Broadcom - No surprises here; the current execs haven't the slightest clue about what's actually going to happen and it is pointless to ask them.
SEC Fine - Thank you Mr. Magoo for the non-answer answer. Let's be honest about what it was. It's called "sand-bagging" and nearly every public company in our industry does some form of it in order to pre-make the next quarter's numbers. The company will slap the hands of any individual sales reps who practice it, but have no problem doing it at a corporate level. The bet paid off, and an $8 Million cost is a steal for getting away with it.
Zane - his were precisely the comments of a CFO who has checked out and is just counting down the days to his Change-In-Control payout. You were a good little Dell soldier, now go enjoy your reward.
Ray - poor guy was actually probably the one most worth listening to today, but drew the Audio/Video short straw. You would think a leading tech company would have done a dry run of the meeting.
Sumit - no...just...no... #cringe
Betsy - every single dollar we have given this person is a waste. She literally says nothing...ever. It's like you are passing gas through a human face.
Vijay - that's his name, right? Doesn't matter, at least not for long. The truth about DEI's negative effects on enterprise value is starting to come out, and this role will be gone almost as fast as vRAM pricing.
Hat tip to the guy who asked why only two races were on stage during the DEI virtue signaling, but the truth is that Latinos like him have too good of a work ethic to be lumped in with that group of never-were's.