Re: Tremendous opportunity here for MSFT
I agree that MS do seem to be making much better decisions under Nadella. However, whilst I know a few people with Windows phones and they all seem to like using them, I suspect the business case for MS to continue developing the platform is.... difficult!
Given the market share of both Android and iOS, MS absolutely must have convincing Office apps running on them in order to ensure the Office revenue stream continues. All OS revenues however are likely to get a lot thinner - I doubt they've ever really made any money on WinPho, and the days of being able to charge much for a desktop OS appear to be ending.
So unless they can dramatically increase the market share for WinPho, it seems to me that it's simply a massive cost for MSFT. Obviously, in the past, under Ballmer, they'd have simply thrown money at it for years on end (like they haven't already) until eventually, at version 3+, it's not too crap (..and to be fair...!) and all the competition has been killed off (ah... this!) and then they'd have a winner.
Does anyone else think there's a good _business_ case for keeping WinPho?
Or looking at it another way, imagine you're a share holder, Nadella's saying WinPho is costing X per-annum to develop/maintain, developing apps (Skype/Office) for WinPho costs Y per-annum, and you will *never* actually make any money off it directly... then what are you left with? Just a bit of leverage over a very small percentage of the market?
On the other hand, I guess if Nadella _did_ announce WinPho was to be discontinued, then that might upset a lot of partners/customers who have bought into it.