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Sunday, April 02, 2017 5:49:39 AM
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Ref: an "analyst" stating emerging from INTEL with gutted portfolio -- makes no sense to me. WTF over! TPG is buying 4.2B for 51% of what....if it's gutted?? LOL! He doesn't know what's going on behind the scenes either. The "staffer and analyst" opinions don't have non-releasable inside info and would be illegal if they did. The spin-off hasn't occurred yet, but SOON, we're in Q2 now!
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I think ZPaul's wondering about TPG bringing R&G into the fold is right on target -- direct hit!
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We know there's factual info connecting the 4 companies: SFOR, INTEL/TPG (McAfee), and ACS. And the TPM chip is a key link.
OOBA Patents: TPG can (I think will) buy the OOBA patents from $SFOR -- Multi-Billions!
Keystroke Encryption Patents: Since ACS owns or will own (they did exercise to purchase 28 JAN 2016), something will need to be worked out with ACS.
Bottom Line -- TPG will be in the Security biz with INTEL this Q2 when the deal is final. It sure looks very good they will integrate SFOR products/patents with McAfee ePO and AV, and TPM to have an awesome Security IP under the INTEL/TPG roof -- with $SFOR/ACS patents added to the IP, I see the newly established Cyber Security platform having HUGE improvements/success from what TPG will receive from the spin-off! INTEL kept 49% for a reason!
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Just some things to ponder - LOL!
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