Glu's De Masi on why he's longterm positive on Amazon and more bullish on Nokia than RIM

Having caught up with Glu Mobile's CEO Niccolo De Masi to talk about the company's financials figures, we also covered a couple of areas more speculative in tone. For that reason, I decided to break them out into a separate article.

An early supporter of Amazon's Appstore for Android, Glu hasn't yet seen significant business from the US-only store. De Niccolo remains hopeful though.

"It's early days. It needs its own billing system and more maturity around the installation of the store," he says.

"But I'm positive on Amazon in the long run. I think it has a great opportunity to put the store on Kindles and Amazon's own tablets. Anyone with billing and a brand, like Amazon or PayPal and eBay, can have an app store."

The also runners

When it comes to phone manufacturers however, their app stores are reliant on there being millions of connected phones.

"Window Phone can be a great gaming platform, so it's a case of getting the devices out," De Niccolo explains. 

"Nokia sells hundreds of millions of phones at year so I'm more bullish about it shipping a lot of Windows phones than I am about RIM solving a myriad of problems ranging from operating systems, to device power plus you name it..."

He think both companies have lost their pre-eminent position in the market though.

"Ultimately I think RIM and Nokia will be tier 2 companies. They will be around, but the real question will be will iOS and Android have 60, 70 or 80 percent of the market," he says.