Not saying a buyout will happen, but try looking at it this way..... you wouldn't build a house without electricity and plumbing right? Duo is the structure they need so they are acting the foundation and walls with their reach and client basewhile SFOR is the power with their rock solid IP. You wouldn't just set up one or the other, you need both to be successful. Cisco just set the price going forward at the very least IMO.....