Zerify Inc (ZRFY)

[Gold49er]

RDY2ROCK - You are ROCKING ! (ALL)

It was nice to see a well put together post with Links provided in which you based your thoughts on which to ponder.

This is a well thought out senerio.

I do think much of it is perdicated on the fact that TPG will perform a buyout or some form of M&A Action with SFOR.

Although TPG is inclined to invest in Technology.

They may look at SFOR, as something as a just Feature Set to add as a piece of the of the Whole Pie. And of course we as investors understand MFA/OOB as far more than just a Feature Set.
Perhaps TPG does too.

One thing is pretty clear, unless R&G were to be reprepresenting SFOR on a contingency bases, someone is footing the bill.

And as one of my earlier post described, soon after the new Lawsuits and New Law Firm were announced, that once it was discovered that R&G had helped TPG in a past acquisition, (Z I think showed that link) that the connection was made, that TPG was behind that Litigation Funding.

Why Intel’s Spin-Off of McAfee Makes Sense
April 5, 2017
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TPG Partner Bryan Taylor discusses Intel’s spin-off of its security unit, the landscape for cyber security software companies and the PE outlook for tech deals. He speaks with Bloomberg’s Jason Kelly on “Bloomberg Technology.” (Source: Bloomberg)

Why McAfee’s Better Off as a Standalone Company
April 5, 2017
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McAfee CEO Chris Young discusses Intel’s spin-off of its security unit and his company’s role in the security industry. He speaks with Caroline Hyde on “Bloomberg Technology.”

Many thanks to Adam for bringing the Bloomberg Interviews to our attention in real-time fashion.

I do belive that there exists a number of senerio's that could possibly take place.

McAffee buying SFOR, is a stretch given they are emerging with $2B in debt already. Another reason to perhaps think TPG is a buyer.

But then there is the INTEL connection too, with embedding MFA into its new 6th and 7th Generation of Microprocessors.

Thanks to ZPAUL presenting the Recent PCI Document from February this year, we see that "Out-of-Band" Multifactor Authenticaton is a must have to be in compliance with the PCI Standards Council.

Hey Money Talks.

The PCI Security Standards Council is a global open body formed to develop, enhance, disseminate and assist with the understanding of security standards for payment account security.

The Council maintains, evolves, and promotes the Payment Card Industry Security Standards. It also provides critical tools needed for implementation of the standards such as assessment and scanning qualifications, self-assessment questionnaires, training and education, and product certification programs.

The Council's founding members, American Express, Discover Financial Services, JCB International, MasterCard, and Visa Inc., have agreed to incorporate the PCI Data Security Standard (PCI DSS) as part of the technical requirements for each of their data security compliance programs. Each founding member also recognizes the Qualified Security Assessors and Approved Scanning Vendors qualified by the PCI Security Standards Council

So more than ever I am back to my Orginal Premise and Hope (since shortly after investing in Sept 2015) and seeming endless debate posts with a board member...of seeing SFOR's IP being included in Hardware in Intel's Microprocessors.

Once it was discovered that Intel had MFA in its Microprocessors. I had been trying to find anything stating it was of the OOB Flavor.

The PCI Standard document pretty much leaves no doubt that it is in fact out-of-band.

This might lead me to believe that INTEL would be the Buyer of SFOR.

But still TPG and INTEL are locked as Partners in McAffee until Death (or future M&A) do they part.

So it could be INTEL or TPG as the Buyer of choice, and funding the Ropes & Gray Litigation for StrikeForce.

This is not to say there maybe other Senerio's that might playout as well.

STI's original Plan of a Buyout may have changed, as other Opertunities may have presented themselves, which may have changed their Orginal Business Model Catalysts.

No matter what may take place, it will be to the benifit of all Shareholders I'm sure.

Again RDY2ROCK you put together a Great Post, and a well stated the senerio as you see it playing out. It took dedicating time and effort
to put it together.

Providing a Complete Buyout takes place, longboard put forth the Difinitive Question.

What will shares be worth if the companies key patents are sold?

Or my 2 cents, What is STI's possible Valuation in any senerio that occurs ?

In considering the answer, one must look at INTEL's Orginal purchase price of McAffee for $8B. And McAffee is emerging now with a Valuation of $4B and of that $2B in debt.

If INTEL were the buyer, and with its 49% ownership in McAffee then I would not see INTEL's MFA being the Complete Soultion, but that perhaps engineering leaving a Hole, whereby you need to have McAffee also to have a Complete Cyber Security Soultion.

The last paragraph is just my Engineering / Company Business side coming out.

I worked for the Company that Invented the Flight Simulator and a few Intentional Holes were left in the thousands of Semantics for each of the AirCraft that were simulated.

This kinda insured that the company would maintain itself as the Vendor of Choice on a Contact to maintain the very sofisticated design of these Beasts.

As USAF Contract Specifications dictated, you as the vendor had to maintain an Operation Ready Rate of a Very High Percentage.

