One of my favorite publications, Slate, published an all-too-common example of blindly following the consensus:
The Lumia 900 smartphone that launched yesterday has the backstory of a summer blockbuster: Two aging veterans of the tech industry, Microsoft and Nokia, team up for one last caper ... Nokia's Lumia 900 is supposed to lead Windows into the mobile promised land and upend the rapidly emerging Apple/Google duopoly.That's an incredibly thin, short-sighted and uninformed analysis of the situation. The author followed that up by speaking of logistical blunders surrounding the launch of Nokia's ( NOK) new phone on Easter Sunday. (That sort of thing has never happened to anybody else? Think Apple and China). He concluded by arguing that " Microsoft ( MSFT) can't subsidize hardware manufacturers to make Windows Phone products because Microsoft's whole business is selling operating systems to hardware makers." 10 Stocks That Could Rise in Market Decline >> Fair point. Google's ( GOOG) Android is open and free. Surely, Microsoft executives never considered the conundrum the Slate scribe presents. I have. And it leads me to one of two solutions (or a mix of both):
- Give the mobile OS away for free.
- Subsidize smartphone/tablet inclusion of Windows 8 by wheeling and dealing in other areas.