My take is ok worst case we have to wait longer on SecureAuth - no big deal and as Mark might say some cases could be bigger than others. If that is true then I don’t think SecureAuth ever has been the size of something like Duo. Centrify is thinking settlement IMHO and if you had to pick between CDT or SecureAuth progressing timely IMHO you want CDT way more if only due to potential payout. It is also my opinion that Centrify wanting settlement details with Entrust speaks to an acknowledgement of infringement be it indirect even. Now we hear that SFOR tweeted news or PR by year end - well at least answered yes to that. All I can say is for me personally I would surely hate to be on the sidelines right now. Speaking of pools I would love to buy one one day.
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My comments are only my opinion and are not to be used for investment advice. Please conduct your own due diligence before choosing to buy or sell any investment.