I've read that it's not easy to tell what a SCOTUS decision will be from the arguments, but the Justices seemed hell bent on distinguishing between software as information and software embedded in media.  This really is the crux and core of the argument, as the theory seems to be that software is patentable becuase it must be physically manifested to work.  

But the Justices really did seem to understand that the information nature of software was what was leading to an untenable conclusion regarding foreign "assembly" by treating it as patenable.

I expect a narrow ruling along the lines that a US court cannot enforce software patents as used in a foreign country.  I hope they strike down software patents in toto.