Oracle's stack talks about all of the companies that DO "license java" for their HW. I assume that all of those companies are licensing the "JVM" but Google wrote their own VM instead of licensing the JVM? Which makes the contention from Oracle that the license is really for the API & the JVM and google's position is they would only need a license if they hadn't written their own VM?

I have no opinion on who's right, something better left to lawyers, I'm just trying to have a clear understanding of the positions of each of them.