https://www.theregister.com/2025/03/28/arrow_vmware_licensing_change/
Potential changes coming to increase the minimum core count from 16 to 72? Seems like a way to get rid of more small customers and subsequently more employees.
15 replies (most recent on top)
We are going to have the most beautiful tariffs that no one has seen in the whole world. We will have the greatest tariffs in history. The tariffs will be so great that everyone in the world will be doing the same in their own countries.
China passed a law just in time and will retaliate tariffs by taking IP and assets of American companies. Is HT American? Singaporean? Malaysian of Chinese origin? Is Braodcom American?
The stock will go to -$100
Be afraid, be very afraid.
Ponzi king HT's days are over.....stock will tank to $100 in coming days....sell....sell....sell........it is happening.....
It looks nice and quiet and orderly sell off as of April 1st. Happy April fools day. You have a nice stock there HT. After firing tens of thousands of VMware employees and strip mining the company of 45 billion in cash for the purchase and putting all that debt on VMware and strip mining the VMware customers. Wonder what will happen on April 2nd. Will the tariffs happen or will they be walked back? This time the tariffs will happen. Hold on to your knickers. The selling is going to get disorderly.
If you haven't taken a screen shot of your stock account at $255 then at least take a screen shot at $165. It will be interesting to frame it and look at it when the stock goes to $25. If you are not taking profit then at least take the screenshots.
It is the minimum Purchase quantity that is changing. You still only need a min of 16 per proc.
The tantrix are just a layer of obfuscation to divert attention from the real people behind the curtain. You know who owns all these "cybersecurity" companies.
Google to buy Wiz for 32 billion. No one even cares. The matrix is getting more real.
Oops. Everyone's worst fears of HT monopoly plans came true. What a coincidence? Google is a search monopoly. Facebook is a social media monopoly. Microsoft Amazon Netflix Apple are monopolies. Lets be more careful about mergers going forward. We have to absolutely not allow any monopolies.
The EU is concerned about monopoly. The FTC is concerned. The Chinese government is concerned. But they all closely scrutinized and then the deal went through. HT had to shell out billions to these pedos to get the deal done. Its payback time for the customers. What a clown world. I can't believe people are still paying 50% of their income as taxes to these pedo clowns.
Why is everyone so shocked by this announcement? Since the beginning, BC's strategy has been to consolidate the business down to serving the largest, most complex customers who are so deeply reliant on VMware infrastructure that their switching costs are extremely high. This allows BC to focus more wood on fewer arrows, to optimize the products and packaging to the very specific needs of these larger customers, while improving revenue predictability and solidifying overall operating margin.
This is precisely what BC did with CA, although CA's business had already started down this path before BC acquired them. VMW on the other hand "never met a customer it didn't like", and thus the pre-acquisition operating model was loaded with complexity and sprawl (anyone remember >8,000 SKUs?). It's just a totally different business philosophy.
Anyone who didn't see this coming, has simply not been paying attention.
It’s wrong.
That's good.
Just HT sc--wing as many customers as possible. There's a special place in h3ll waiting for him.