None of us here (unless someone isn't telling us something) are privy to the internal discussions of Gibson and Epiphone. All we can do is look at past actions and try to decipher what it means about future direction. As the Mutual Funds say, past performance is not an indicator of future returns.
I think that all the theories put forward have merit. My gut tells me that the Gibson turn-around has reached the point of looking at the retained subsidiaries, especially Epiphone, to craft an overall plan to reach the strategic goals that have been formulated. Or put another way, they have decided what Gibson and Epiphone will be now they are figuring out a path to get there. And all the while continuing to operate the businesses profitably with their financial backers taking a day a month to review with management where they are in the plan and what milestones will be met in the 91 days.
Turn-arounds are stressful and we shouldn't be surprised that the communication out to the customers is sparse. The last thing they need is another set of back-seat drivers reminding them of what they promised.