Nokia (NYSE:NOK) has entered into a contract with Microsoft (NASDAQ:MSFT) to provide the Windows Phone OS for its Lumia phones, but in this video, Motley Fool tech and telecom analyst Andrew Tonner discusses why Microsoft may also be a potential threat to Nokia a short way down the road. He tells investors about the possibility that Microsoft is working on its own phone, the Surface Phone, which could eat into Lumia sales. Andrew tells us what this could mean for Nokia, and what it tells us about Microsoft's drive to have the Windows Phone OS succeed.

Andrew Tonner has no position in any stocks mentioned. The Motley Fool owns shares of Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.