The conversation these days is that EUC will soon be operating on its own within VMWare while focusing on only the main accounts. The writing is on the wall that EUC is being spun off in the near future, perhaps sooner then one could expect maybe?
What I am reading now is that everyone is adopting the term "merger" when they refer to this topic which makes me think if there is more details about the "extension" that was announced in a few days ago.
Not trying to start a rumor speculation, but what if there are "changes" to the deal besides from the timeline of which they originally intended to close?