Not being able to fix a severe problem in a timely fashion could have detrimental effect on maintaining the Vendor Contract. As a Company can hire the best Engineers, but they all rely on the systems semantics when troubleshooting a problem. When you run into a DeadEnd Street following the semantics or prints........

You need a special knowledge of the Systems Design to know where to go to find your way through a DeadEnd when following the Circuits Path.

I'm sure that is probably not the case today, but it gives one an Idea on a Comptetitive Edge, in the case of Intel McAffee needing both Components to Complete the complete Circle, in difinitive Complete Cyber Security Soulution and keeping it's 49% investment in McAffee a viable entity in a Highly Competitive Market.

Whether today's CEO's CTO's can think in these terms is something we have to wait and see.

Although I can't see INTEL letting McAffee just survive on its own without some Competitive Advantage. Considering it maintains a 49% Interest in the Company.

As RDY2ROCK put it well, Just some Points to Ponder.
49'er

Anotherlong post which some may not appreciate.


Addendum: Read or Not

At one point, I worked on simulators that were designed in 1966, before to days sofistiacted IC Chip designs.

One system that simulated the Air to Air Portion of the Aircrafts Radarthat had 40 Large Circuit Cards performing the funtion of a PROM (Programable Read only Memory) (as some younger Enginner's may gasp and say unbeliveable)

By 1980's that Function was a single IC (Integrated Circuit).

A Problem existed that anytime the Radar was switched to the Air to Air Mode, it effected the Linkage System (that performed all the Analog to Digital and Digital to Analog Functions) such digital signals to analog Instruments in the Cockpit, causing the Linkage system to go Crazy, and all other systems depended on the Linkage System to Operate.

Luckily the Air to Air portion of the Radar System being down was a minor in convince to over all Pilot & WSSO (Weapons Systems Officer) Overall Aircraft Training.

It took 6 weeks to troubleshoot the Problem. It was none of the Cards causing the Problem. ( but those Cards complicated the trobleshooting, as remove one and the whole program stopped.)

This Simulator at one time had been the Modification Teams Simulator and someone at one time had cut a WireWrap Wire on the Backplane of the Cabinet and a very small circle of wire was lost or went flying when it was cut during a modification.

It kinda played Pachiccoo down the thousands of pins on the Backplane and one day someone closed or slammed the Cabinet Door and it came to its final resting place between 2 Pins shorting them together and causing the Problem. Again it took 6 weeks or a month and a half to find the problem.

I was the East Coast Enginnering Rep. for the F-4 Simulator. Once the Air Force Simulators Techs said we give up, the Branch Chief of the Simulator puts in a request to the company, then it all falls on to the Companies Tech Rep. to figure it out.

6 weeks, one might imagine the offers of assistance and thoughts from Air Force Techs that wanted to help. This can detract from my own Methodical Troubleshooting proceedure. Everyone has their own troubleshooting and Ideas of and Path to follow, which can send you off on a wild goose chase if you let it happen. Trying to be polite, I would say, "Why don't you try that, I'm going to take a break and get a Cup of Coffee".

The only one would I would really let know where I was, and what my thoughts were was the Branch Chief of the Simulator Shop and the company. As everyone else were just a distraction.

The hardest single trobleshhoting problem I have ever worked on. Be it the F-4, F-16, Cobra, Blackhawk, or Apache Simulators.

Morale of that story, "Never Give Up" as we saw with Sleddogs Letter Campaign Effort.

If any Direct DoD Contract is let, for SFOR or one of its Channel Partners, we have Sleddogs effort to thank. For as much as he wants to remain Modest, he played an intrical part in achieving said contract, should it happen. No matter his Motivation for doing so.

Support Our Troops, for no matter what they do in the performance of their Job, they are just following Orders that came down from the Top.

Be their Job as a Pilot, Firing a Cruise Missile, Twisting a Wrench on a Jet Engine, an Administrative Posistion or on a Troup on the ground. With skills taught, and performing their Job. They sacrifice many things to Protect your butt, so you may enjoy your Freedoms and way of life, as Doctumented in the Constitution.

Just imagine one aspect of being in the Millitary if you will. You are Not free to tell your Boss F___ it I Quite and then leave. If you do, before your Service Obligation is up, you will be Prosicuted under the UCMJ (Uniform Code of Military Justice). It's always, Sir, Yes Sir.

There is no debate. You do what your Told, when your told.

You may Protest up the Chain of Command later and perhaps find a loophole in the regulations. (Which I did numerous times during my 10 Years of Active Service in the USAF.)

So the next time you Thank a Serviceman for his Scarifice, it's not just in a wartime effort or being prepared, it's in some of the Freedoms they give up in order to Serve Proudly in the Armed Services. Which even include our U.S. Coast Guard.

GO SFOR !


GO Blue !




What is a Full Blown Level D Flight Simulator?

THE BEAST

A Military Level D Flight Simulator which is rare to Find a Video of.