Light Reading

Will Elop Return Without the Crown?

Ray Le Maistre
11/29/2013
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What a year it has been for Stephen Elop. Having engineered the sale of Nokia's handset business to his former employer, he lined up a massive payoff and put himself in strong contention to return to Microsoft as the successor to retiring CEO Steve Ballmer. (See The Nokia/Microsoft Conspiracy Theory.)

However, according to a Bloomberg report that cites sources "familiar with the matter," Ford CEO Alan Mulally and Satya Nadella, currently executive vice president of Microsoft's Cloud and Enterprise group, are the front-runners for the top job at Microsoft. Which means that Elop and Tony Bates, Microsoft's executive vice president of Business Development and Evangelism, are now less likely to get the call.

Whether as the new CEO or not, Elop is set to return to Microsoft as part of the Nokia deal, which was recently approved by the Finnish giant's shareholders. (See Nokia: It's Really Happening.)

I wonder, though, if the Microsoft board has considered its full range of options: After all, Thorsten Heins is also available. (See BlackBerry Gets $1B to Drop Sale Search, CEO Resigns.)

Related posts:

— Ray Le Maistre, Editor-in-Chief, Light Reading

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Kruz
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Kruz,
User Rank: Light Sabre
12/4/2013 | 1:36:35 AM
Re: MS Mobile - No, No, Nokia...
The answer is simple, there is a need for an affordable smaprtphone that is rather complete in terms of functionality. And this is where the Lumia 520 and 620 come in. They do account for all that success. In Europe, WP is breaking the 10% market share mark and this is all due to Nokia(or Lumia 520 and 620).

http://www.gsmarena.com/kantar_worldpanel_wp_breaks_10_market_share_in_europe-news-7298.php

They have yet to secure the high end, something the 1520 could have done if the WP was a bit more mature.
Dan@LightReadingMobile
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Dan@LightReadingMobile,
User Rank: Blogger
11/30/2013 | 10:58:33 PM
Re: MS Mobile - No, No, Nokia...
Ian

 

They have a new Atom roadmap coming. I will get more info and report. Probably week after next...
lanbrown
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lanbrown,
User Rank: Moderator
11/30/2013 | 10:51:12 PM
Re: MS Mobile - No, No, Nokia...
They keep hoping that a smaller manufacturing process will work for them.  It is not like ARM is staying still though, Samsung moves to the next smaller process as well.  As does Qualcomm, Broadcomm, etc.  With ARM designed to be a SoC and low powered something x86 just was never designed for.

 

It is clear that at Intel the finance people run the show.  If I ran it, I would put the Atom on the new process first.  Intel has a huge advantage over AMD but Intel is getting killed on true mobile (phones and tablets) side.  The Atom was still one generation behind and 22nm was released in April 2012.  Intel now has the Z3770 which is 40% faster than a S4 Pro.  Intel claims 2 watts as an SDP whereas the S4 Pro 4 watts for TDP.  The S4 Pro runs at 1.5 - 1.7GHz and it is on 28nm whereas the Atom is 1.46GHz (but can burst to 2.39GHz) and on 22nm.  The S4 Pro is a SoC and has more at 4 watts compared to the Atom at 2 watts.  So what is the true power requirements of the Atom?

 

Will device manufacturers buy into it?  If they go x86 what keeps Intel honest on pricing?  With ARM they can easily move to a different company; no software changes.  Some apps won't work because it is not ARM and then the manufacturers have to port Android to ARM and x86.  Then Intel needs to convince Microsoft to port WP to it and Intel will never convince Apple to port iOS to it.  Will Intel even convince Samsung to sell a Tizen phone powered by Intel?  Samsung has a chip business of their own.  It looks like Apple and Samsung would be a no go and the same for Microsoft/Nokia.  So that leaves LG, Google, HTC and a few other players.
Dan@LightReadingMobile
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Dan@LightReadingMobile,
User Rank: Blogger
11/30/2013 | 10:41:59 PM
Re: Mobile industry exec?
They need to poach the top iPhone and Android design and app talent for mobile. C-Level talent only goes so far if you don't have the cool apps and gadgets to back it up.
Dan@LightReadingMobile
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Dan@LightReadingMobile,
User Rank: Blogger
11/30/2013 | 10:38:45 PM
Re: Mobile industry exec?
Hesse just signed on for another 5 years at Sprint so I don't see him going anywhere.
Dan@LightReadingMobile
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Dan@LightReadingMobile,
User Rank: Blogger
11/30/2013 | 10:10:20 PM
Re: MS Mobile - No, No, Nokia...
Ian

Look for 2014 as the year where Intel tries one last time to break into the mobile market, Can they do it? I'm really not sure but they're gong to try again.
lanbrown
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lanbrown,
User Rank: Moderator
11/30/2013 | 10:06:43 PM
Re: MS Mobile - No, No, Nokia...
That is so true.  Intel used their advanced fabs as a way to be better than the others.  They also have done a great job of keeping others out of x86.  Sure AMD is there but they also have a license.  The other x86 chip companies left and only Via is left.  Mainly because they need to license from Intel and Intel won't license it.  Intel also doesn't want to support anything but their creations.  They stopped their ARM business and sold most of it off.  Now Intel is trying to use their advanced to make x86 lower powered.  Even with their edge ARM is still winning and the advanced fabs will make it to ARM designs.

 

I guess Microsoft and Intel are the dinosaurs in the room.
DOShea
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DOShea,
User Rank: Blogger
11/30/2013 | 10:02:43 PM
Mobile industry exec?
Is there a mobile industry executive anyone would approve of for the top job at Microsoft in order to reverse its mobile curse? Dan Hesse? (just to throw a name out there...)
Dan@LightReadingMobile
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Dan@LightReadingMobile,
User Rank: Blogger
11/30/2013 | 9:55:46 PM
Re: MS Mobile - No, No, Nokia...
Yes, its an incredibly fluid situation with some of the same stuff we're about Microsoft also applying to that other desktop behemoth, Intel.
lanbrown
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lanbrown,
User Rank: Moderator
11/30/2013 | 9:51:57 PM
Re: MS Mobile - No, No, Nokia...
It is Microsofts market to lose.  Microsoft used their OS as a way to dominate the office suite market.  With mobile devices selling more and more and Microsoft have almost nothing market share wise, the could lose the office suite market.  Mobile devices could dictate what is used on the desktop in the future.

 

I don't think using the office suite to keep the desktop OS and gain a majority share on the mobile OS side is going to work for them.  So far it has not helped the Surface Pro.  Microsoft is taking a huge risk.
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