There's no smoking gun, but in my view, the evidence has been mounting that Apple, Microsoft, and Oracle are undertaking a coordinated attack on Google, and specifically on Android. With mobile being the big growth business for the coming years, it's clear all of these companies want in - especially Apple and Microsoft.
Apple and Microsoft are both going after HTC - HTC signed a patent agreement with Microsoft to ward them off because the Taiwanese phone maker was already busy fighting Apple at the time. In its suit against HTC, Apple targeted Android specifically, very carefully working around the Windows Mobile devices HTC was making - even though the patents in suit could apply to Windows Mobile just as much.
And now, we have the news that CPTN Holdings, which recently acquired a boatload of patents from Novell, is actually a consortium consisting of EMC, Oracle, Apple, and Microsoft. All this is yet more proof that when it comes to intellectual property - the chosen weapon in the fight against Android - Oracle, Apple, and Microsoft are big buddies.
It'll be interesting to see if Google will be able to withstand all this.