Apple vs. Samsung: No ill effects?

I was not surprised earlier this week when finance sites claimed that Nokia, RIM and Apple were enjoying the effects of a bounce from the Apple vs. Samsung verdict. I was also not surprised by the literature that followed, suggesting that this might be RIM's and Nokia's opportunity to make up lost ground against Android.

All false, of course.  This is what really happened this past week: Nokia and RIM both resumed their respective stock declines with both ending the week lower than before the verdict was issued and Google increased faster than Apple.  There was a one day speculative bounce, and then profit taking ensued.

Why would Nokia and RIM benefit anyway?  RIM won't come out with BB10 until next year.  Nokia has just two new phones on deck with Windows Phone 8, and they're still competing head to head against other Android phones and the upcoming iPhone 5.

Just because older Samsung phones face a ban in the US, doesn't mean that Samsung will lose market share, or that Android will decline.  Samsung is in transition with bringing new hardware running Jelly Bean, and the next phase of the trial doesn't occur until December.  Importantly, there are several other manufacturers competing to displace Samsung within the Android community; if Samsung declined, it would simply mean a displacement of sales to other Android handsets.