"What am I missing here?"
Well, I'm thinking that you actually have a life, and have missed posts about this.
The fact of the matter is that all the chips dismissed are ARM chips. It is reasonable to believe that ARM entered the litigation voluntarily because there were patent indemnifcation clauses in their contracts with the Js. All the chips cited in the dismissal order are ARM chips (ergo, the Js, ultimately, were not liable - ARM is). So this order just "cleans things up" as far as who is liable, and who isn't, from the court's view.
Some believe that this clean-up is a necessary step before a settlement by any/all of the Js - hence the speculation of a settlement announcement tomorrow.
Hopefully this clarifies. And please note that our team losses nothing through this order.
SGE
PS: Hey Wilkes - am I getting better at keeping it brief? LOL