Interesting take by Gutone
Microsoft's strategy is simple: given the global PC market size, Windows 8 will adapt most people to a new tiled interface as all new PCs sold next year will be pre-installed with Windows 8 (89 million new personal computers were sold in the first quarter of this year). It almost guarantees that a large share of the population will be used to the new Windows very soon. That is huge for mobile Windows 8 -- no learning curve for a new mobile OS. It will be quite easy and even natural for people to use the same familiar interface when they buy cellphones. In doing this, Microsoft took some risk by changing Windows 8's interface dramatically. It's perhaps a worthwhile risk: when one looks at Windows 8, it almost feels like Microsoft specifically changed Windows' interface into a design that is also easy to use on a cellphone or a tablet. The old Windows mobile (pre Windows 7) obviously was very awkward to use on a mobile device.
So, Lumia 900 is just a pre-game show. The real curtain has not even opened yet. Following the introduction of Windows 8 in late 2012, 2013 will be huge for Windows 8 mobile. Based on the history of Android, Windows should be able to pick up double-digit market share by the end of this year and likely have at least 15-20% market share by the end of 2013.
Mobile Platform War: Why Microsoft Is Likely A Winner, Again - Seeking Alpha
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