You're not taking into account seasonality (I would expect Q4 figures to be higher than the following Q1 because of Xmas) and the likely impact of the closing of the Symbian Foundation in the middle of Q4, carriers and retailers already smelling something is in the air. I don't know what NOKIA's lead time is to carriers/retailers but it wouldn't surprise me if this was actually the initial trigger for orders drying up rather than the memo. If you're not in business you might be surprised how closely companies monitor the activities of their major suppliers.

You are extrapolating the growth in Q4 over the first month of Q1 so that you can say we couldn't possibly have seen such a rate of decline in month 2 and month 3 but I wouldn't see that as a likely scenario anyway, I would not expect to see a straight line of growth from Q4 carrying on through January. I would only expect January to outperform December if Xmas didn't go so well and there was a lot of excess inventory to be disposed of at a discount (many retailers only make a profit in the four weeks before Xmas).

It's ironic you accuse TA of biased analysis whilst relying on a speculative assumption to try and prove your own point.

I don't know if uninterrupted straight line growth is what TA would have expected to see, you seem much more interested in his opinions than I am. I think you'll find I didn't quote opinions or forecasts from his blog, just the facts. Any opinions I express will be my own.



But bigger than Android's which has now become the primary platform and much bigger than Windows Phone's which is what replaced it. Comparing Ovi to Apple's app store is a red herring, NOKIA did not adopt iOS.

Why haven't you directly addressed the issue of NOKIA exclusively adopting Windows Phone?



Unless we know how many they had to sell it means very little.