Nokia Corporation (NOK)

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NOK 10 % UP

(Google translation from the original swedish text: Nokia was trading up 10 percent in Monday morning trading after Samsung's setback in patent litigation in the U.S. against Apple on Friday evening. Samsung dropped in turn 7.5 percent in Seoul, HTC fell 1.9 percent in Taiwan, and Apple went up 1.6 percent in Germany.

What has happened in the morning is that investors have moved some weight from Samsung to Nokia, said Nordea analyst Sami Sarkamies to Direkt.

The judgment, which Samsung was guilty of infringing on Apple's patents, and sentenced to a fine of more than $ 1 billion, is expected to be positive for Nokia and Microsoft.

In the short term, if Samsung gets a sales ban, we may benefit from less competition in the U.S. market for a period at the end of the year, says Sami Sarkamies.

On September 20, the court will discuss Apple's request to ban Samsung sell the products that make patent infringement.

The injunction will have an effect on older Samsung phones. Even before a potential sale ban Samsung will have made modifications to avoid patentintrången, making sales ban probably will not have any effect on the Samsung next year, says Sami Sarkamies.

He also points out that the main thing for Nokia is to have enough attractive products to attract consumers more than a Androidprodukt which this judgment do not change.

The judgment is not final. It is a first step in a legal process that will last for years, according to analysts. Samsung has stated that the company, if it does not receive the judgment annulled, will appeal.

Apple operates similar litigation against other manufacturers who base their phones on Google's Android operating system, where the next target is HTC.

I commented on Friday's ruling against Samsung with the most cases do not relate to the core of the Android software.

Sami Sarkamies also believes that the patents in Friday's judgment in increasingly about the physical design that Samsung than on Android.