I'm thinkin Cisco, Alphabet, or even Intel. This is not a done deal yet.
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I wish, but very unlikely, so accept the fact we’re going BC
No one will pay more than $61B to buy VMWARE and if they do, they will also have to cut for the deal to make any sense. If the deal falls apart for any reason, VMWARE stock will plummet and then VMWARE will have to cut drastically too. It simply won’t happen so don’t even allow yourself to think about that, the deal is done.
In the past, Cisco wanted to buy Nutanix but 61B+ is a lot of cheddar.
Alphabet
Will literally see everything we do today as legacy. Our cloud offerings are so weak they would have to essentially buy existing customer contracts and engineering... No thanks.
Google isnt going on-prem, and they have a desktop team not interested in legacy stuff.
Intel.
MAYBE. But not really. Pat may have nostalgia for the place, but that isnt worth billions. Intel is not chasing what Broadcom is. Broadcom wants to be a tech company that makes money. Not a chip company, and not an innovator/startup in tech. Intel isnt playing that game.
Cisco... Maybe for relevance for a while a longer. but again. I doubt it. They are not in that business either. They might be a target for broadcom to sell a chunk off to (like our networking) but not the whole thing.
The Shop provision is simply there for us to entertain other offers. It is OFTEN in these contracts and really shows that this is probably the best offer they are going to get right now (not in 6 months, not in 2 years... now. The Board has to deal with numbers right in front of it. They are actually legally bound to do that)...
This isn't something employees can "stop". This isnt high school or some college campus where you can cry and hold a sit in and demand sh-t from the administration.
This is the real world. Adapt or die.
No way anyone else is going to overpay for vmw. I'm a vmw employee but I know what's coming.
lol... denial phase is over, now time to move to acceptance phase...
Stop your daydreaming and update your resume.