Who would provide Mobile Services for The Enterprise?

B.Y.O.D. is now an important part of an urban lifestyle description. Thanks to powerful mobile devices, online shopping (aka eCommerce) caught its second wind (look at Australia for example). Brick and mortal retail stores are getting obsolete, warehouses nearby large cities became hot properties. Rumors say that small businesses in Europe are happy to pay 2-5K Euros to teen developers for opening their own internet shops. Online payment services flourish. Clearly mobile networks are getting busier than ever (no refs to telcos income numbers). But what happens in the Enterprise?

Well, apparently biggest consumers of IT services, banks and telcos (no idea about military and aeronautics), don't have an access to their systems from mobile devices standardized yet. Yes, there are BlackBerries, iPhones and Androids with their connections to corporate Outlook Exchange servers, something that existed for quite awhile with no major upgrades. Now it looks even a bit ugly when people keep in their pockets two phones - one corporate BlackBerry and a personal 'iDroid'. How long is it going to stay this way? What do enterprise people need?

The Enterprise needs its own 'eCommerce' - synchronized data (mails, documents, etc - you name it), visual monitoring of various kinds that would help to replace every day email tsunamis, highly secure access to core functional services for those who are on-the-go or on-the-meeting. They need James Bond kind of things demonstrated in latest movies with Daniel Craig. The question is - who could deliver such services?

There are three major players in this space - Apple, Google and Microsoft. I'm not sure what's happening in China and Japan, they might have their own ones. There is also Samsung but I don't think that it could be listed here. Samsung is a good hardware producer but without its own OS and integration software it cannot compete with three from above.

To make a long story short, I would not go through what Apple and Google already have and what they may offer for this in near future. I think that Microsoft has all the chances to be a favorite again. Why? Because:

1. The Enterprise uses Windows desktops and it will continue to do that.

2. Windows Server is slowly becoming a standard platform for back-end processing. Yes, Microsoft dropped the ball at the server-side space and couldn't pick it up for a decade or so. That's probably why Linux became so popular. But Microsoft learnt its lesson - look at Windows Server 2012, check what and how it does. It is not that bad at all. I worked with Linux since late 90s and last two years spent using both Linux and Windows Servers, I don't really see any advantages of using one over the other except for the license cost and security.

3. Microsoft has its own mobile touch screen. Yes, iPad looks great, I completely agree with that, I love Apple devices and use them everywhere except my work. As the matter of fact, Apple taught people to use touch screens, all generations apparently. Now Microsoft made similar device but practically better - it comes with a keyboard. It doesn't look that sexy yet, just give it a time.

4. Microsoft has its own mobile OS. Well, it's comparatively new and hasn't become popular yet. But people will get used to it. The Enterprise will do its thinking and allocate the budget...

5. Microsoft has its own Cloud.

6. And it has Windows Intune to manage all listed above.

It seems that Microsoft has a complete technology stack to make 'James Bond' real in a company even if its employees travel 100% of their time. And the number of employees doesn't really matter.

I wonder if it's time to buy Nokia shares, their price is amazingly low at the moment... Is anyone up for a Jim Rogers kind of investment?