Take it from a VMware employee of ten years, Pat is not a solution to your problems. He had plenty of time to fix things here and what happened? Just look at the state of VMware currently and tell me if you think it's a reflection of good leadership. He is not the worst guy to have as a CEO but he is certainly nowhere near the best.
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@itof
Lisa Hsu and Jensen Hwang are not the right people to turn around TMG. They are fabless wonders.
Line of sight for 6nm will get the stock price up........instantly.
Pat G is the right guy indeed.
my $0.02c
ex 30yr. Intel employee
People make mistakes and learn from them. I'm glad Pat had the opportunity to practice being a CEO at VMWare. I'm sure the version of Pat Intel's getting is much better than the version VMWare got. Besides, the previous 2 CEO's Intel had were so horrible that Pat is easily 10X better. Even if Intel hired Jensen Hwang or Lisa Su there's no guarantee they can turn things around since Intel faces lots of challenges other companies don't face. The general view inside and outside of Intel is that Pat is a great hire. Let's give him a few years and see what happens.
The “VMWare on AWS/Google” is temporary revenue reprieve for VMWare. Yes, VMW dominated the enterprise in the mid-2000’s and has seen its growth capped for some time. As good as this looks on paper, customers will eventually turn off VMW in exchange for using whatever the cloud vendor provide.
To hedge this bet, VMWare bought a lot companies to add customer value through service offering expansion. These acqui-initiatives often fail and contributes to the annual BU- or “low performing” staff layoffs.
These layoffs are a known corporate activity and only promotes anxieties and a negative culture. This creates the basis for political games which only draws middle to upper management (not IC’s). What plays out here are a serious of finger pointing exercises and shell games that ultimately lead towards a BU’s exit and unwarranted promotions.
Stemming from unwarranted promotion is a culture of management protectionism. This means leaders will ONLY hire people they trust. I won’t go into details here but let’s just say the management structure isn’t a rainbow of diverse talent.
Now, you’d think executives will have metrics or wisdom to observe and resolve these issues. They choose to take the easy path and turn a blind’s eye.
The sad part in all of this, it always takes about 4-5 years to realize that you have a bad CEO. Perhaps he’ll have an epiphany and magically turn things around but draw some wisdom from his VMW experience and the wake he left behind.
OP should elaborate on 'the state of VMware currently', from the outside it seems fine
@1Igc
Did you miss out on the whole open source trend ?
Even windows azure is running more linux and less windows.
Earlier people had to pay for vmware because enterprise were asking for it and didnt want to take on the whole open source burden themselves. It would have been just impossible for VmWare to convince CSPs to pay Vmware at that scale. But, the biggest part was the trend towards linux.
Move to the cloud should mean even more business for VMWare, not less.
See this:
https://cloud.vmware.com/providers/
@1xvu+18VGbZsU Wait a minute, doesn't the move to the cloud means even more virtualization is needed? None of the cloud providers themselves would run VMWare?
VMWare struggles are actually the struggles of the enterprise market. Cloud took away a lot of enterprise business. I am surprised VMWare is not down more than it is.
On the flip I would say Pat was able to salvage as much as he could and straddle in cloud.
I am glad he will be bringing those learnings and improve on top of that.
PattyG is literally the reason INTC is in this rut.
He got kicked out because his million dollar GPU larrabee failed. Then he threw a fit joined EMC because no one else would touch him with a 60ft pole.
Now no one else would touch INTC with a 60ft pole, PattyG thought he could make easy money like BS, Murthy did and joins back.
I cannot wait to see him gloriously fail.
Intel loyalists are chasing miracles.
They will be disappointed for sure.
The decay has been going on for 20 years..
Who else is there?
Isn't VMWare practically a monopoly in it's market?