Microsoft (MSFT) is pushing hard to show that it can be a viable competitor in the business of providing operating systems for smartphones. It has done a deal with handset giant LG which will put the new Microsoft mobile OS on many of the Korean company’s smartphones.
But, Redmond may be getting to the game too late.
Mobile operating systems have been dominated for years by Symbian, whose customers include Nokia (NOK), the world’s largest handset company. Apple (AAPL) is taking significant share in with its iPhone, which is now available in every major market. Google (GOOG) is pushing its Android software and has the cashflow and balance sheet to support its initiative for years.
Even small companies like Palm (PALM) are trying to break into the mobile software business.
Microsoft has a problem. Its legacy business of providing Windows for PCs and business software for enterprises faces slowing PC sales, Apple’s own computer operating systems, and companies such as Oracle (ORCL) and SAP (SAP) which are taking part of Redmond’s revenue at large companies.
Mobile has to work for Microsoft, but almost all of the seats on the bus are already taken.
Douglas A. McIntyre