Nokia is a totally different case, so doesn't invalidate his theory.

Nokia sells to consumers, so there wasn't the problem (as his theory suggests) of corporate clients not wanting to have business with MS.

Not saying that his theory is correct, just that it's different case to Nokia.

Nokia was also definitely pre-Nadella. The Xamarin theory supports Nadella's whole "cloud and mobile services" schtick.

AFAIK, Nokia didn't want to be affiliated with MS...not the other way around.