what the 18% other is. >> Then just look at the third slide Zax presented (Windows Phone Manufacturers Worldwide) for 16% -- there may be some rounding involved slide to slide to account for the missing 2%. Some quantity of each of those OEMs devices are in use still in use worldwide. << I have yet to see a single Samsung or any other WP phone. And I consider that very good news for Nokia especially if WP market share continues to rise. >> I guess you haven't been looking too long or too wide. <ggg> The 1st 2 Windows Phone devices (one from Samsung t'other from HTC) in the US hit shelves on AT&T Mobility & T-Mobile USA on November 8, 2010. Several additional Samsung models and more models from HTC followed in early 2011 but so did several LG models and Dell's Venue Pro which many felt was the best of the bunch. Those 4 OEMs carried the load in 2011 but none put much effort into it. A Nokia Windows device here in the US did not hit until January 2012 (the T-Mo Lumia 710). ZTE's OS 7.5 Render was available late in 2012 on US Cellular. Today only Nokia, HTC, and Samsung have Windows Phone 8 models on US network operators shelves. You can find the Win 8 Samsung ATIV Odyssey at Verizon Wireless. On the worldwide stage Huawei is now offering a WP 8 phone. ZTE and others will likely follow. Good for Nokia? Nice to be the dominant fish, even in a very small pond but it really isn't good for Nokia to be so dominant here and abroad. Windows Phone CY 2012 sell-in was ~2.5% of global OS platform share last year and ~3% in Q4. Without Nokia Microsoft smartphones would not even be in play today. Windows Phone will grow share on Nokia's back but to grow share substantially Microsoft needs more licensed OEMs producing Windows Phone 8 devices, and they need some of those OEMs to be considerably more focused on Windows Phone than all but Nokia (even HTC) is today. Microsoft in turn needs additional and more complete reference designs to assist those new licensees. Cheers, - Eric -

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