I think Nokia will spin off NSN this year and then it will become a hand held device company. MSFT will then buy Nokia. This is a history created by Motorola. Nokia will do very well just like Motorola.
i think we will see some variation of the mobility deal. remember motorola went 'droid' 3 years before goog acquired mobility, right where we are, time wise with WP.
a few more solid products & NOK will pop on valuation, so something will happen before 3Q results
remember also, goog's first offer was only $9B & went to 12.5B
we may see a pop to grab shares before we see 'final' deal