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Thursday, March 10, 2011

Microsoft deal may not work out, admits Nokia

Mark Bridge writes:

In recent weeks there’s been a lot of talk about the partnership between Nokia and Microsoft. But taking a look at today’s Form 20-F - the annual report that Nokia is filing with the US Securities and Exchange Commission - provides a valuable reminder that nothing’s set in stone.

“Our proposed partnership with Microsoft may not succeed in creating a competitive smartphone platform for high quality differentiated winning smartphones or in creating new sources of revenue for us”, it warns in bold print.

Risk factors include “definitive agreements with Microsoft for the proposed partnership may not be entered into in a timely manner, or at all, or on terms beneficial to us” along with fears about the “largely unproven” nature of the Windows Phone platform and damage to Nokia’s brand identity.

There are plenty of other risks noted, from employee loyalty to Microsoft’s management of consumer data.

Of course, these cautionary notes are legal requirements to prevent shareholders from taking action if anything doesn’t work out as expected… but they’re also a useful reminder that the fine print of the deal hasn’t been agreed yet.

[Form 20-F 2010 (pdf)]

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The Fonecast

3/11/2011 5:00 PM

Reuters has pointed out that Nokia CEO Stephen Elop will pick up around £5 million to cover his move from Microsoft. The details are all in form 20-F; the figure includes compensation for lost income, reimbursement for fees paid to Microsoft and legal expenses.

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Opinion Articles

Admit your mobile phone mistakes... and pay for them

Mark Bridge writes:

“Take some responsibility for your own actions”. There’s probably not a parent in the world who hasn’t said or thought something similar. But that’s not the message coming from regulators in the USA.

We’ve laughed in the past about coffee cups from the United States that warn about the coffee they contain. Now there seems to be a similar movement against mobile phones that connect to the internet.

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Apple's HTC patent suit could be another reason for someone to buy Palm

This is a guest post from BusinessInsider.com written by Gregor Schauer, who has worked in tech in Silicon Valley since 2000. Gregor has also recently spent two years in equity research at JMP Securities and Jefferies, covering the internet sector and enterprise software.

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Mobile business applications: the next frontier

Anthony Keyworth, Orange UK’s Director of Product Marketing, has been gazing into his crystal ball to predict which business-focussed mobile applications could change the ways we work in the next five years.

His top four future developments, published under the heading “The next frontier for mobile business applications”, are:

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It’s all been done before

Mark Bridge writes:

No-one really likes an anticlimax. That was my biggest complaint about the launch of Microsoft’s Windows Phone 7. Plenty of potential, a nice new interface – but nothing much that wasn’t being done elsewhere.

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The Day the Multi-Touch Died?

Mark Bridge writes:

It’s not just me, is it?  The mobile industry really has gone a bit litigation crazy.

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