Yes a warning shot across the bow at the time and possible information gathering but it neither validates that they were or wern't infringing it just implied that at the time it wasn't worth pursuing. Now with them funded and a possible serious competitor it may be the time to do the same again especially since the offer is unconditional as it may slow down competition significantly and slow transition ? . Every month is sacred in this game as it means more historical data and more contracts locked in .
I have no idea if there is any infringement but I am sure NEA have a idea and at some point be thinking of it. It didn't matter while SF was struggling but you never want a possible competitor to gain momentum.
SF have been screwed by tactics and financial engineering IMO and worse it changes the markets valuation of NEA as some always look to recent deals.
NEA Price at posting:
$1.59 Sentiment: None Disclosure: Not Held