Requirements
-Biggest strength of WM has been Exchange. But that is not a consumer technology (some oddballs like us aside). MS needs good "cloud"-based free/cheap e-mail/contacts/calendaring natively supported by WM. (Stripped-down version of exchange or "Live" integration with Outlook mobile.)
That's already done. Look at My Phone, which is already in Beta. I've been using it on my Omnia for at least two months, and I think it will be part of WM 6.5
-Must have a good media interface. ("Zune integration")
Eh, not so important to me. I think the current Windows Media Player interface is mostly fine. I would much rather see broader codec support. (Why can't I play MPEG, AVI, FLAC or OGG files without a third-party program?)
-Must bundle map software. MS has map data; it needs to create and bundle a basic app that works online and offline with GPS. Now that all phones have GPS this is a must.
For online access, I agree -- and Microsoft already has the Bing mobile client (formerly Live Search). I don't know if it will be bundled with WM 6.5, but I don't see why not.
However, for offline mapping, I disagree. There are two issues -- cost and space.
Cost is probably the biggest because MS would have to license mapping data, and I think mapping companies (TeleAtlas, Navteq) charge more for that than for online data. Don't believe me? Look at the price of stand-alone GPS software.
There's also the space issue. Maps of the U.S. can take 1-2 GB depending on the POI database. That's not so bad if you have internal storage of 4 GB or more, but not all devices have that much.
You might also get into some anti-trust issues with bundling stand-alone GPS software being anti-competitive, although as Microsoft doesn't really have a monopoly in mobile, maybe it's a non-issue.
-Can Microsoft make a device that looks good as both a pda and a handheld gaming device? It makes sense for MS to be in handheld gaming and if it can make something that also does e-mail/web/GPS&maps/media/phone that will generate some excitement. Gamers are an important market.
They're a niche market (albeit a large niche). How many mobile gaming devices really made it big? Nintendo with the GameBoy and DS, sure, but I'm not sure if Sony's PSP is a success. I won't even mention the Nokia NGage, the Gizmondo or the Tapwave Zodiac.
I think casual gaming (card games, simple puzzles, Tetris/Bejeweled, etc.) will be a much better market, and you don't need the horsepower that arcade gaming requires.
Although I'm sure there are people who play Madden or Call of Duty on their WM devices, I have to wonder whether they're really satisfied with the experience. I wouldn't think that small screens, mediocre graphics and sketchy controls would appeal much to hard core gamers.
But let's assume that Microsoft does produce a WBox (Windows Mobile XBox). Are you going to get one? If so, I suspect you'll still need a separate phone (good for Microsoft, not so good for you). Can you imagine trying to make a phone call on a DS or PSP?
-MS should continue to license WM but also produce its own device(s). As a move to create standard products that get noticed and to bring technology to market faster.
I think that's a horrible idea. If MS starts competing with their OEMs, I think that's the day the OEMs move to Android. Who would want to compete against the owner of the OS?
MS should produce
reference designs (maybe using Danger) of devices, but shouldn't market their own.
Even though the market has turned quickly against WM, I expect the next phase will be very important since hardware is going to evolve very quickly over the next year (tegra, snapdragon etc.) and will reward the system that makes the most out of it.
Let's hope so.
Steve