The recent head-count cut is the start of this, get the company within a stone's throw of cfbe, shut-off the AC in empty buildings, etc. In the end I am inclined to think that VSC is a non-seller to large enterprises, their infrastructure being too diverse. While the apparent cost savings over tokens is there, the difficulty across a large organization may not be trivial.
They have a DLP product that sells modestly, they have IP to provision TPMs with the basic layer (think NationZ), they've got stuff that runs on that which they haven't ever been able to sell, and they've got some SED management stuff.
It would seem that the DLP property has real value, the NationZ opportunity would be valuable as well if it was actually on line or demonstrably close, the other stuff continues to cost more to build and sell than what they can sell it for.
The above content is my opinion.
