Microsoft Corporation (MSFT), Nokia Corporation (ADR) (NOK): This Should Have Fans Jumping for Joy, Right?

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The battle lines have been drawn, and for mobile OS developers, that means the immediate objective is a fight for third place. Unseating Android and iOS will have to wait. Right now, Research In Motion Ltd (NASDAQ:BBRY)’s holding onto that position. With its new BB10 slowly but surely rolling out across various markets, it should be able to stop the bleeding of its global OS and smartphone market share. Still, declines in market share in the U.K., traditionally a BlackBerry hot spot and one of the first markets to get BB10, puts a damper on things for the company. If Microsoft Corporation (NASDAQ:MSFT)’s Windows 8 does surpass Research In Motion Ltd (NASDAQ:BBRY), Nokia will be leading the charge.

The investment opportunity
Nokia’s 16% share-price drop year to date should be music to value investors’ ears. Why? Nokia Corporation (ADR) (NYSE:NOK)’s shares have declined even after a strong, profitable quarter; its partnership with the largest wireless carrier in the world, China Mobile, could be an enormous boost to already solid Lumia sales; and its Nokia Siemens arrangement is paying off big time.

It would be easy to discount Nokia’s dominance in the Windows phone OS sweepstakes, given Microsoft Corporation (NASDAQ:MSFT)’s small (but growing) market share relative to Android and iOS. But that would be a mistake. Lumia’s sales growth and Nokia Corporation (ADR) (NYSE:NOK)’s ownership of 80% of the Windows Phone market are big steps in the right direction and shouldn’t be discounted. Value investors in particular should take a good, long look at Nokia right now.

The article This Should Have Nokia Fans Jumping for Joy — Right? originally appeared on Fool.com and is written by Tim Brugger.

Fool contributor Tim Brugger has no position in any stocks mentioned. The Motley Fool recommends Apple and Google and owns shares of Apple, China Mobile, Google, and Microsoft.

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