Quick take on Apple/HTC: If the deal reflects a new willingness by Apple to make peace with Android OEMs, it's likely for one or more of the following reasons. 1) Apple realizes its costly legal war has done little thus far to halt Android's share gains, or to cripple iPhone rivals. 2) Apple is aware its lawsuits are hurting its image in some circles. 3) Apple realizes it could reap a windfall from Android royalties. For example, a royalty of $10-$15/device (on par with what Microsoft is reportedly charging) could yield over $5B/year, given activation trends.