Indeed, this is why Microsoft and its giant wallet might be better
served by buying one of the big and more established telecom
companies, such as Research in Motion, Palm or even — as another
Microsoft exec said to me, “Why not?” — Nokia.
Nokia has a market cap of close to $50 billion, with RIM at close
to $38 billion. And Palm? A paltry $1.74 billion. Microsoft’s
current valuation is $246 billion, and the company has $40 billion
in cash and marketable securities on hand. […] And, in fact, many
sources at Microsoft have told me that CEO Steve Ballmer has
expressed interest in buying RIM many times (while also dismissing
any interest in Palm).
RIM seems like a natural fit, in terms of its customer base and the whole look and feel of BlackBerry software. Palm would be the bolder play.