I agree. I think this being negative for HTC and positive for Apple is a bit overblown. Here's some quotes from some Wall Street research that puts it in perspective:
"Many observers may hastily claim this is a victory for Apple; we believe the exact contrary. HTC and Android won this first battle. This ruling is very disappointing to the Cupertino firm, in the sense that only 2 claims relating to only one patent have been recognised as true by the ITC, out of dozens relating to 10 patents that formed the initial filling of Apple. It is also disappointing in the sense that it won’t disrupt at all, at least in our analysis, HTC’s and Android’s businesses. Much ado for nothing."
" Most interestingly, the ITC stated that the ban will not take effect until April 19th, which in essence means that the ITC gave HTC and US carriers ample time to work around the limited violation.... HTC confirmed to us several months ago that they have a work around ready to ship for this patent. Our own “layman” assessment of the feasibility of such a work around is also very straight forward: it is very easy, best proof being that blackberry users have been able to call a number part of the body of an email since before the iPhone existed"
"This ruling shows that judicial authorities care about market disruption. The time they gave before the ban is enforced, specifically mentioning in their official communication that it was for carriers to organise transition."