(Total Views: 308)
Posted On: 08/03/2018 2:06:21 PM
Post# of 82686
What I don’t know
1. Any details of the discussions between Cisco and Duo
2. How the law suit affects those discussions
3. How much Cisco is willing to pay to access Duo’s customer base and (indirectly at this point) SFOR’s IP.
4. Whether or not the Cisco move is a precursor to a move by them (or others mentioned in posts here) to acquire SFOR
What I do know:
1. We have the PTAB and Supreme Court rulings in our favor
2. The court system is slow
3. The SA venue move and judge selection was a ruse and delay tactic
4. The judge has been overturned on multiple cases
5. BSAFE has the potential to be a world-class game changer
6. The unrelenting, detailed DD we have - there are members on this board that have gone way above normal investigation, and we have all benefited by their efforts. We are in good shape, and it’s getting better
My personal perspective:
When I was a banker I survived 3 mergers. There were always surprises, some good, some not so good. But things play out in time, resolutions and solutions are reached, and companies move forward.
I think Mark and George know what they are doing, have considered as many angles they (and the legal team) can come up with, and will proceed with SFOR’s best interests up front. That means our best interests, too.
R&G is one of the best law firms on the planet, and we are fortunate to have them representing us. They know infinitely more about this process, the players, the courts and the results they expect than I could ever hope to imagine. I like not having to fret over it. All I have to do is stand pat with my shares and (soon) coins, and wait for it to play out. I am 100% convinced I will be happy with the outcome, and have a retirement portfolio as a result. I am headed to another island when that happens. I think I will be back in the water from my new island home in 18 months or less.
1. Any details of the discussions between Cisco and Duo
2. How the law suit affects those discussions
3. How much Cisco is willing to pay to access Duo’s customer base and (indirectly at this point) SFOR’s IP.
4. Whether or not the Cisco move is a precursor to a move by them (or others mentioned in posts here) to acquire SFOR
What I do know:
1. We have the PTAB and Supreme Court rulings in our favor
2. The court system is slow
3. The SA venue move and judge selection was a ruse and delay tactic
4. The judge has been overturned on multiple cases
5. BSAFE has the potential to be a world-class game changer
6. The unrelenting, detailed DD we have - there are members on this board that have gone way above normal investigation, and we have all benefited by their efforts. We are in good shape, and it’s getting better
My personal perspective:
When I was a banker I survived 3 mergers. There were always surprises, some good, some not so good. But things play out in time, resolutions and solutions are reached, and companies move forward.
I think Mark and George know what they are doing, have considered as many angles they (and the legal team) can come up with, and will proceed with SFOR’s best interests up front. That means our best interests, too.
R&G is one of the best law firms on the planet, and we are fortunate to have them representing us. They know infinitely more about this process, the players, the courts and the results they expect than I could ever hope to imagine. I like not having to fret over it. All I have to do is stand pat with my shares and (soon) coins, and wait for it to play out. I am 100% convinced I will be happy with the outcome, and have a retirement portfolio as a result. I am headed to another island when that happens. I think I will be back in the water from my new island home in 18 months or less.
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PlanB
