) appears to be stepping up licensing agreements related to its Android-based patents, announcing 4 deals in the past three weeks after an agreement with HTC last year. Morgan Stanley said that reports suggest MSFT is also negotiating with Samsung which would capture >60% of the Android market. “Clearly unit traction in mobile is more important to the stock, but underappreciated high margin royalty revenue could pad the model.” Microsoft closed yesterday at $26.78.