If I'm right, it's inevitable now that Microsoft will acquire Nokia.
I think he is right. It doesn't really make sense for Microsoft to target the tablet space with its own, tightly controlled product line and ignore the cell phone market. The two markets clearly feed off each other and, assuming the Surface does well, it will do well in stark contrast to the dismal sales record of Windows Phone 7. While the Zune fiasco shows that Microsoft can fail with hardware, the Xbox 360 is a good argument that Microsoft can also do quite well with its own hardware. Acquiring a company that is acting idiotically, but yet also brings major cell phone design talent with it, would be a good choice if Microsoft wants to make a massive first party splash into the mobile world.