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Posted On: 08/03/2018 2:03:27 PM
Post# of 82676
$SFOR Would you take $2.3B offer on the table, if you have to shed say 2% of that value by settling with SFOR? IMO they will run and grab it with both hands.
So, question is- Don't you think they have planned or thought about this before accepting this offer?
FALL IS CLOSER THAN IT FEELS
From CISCO-DUO conference call yesterday https://jmp.sh/NxosDsu
CISCO is interested in 12,000 customers where they can push software product/licences acquired from DUO. After the IPR win, DUO was on the verge of settlement before Alice pops up.
DUO can't delay this settlement past November , and IMO this will be settled much before CISCO Acquisition closes. DUO will be more motivated now after $2.3B cash offer & why not?
My2C
So, question is- Don't you think they have planned or thought about this before accepting this offer?
FALL IS CLOSER THAN IT FEELS
From CISCO-DUO conference call yesterday https://jmp.sh/NxosDsu
CISCO is interested in 12,000 customers where they can push software product/licences acquired from DUO. After the IPR win, DUO was on the verge of settlement before Alice pops up.
DUO can't delay this settlement past November , and IMO this will be settled much before CISCO Acquisition closes. DUO will be more motivated now after $2.3B cash offer & why not?
My2C
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