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发表于 2010-9-18 02:03 PM
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Alex:
do you work for Nokia? Yes, ideally, you do not want to count on others if you are really capable, i.e., you want to master the entire chain of ecosystem, from chip-->device-->carrier. Unfortunately, so far, apple is the only unique company which can get close to that position and that's why it's so profitable (they HAVE to keep on top-of-edge innovation for keeping such position though). Even almighty Google is not able to do so.
Smart phone is going to enjoy the booming growth by 2015 (at least), it's going to be a huge market. Nokia was leading in this area, unfortunately, due to the poor decision of its previous CEO, such as multiple vendors (for chip provider), full control of Symbian, sticking to keypad solution, etc. It is losing big time. Yes, it still has largest market share, mainly because of European and China market. But it is becoming more and more difficult for them to keep sticking factors due to various competition from both low end side and high end side. They have been arrogant and think they are the real player who know how to play the game, now reality tells it is wrong. In this market, the degradation speed of the business could be a big surprise..
By going ally with Intel, both of them might think of repeating the WINTEL again in mobile world. I highly doubt that is even possible. From Nokia perspective, to keep both Symbian line and Meego line alive is simply not going to work. You can make devices with different OSes and that's perfectly OK, but it does not make sense to keep the ownership of 2 DIFFERENT OSes as your core strategy. Just think about like this
does MSFT develop other OSes as their key strategy?
does TI/Qualcomm/BRCM develop processor architecture other than ARM and claim it as their winning factor?
does Verizon/ATT offer both CDMA and GSM as their core network? |
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