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Unintended Consequences

March 9, 2010 11:30:51.793

This is one of the funny things about the way patent infringement suits tend to go - you can aim it as well as you want, but you may get results you didn't expect. Consider Apple's auits against HTC, based on their multi-touch work. They seem to be aiming at Google, which could end up empowering... Microsoft:

Even before the lawsuit, handset makers were having second thoughts about Google, which with the Nexus One had become a direct competitor. Now their faith in Android as the easiest and cheapest way to counter the iPhone has been shaken, says Reiner. The unintended consequence, he suggests, is to send them into the arms of Microsoft (MSFT) and Win7 Mobile.
"Our checks," writes Reiner, "indicate that Microsoft has been quick to sniff out this burgeoning opportunity and has begun to aggressively promote the strength of its own IP portfolio, as well as its willingness to join battle with customers that come under IP attack."

I had been thinking that Microsoft was out of the handset running, but this Apple campaign could actually give them new life. Whether that's better for them than just trying to, you know, actually compete better, is an open question.

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posted by James Robertson

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