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The Ugliness of Privacy Notices
On the other hand, microsoft and the others are afraid of these productless patent holding companies (sort of like stateless nuclear terrorists) that can dish out lawsuits while having no products of their own liable to countersuit.
On the other hand, the existence of their stockpiles does seem to explain their decision to focus on narrow anti-troll legislation rather than a broader curtailment of software patents in general.
You say that there is "some evidence that software patents contribute to innovation." Could you please elaborate? I've been following this issue pretty closely for a couple of years, and I have yet to see an example of a meritorious software patent.
When anyone asks them, they just say "look, we're the experts here -- do you want to be defending this patent in court 5 years from now and have the judge ask why you didn't aggressively defend it then?"
Every instance of tit-for-tat behavior--even when the game is in a detente state (in fact especially then: "I won't play this game if you don't play") is evidence that the ideal state for the players would be if the game simply didn't exist.
Thus the "no patents" side of the argument actually has a great deal of datapoints on their side.