How much of VMware's value and revenue pipeline, do you all think Broadcom has destroyed just by announcing the acquisition?
4 replies (most recent on top)
Any customer who has experienced Broadcom as supplyer will actively start to try and design away from vAnything. Expect growth to turn negative this quarter.
VMware will have more profit than ever under Broadcom. However, VMware will be at the bottom of the list in terms of a place to have a job, let alone a career. From that perspective I see the value of VMware as totally destroyed. I hope I’m wrong and Hock Tan fails miserably.
Seeing how we were below 100 a share and trending down.... value has increased? Right?
Zero, revenue and more importantly profit will drastically increase.