When Oracle sued Google over Android/Linux, Oracle’s shares were around $31 and had a little uptick. Now it’s down to $25, off 20%. At that time Google was around $480, had a build to $620 and is now back where it started, even, more or less. If that’s any indication, Oracle’s claims are not worrying investors much.
It’s a different story on the blogosphere. Detractors are claiming Google is an evil thief of ideas and worse. The facts are that Android/Linux contains little or nothing from Java and so copyright claims are weak and 88% of the patent claims of Oracle re-examined by USPTO so far have been rejected.
There have been stories that non-Apple tablets are not selling well but it’s a relative thing. The current volume of Androidian tablets ( and the growth rate of that volume is looking like Apple will be overtaken shortly. Apple sold 9.3million tablets in 2011 Q2 with 300% Y/Y growth. Android shipped on 4.6million tablets with 460% growth. In Q1, Android/Linux shipped on twice as many devices as iOS. Since the suit we have not had a quarter but sales seem to be holding up. Apple v Samsung has not stopped sales in Europe, either.
So, on three counts, price of shares of stock, score in the court, and sales of Android/Linux, Oracle v Google is a minor speed bump at best.