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Google buying Motorola - now will MS buy Nokia?
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NOMOS
2011-08-17 , 14:41
Posts: 92 | Thanked: 134 times | Joined on Apr 2010 @ Europe
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Interesting take by Horace Dediu:
http://blogs.hbr.org/cs/2011/08/goog...takes_dro.html
"But a single point of focus is incorrect and misses a bigger point: The MMI purchase is the result of Google's miscalculations about the way value is captured in mobile computing. These strategic missteps placed Google in a position of weakness and forced it into a costly and desperate move."
I agree with Horace on this. This, together with a price of close to $ 40 (Cap plus 65% as with MMI sale to Google) Billion makes it highly unlikely MS will buy Nokia. What would they gain? It would be a defensive move if someone else wants to buy Nokia, but then who would? MS is in a position of weakness because of current limited market share, not because their business model is flawed, so buying Nokia solves exactly nothing for them.
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