Makes perfect sense. I can’t wait for Elop’s version of the “Developers, developers, developers!” spiel.
Also of note, their networking division has subsumed the Siemens bits and gone lean and mean - so this is altogether good business for them.
Carriers, though, will be less than enthusiastic, given that many have shied away from Nokia ever since they built up the services side, and are wary of paying any sort of “Microsoft tax” across their customer bases.
Whomever succeeds Ballmer (and yes, Elop might be the one) will have to wine and dine them pretty thoroughly to get them to put more than a couple of token handsets on their portfolios, but I think it can be done.