It's still early in my view to determine how much trouble they are actually having selling VSC 2.0. The launch was just four months ago, begging the question how old is the earliest pilot deployment to a large customer ie. how much in advance of the official VSC 2.0 launch July 22 did a large enterprise deploy a pilot? Smaller VSC 2.0 orders have likely closed imo but billings are small like the ERAS for SEDs order to the German firm e.g. around $50k. Embassy is doing around $2m/q even with the huge loss of the Dell bundling business, so expect that to consist of numerous/many small ERAS orders like the German firm including imo ERAS for VSC 2.0.
We should all know by now that large IT departments can take up to something like 18 months duration from initiation of evaluation to the decision to deploy so it may be a bit early to say a product launched last July 22 isn't selling to large customers.
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