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Good stuff, Phil.
This discussion reminds of similar discussions about unlocking value with Microsoft. These are bold strokes. But the current leadership will never do it. They have dreams of being the GE of networking. I believe breaking up Cisco will only happen if Chambers moves on.
Shedding SA makes a lot of sense, mostly because it's rudderless like Motorola. Videoscape is a nice future, but it's a 'hail-mary' play. I would seriously consider selling SA to Pace and calling it done.