One of Google's moats around their search business is under attack.
Google's SVP and Chief Legal Officer David Drummond published a blog post complaining about the patent attack lead by Microsoft, Apple, Oracle and others. Microsoft has already undermined that post with some statements. It is clear that Microsoft and Apple found a weakness of Google and are hitting it hard. Microsoft is already charging several Android phone makers a license fee based on patent claims.
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Microsoft can benefit in two areas from hurting Android. They have an easier way of getting Windows Phone OS licensed and weaken one of Google's moats around the search business, which helps Bing. I support the idea that Google's main intention with Android is to protect their unique and extremely efficient cash cow.
Android has been super successful until now, activating over 550,000 devices per day. To continue that success Google needs to sharpen the marketing around Android and complementary cloud services. They also need to innovate to jump further ahead of the competiton and stop whining about patent litigation. I actually like Forbes' idea that Google should see the bigger picture and oppose software patents in general.
Apple rolls into the crucial Holiday shopping season with a very clear picture. iOS 5 and iCloud will take the iPhone to a whole new level. Google has only an Ice Cream Sandwich in store for you this fall.
Google responses to Microsoft's comment about not joining the Novel Patent bid. It was because it was a trap. Microsoft has also responded to that allegation with several tweets and at this point we are already sick covering it. See BuisnessInsider for the current status on this strange public converstation between companies.