IMVHO opinion, everyone involved has done their homework ad nauseum and no one is making any rash moves. This includes Cisco, R&G, TPG, IBM, Intel, Blank Rome, Duo, and all the other BILLION DOLLAR PLUS companies that are involved in this machine. Pretty much the smallest cap in this mix is SFOR, and if I was a big $$$ timey exec, I would see this rock/obstacle in their course (that we are) and smooth the rough edges off as soon as it was prudent. Them smoothing their rough edges is someone covering ass and paying a few Billion to keep us from being an annoyance (BO). I'm sure once we know who we'll look back and connect the dots easily, but until then, we wait.