But the truth of the matter is that Nadella sees growing Windows market share as the way forward. And the easiest way to do that is with moderately priced Windows Phones that can attract new entrants to the Windows platform. Microsoft is third in the United States with just 3.4 percent of the market, according to comScore, although it has fared much better overseas.
At one time, that might have meant a resurgence of low-cost Asha phones. But not now."In the near term, we plan to drive Windows Phone volume by targeting the more affordable smartphone segments, which are the fastest growing segments of the market, with Lumia," Elop wrote.
To Moorhead, Nadella is still "cleaning up the mess Ballmer made" with the Nokia acquisition. And maybe he is. But the Microsoft-Nokia deal is done, and Nadella's bet choice is to drive the Microsoft ecosystem forward as hard as he can.
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