IF BC finds some products overlappping some in their portfolio, what companies could be the destination for SBU, EUC, NASBG?
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Who knows who might buy a VMware product, but here is my take on which products will stay and which will go in percentages.
Keep / Sell
vSphere 100/0
vRealize 100/0
vSAN 100/0
Edge 75/25
EUC 75/25
SASE 50/50
NSX 50/50
Tanzu 25/75
SA 25/75
CB 25/75
It'll be CB most likely on the chopping block vs any other BUs that overlap. I expect maybe parts of pivotal as well both horrible acquisitions that haven't brought in enough money.