Not to mention the whole basis of his argument is wrong. He suggests that there isn't enough revenue available at $15.00/license. Of course he seems to forget that if successful there will be much more revenue available via market commissions and mobile Bing advertisements. He seems to understand that this could be a viable business model for Google, but for some reason forgets those potential revenue ops for Microsoft.
When you consider that both Nokia and Microsoft's blind spots are in delivering the "total package" software/hardware, it seems improbable that combining the companies would actually solve that problem. It's not that one is focused on hardware and the other software, but rather, that neither seems to understand that it's a combination of the two that delivers a great experience and wins customers.
Considering the EU's hate of all Microsoft business initiatives to begin with, could you imagine what would happen if Microsoft tried to acquire Nokia? I imagine it would be held up in regulatory hell for years and years.