Don't confuse analysis with strategy
I read with interest Stephen Elop's famous speech. I agreed with his observations regarding competitors and his 'burning deck' story was a good way to motivate the troops. However, I am worried by his strategy.
I am a happy Nokia customer, having bought a variety of their phones over the years. I am also an unhappy Microsoft customer, having been given a variety of Windows Mobile phones by employers. I am unhappy because of errors and inconsistencies in their user interface design.
Nokia's products may seem old-fashioned but they are reasonably intuitive. Recently my 13 year old son asked if he could downgrade from a smartphone I had given him to a simpler Nokia, which he found easier to use.
Consequently, when I come to replace his phone one of my requirements is that the replacement must NOT be compatible with Windows Mobile. Similarly for my wife's phone - also a Nokia.
If Mr Elop's strategy is to adopt Windows Mobile then he loses me as a customer. Choosing to annoy existing satisfied customers does not strike me as a good strategy.