I wonder if this has more to do with Google's push for WebM/VP8 as the defacto standard for HTML5's new video tag? Surely they don't think that Microsoft will

I wonder if this has more to do with Google's push for WebM/VP8 as the defacto standard for HTML5's new video tag? Surely they don't think that Microsoft will pay these fees and will be forced to remove support for H.264