Marry Microsoft, analyst tells Nokia
Adopt brace position, we reckon ...
In what looks suspiciously like part of a carefully-planned PR campaign, an investment analyst who follows Nokia has written to Microsoft and Nokia urging them to form a partnership.
The memo, from Berenberg Bank's Adnaan Ahmad, recommends Nokia sign an exclusive partnership with Microsoft for Windows Phone 7, and was obtained by the FT.
Nokia boss Stephen Elop devoted much of last week's earning call on the merits of joining an "ecosystem".
"In addition to great device experiences, we must build, capitalize and/or join a competitive ecosystem," said Elop, with the word "join" causing alarm within Nokia but delight on the markets.
Ahmad echoes the musings – calling for Nokia to drop Meego and become Microsoft's exclusive WP7 hardware partner. The Berenberg analyst calls an Android "a no-go for now" because of Samsung's scale, reach, and supply side advantages – and wants head count reduced by "7 or 8 per cent".
(We called Ahmad for comment; for some reason, he hasn't returned our call. Maybe he's out shopping).
Microsoft was Elop's previous employer, of course. Leaving aside the exclusive Microsoft partnership, which has its merits but risks looking like a "Coalition of the Losers", the rest of it isn't bad advice.
We have some more however – and this advice is much simpler to follow, and less painful than embracing an external platform supplier or large scale redundancies.
The first is to avoid biological metaphors: "digital nervous system", "ecosystem" – and stick to ones people can understand – such as markets and alliances.
And the second is even easier. Parse these 15 fragments from Elop's call and see if you can makes sense of them.
"Elop should be told in no uncertain terms to NEVER talk to the press or the public. He cannot make a simple declarative statement," one disappointed commenter noted last week. "Could you even imagine Steve Jobs engaging in this kind of jibberish?" pondered another.
So speak Plain English. At a vast bureaucratic organisation like Nokia, clarity of purpose must really start at the top. ®
So what we're saying
"Elop should be told in no uncertain terms to NEVER talk to the press or the public. He cannot make a simple declarative statement," one disappointed commenter noted last week. "Could you even imagine Steve Jobs engaging in this kind of jibberish?"
So what we're saying is that Nokia has hired a man who is, technically speaking, full of shit? I also have some advice for Nokia:
- Make the process of developing, buying and installing apps nice and easy
- Make some compelling apps of your own that compel owners of fancy new phones like N8 to get into the whole "app mindset" and fuel growth in that area
- Make Symbian consistent from here on (no more struggling to find settings from one phone to the next)
- Make your mail, contacts and calendar apps the best there is, both in terms of usability and interoperability
- Generally stop fucking about while Google, RIM and Apple slowly make you irrelevant.
I suspect many heads must be surgically removed from many arses before any of this happens.
Whoever that Berenberg is, is a moron... WP7 is a very weak platform.
Talk about going from bad to worse, atleast with Symbian and MeeGo Nokia has some identity.
WP7 has nothing to offer, it'll be a HUGE mistake if they go with WP7.
If they want to go with something, go with Android.
Yes, we all know that Nokia needs an OS to match it's awesome hardware but Ahmad seems to be missing the point: Nokia needs a _good_ OS.