Wtf
9 replies (most recent on top)
Hock doesnt care about competing cloud providers and what they will do in 5 years. He will drain current customers now for those few years because vmware is a sticky product. In 5 years he will buy more multi-billion dollar companies and repeat this drain and dump. The stock will hit 1000
Agree, but it still means the death of vmWare.
Hock doesnt care about competing cloud providers and what they will do in 5 years. He will drain current customers now for those few years because vmware is a sticky product. In 5 years he will buy more multi-billion dollar companies and repeat this drain and dump. The stock will hit 1000
One outlier here might be Michael Dell, doesn’t he own 40% of VMWare shares? I’m sure he’ll be an influence…
@1wls+1gRd0jhl…. ummmm… that’s the biz model…. And what you describe is no diff than mainframe…
If it goes through it will be the death of vmWare. Cloud providers have taken significant market share for vmWare for several years and this trend is accelerating. The reasons for staying with a vmWare solution are security and accountability. vmWare is run in business owned data centres. Cloud security is improving, this further diminishes the reasons to stay, making migration to cloud more attractive.
Within a few years vmWare will be used only by businesses that have money to throw at maintaining their own infrastructure and are run in hyper security environments.
The few old/large customers who can't/won't migrate there workloads to cloud will then be ripe targets for the Broadcom ball-squeeze.
LOL, "dying a slow death". VMware has grown revenue for the past 12+ years. Every quarter, every year. This might be a good thing for Broadcom that cant seem to figure out what they want to do besides buy anything that they can.
Zzzzzz... only happens if we get it dirt cheap. nothing new...
Vmware is dying a slow death and getting stagnated at the moment. So this is a perfect bait for Broadcom who will acquire it, milk it and get rid of it. So nothing shocking about it
Not official yet, but I read it's part of the "click to chip" model.