TB will sell off Aternity and use the cash to pay down the core RVBD debt.
In the meantime, pipeline for Versa hopefully grows.
TB buy Versa then some kind of merger of the remaining RVBD and Versa at some point in future if things are panning out well ( sales ).
TB get another shot at a successful SDWAN vendor.
Whilst Velo, Viptela etc are ahead market share and features etc. When you cost in SDWAN for enterprise, the MPLS cost savings become negligent because the vendors want so much cash for their solution.
There are LOTS of SDWAN features that just don’t exist in any vendor right now. Still lots to play for, I think the above is why adoption of SDWAN has not been as dramatic as predicted.
It’s basically too expensive is a large part.
Will see if my prediction is correct.