Let us look at them..
The American market is big, but no longer that big
And it is getting less relevant almost on a daily basis...China is already the biggest smartphone market and brands like Meizu and Lenovo, who dont sell much, if any, in the US are raking in big dollars selling feature laden smart phones that rival the Iphone ...for a substantial discount. Guess what operating system they run on? Android. To a lesser extent, South East Asia, India and other large markets are also huge markets for smart phones and growing at rates a mature market like USA can never match.
The lawsuit only affects phones already obsolete or nearly so
Samsung's own flag ship S3 as well as newer versions are not affected. At least not by this lawsuit. And Samsung may have been stupid in the past, but they surely would have learnt a lesson, however wrong the lesson is from a moral or legal standpoint.
So all this talk of huge gains for Nokia and Microsoft are complete nonsense. No one is going to visit a phone shop, find no Samsung models and hence end up buying Nokia.
Google is least bothered - just read their press release.
Android is bigger than smart phones and it is growing..
And none of that is going to run Windows or IOS ever! And these companies are not stupid, they have lawyers too and know how to do due diligence.
Time is on Android's side
Remember everyone used to say that 'Apple computers are so easy, my grandmother can use it. Not like Windows'. Well, with all that M$ beat up Apple in the marketplace and drove their stock down to $9. Jobs got fired. And Windows did catch up on features and ease of use and became pervasive.
Same thing may yet happen again. Android is fast closing the gap and is even leapfrogging. There is hardly any popular application left that runs only on IOS. More importantly, Google has no existing fat holy cows to protect. Apple and Microsoft do. For every cheap tablet sold, Microsoft loses a higher value Windows (plus Office which is even more profitable) sales opportunity. With every cheaper 7" tablet sold, Apple loses killer margins on its larger IPAD. But it may be forced to do the same, simply to protect market share and mind share.
Perhaps that common fear and loathing explains the unusual Apple - Microsoft deal to share IP even though Jobs had said his IP is for Apple to exploit, not to lease out to others.
To be continued..