From what I understand, micro-transactions for virtual goods is a lot more common in places like China, and if you can offer custom themes or other "value-added

From what I understand, micro-transactions for virtual goods is a lot more common in places like China, and if you can offer custom themes or other "value-added" services to these clones, you can monetize off of that - must like Farmville makes money on selling people special seeds. If China and the US reach some kind of agreement - and the services were unlocked - there would already be enough of a market share for the existing clones to maintain control over that market. Future clones would still have a chance in succeeding as well depending on the race to localisation of the products in the local language and demographics.