RE: MICROSOFT29 Oct 2019 08:13
Nice link Luke.
Interesting text in there for me is how aggressively Microsoft are going for the IoT market and the statement:
"Making IoT more secure
We have added new features to Azure Security Center for IoT with the announcement of a Security Partner program"
Now, many of us have the feeling that Microsoft are after the DA Keychain tech and if that's the case the rumour of a DA IPO will make Microsoft probably think about making a punt for DA themselves (to stop them floating) to grab their tech.
If however DA decide to keep their options open and proceed with IPO they would still likely be part of this Partner program which still places them in a nice growth position (until at least Microsoft produces a similar tech which they will eventually do as that's what they always do).
Either way, the next couple of years look good for DA and therein Trend by default with its DA interests.
DA would also be wise to talk to Amazon regarding AWS partnering as well, if nothing else it might make Microsoft double any offer they might have put out there :)
This is all IMHO trying to put pieces of news together. Please no one buy off the back of this message without doing your own research!