"We have a working relationship with McAfee. They are either infringing our IP (which I doubt) to provide DoD polymorphic threat (like key logger) defense or legally using it IMHO."

There's no proof of McAfee is using ACS/SFOR for the McAfee DoD contract. There's a chance since ACS partnered with McAfee to provide EndpointLock/Cygate via eOchestrator, but nothing difinitive yet. SFOR doesn't have the only endpoint solution and the OASIS partnership makes interoperability between different vendors possible.

I think that expecting to see revenue from the McAfee DoD contract in 4th quarter financials is a bit premature.