With recent developments it seems as though this deal is matter of when and not if. Happy hear everyone thoughts
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They can't nix the whole deal. They can say "we won't approve therefore you can't do business here" that is it. Activision Microsoft they had far less to lose by saying no. Saying no to VMware means they no longer have the infrastructure to run their country without moving to a competitor.
The UK would have a lot more to lose then VMW.
I disagree. The one UK refusal can nix the whole deal. That's a lot for VMW to lose, namely the entire merger.
I'm also not sure "how much the UK has to lose" is even in the CMA's calculations. I mean, they are a regulatory body. They have no incentive or purview to take things like that into account. They have a specific and narrow question to address. I think that is all they will address, consequences be damned. They didn't much care about the UK's losses when they nixed the MSFT/Activision deal.
Flexing their muscle is like a random consumer protesting MSFT and refusing to buy Office. The UK would have a lot more to lose then VMW.
taken a lot of criticism in the UK press. my view is they will not want to do that again.
I disagree. I think the UK wants to show its independence from the EU post Brexit. And they will do so by flexing its muscle here.
The UK has a bit of egg on its face over the Activision/MS. Activision accounts for 2% of the online gaming market, so they have taken a lot of criticism in the UK press. my view is they will not want to do that again.
If the CMA does block the deal it's likely they will close down VMW UK and operate as a franchise in the UK. That is not good for UK based employees.
Appreciate you practicing the British tradition of geniality in the face of a frontal as--ult. Well played, kind sir. I yield…
further irrelevance?
Fu-k off, our teeth might be yellow, but we make really expensive Dyson vacuum cleaners and sh-t Land Rovers that fall apart after 2 weeks, thank you very much.
What are you guys thoughts on FTC? I don’t got a clue
They can still go to the competition though but it will be a painful transition.
Can they? Can the UK government really stop using Vmware products? Is such a transition even possible?
It seems weird to me that the UK would be the one holdout. And it also seems strange that the UK could effectively make the decision for the rest of the world.
UK would fall into further irrelevance should they be the sole hold-out. They will be forced to either get on the bus, or isolate in a cave
Would they have to close down the Cork office?
Cork is not in the UK. They might shut down the London offices though.
Good point about UK losing key infrastructure if they don’t relent. Unlike gaming, our products are more essential. It’s not just a nice to have. I’m not a fan of this merge but I do see your point about this being detrimental to the UK infrastructure if they block it. They can still go to the competition though but it will be a painful transition.
It would be a D measuring contest. Sure VMware could forgo the revenue in the UK not sure how large that would be but that also means the UK would have zero support for their critical infrastructure.
So would VMware be willing to lose X amount of money or would the UK be willing to lose all supportability for what is probably software hosting critical systems.
China was the last hold out for Dell and emc. All that happened was fell didn't dell there for a little bit until China approved
EU approved $68b Activision / Microsoft deal today.
After the UK said no. Not sure what that means. The UK only has authority within the kingdom, right?
I understand that Microsoft can just not sell in the UK; but I don't think BroadCom/Vmware could just not sell in the UK. Would they have to close down the Cork office?
Just get this sh-t over with already. This has dragged on forever and been so stressful. Let us move on with our lives.
The rumors started because EU approved $68b Activision / Microsoft deal today.
Will we have more clarity by July 2023 on layoffs ?
I assume the "layoff notice" was the business operations retention bonus/no PEP/GL email
Who received an informal layoff notice?
They must know something we don’t coz UK hasn’t weighed in yet. With the informal layoff notice it appears the chances are that it goes through. But what do I know? If you listen to analysts they say it’s 50~50. Would management have sent out the Business Ops comms if they are less certain?
Looks like it
What are these "Recent developments" you talk of?