Are Markets Underestimating Oracle's Legal Strength?
By Dana Blankenhorn: Oracle (ORCL) could make up to an extra quarter of revenue next year with success in its legal struggle against Google (GOOG) over Android. Analyst Florian Mueller writes at Fosspatents that, absent a settlement, Google could wind up paying more for a Java license relating to Android than it did for Motorola Mobility (MMI), the mobile phone maker. Google paid $12.5 billion for Motorola, a price some analysts considered high, while Oracle's quarterly revenues are running in the range of $8-10 billion. Oracle has made both patent and copyright claims against Google, and Mueller considers the case strong. He also writes that damages are not Oracle's primary goal. Instead he sees the company aiming for an injunction that would halt all Android phone sales in the U.S. All this is possible because of slow changes in the law, allowing the patenting of software, since 1998. The impact of the changesComplete Story »