Isn’t VMware acquiring Dell?
https://www.cnbc.com/2018/01/29/vmware-could-buy-dell-in-what-could-be-techs-biggest-deal-ever--a-reverse-merger-that-would-bring-dell-back-to-public-markets.html
13 replies (most recent on top)
I've wondered why customers would accept VMs' multi-cloud story and why they would buy the cloud software and now I have my answer, they are not buying it.
Why did it take an outsider, Hock Tan, to focus on the benefits of 20 GSI partnerships?
https://www.vmware.com/partners/work-with-partners/global-system-intergrators-and-advisory.html
In many cases, these existing GSI partnerships have been in name only, without any consistent and meaningful ongoing engagement. Truly, an untapped resource for growth.
Outsourcing for sure, probably to AI in Malaysia.
Article clearly states that BC is keeping PSO? Or we can say PSO will survive the first round of layoffs.
Could also just mean outsourcing. No one knows.
@a-s+1nBkwuZq read section 2.11 closely. It implies PSO will survive while $1b is invested in enabling GSI capabilities. That's going to take more than a day or two post close.
big Takedown of VMC in the document. That does not bode well for VMC...
Also not surprising to anyone who has watched the parade of increasingly self-serving incompetent management hire people with no interviews, reward the fakirs, and push out the people who were actually making things better.
Obviously success is relative. Nothing surprising in that article.
Broadcom says we are failing. IN their eyes 6% growth is a failure.
Customers are not adopting VCF. Duh we know this. Its too hard so its refreshing to hear them make it easier and provide services.
Sales Teams and Marketing teams need help. Yep they do. Too many people dont do enough work.
big Takedown of VMC in the document. That does not bode well for VMC...
- 27 Other Phase 1 criticisms of the Parties’ incentives analysis do not alter the
conclusion that foreclosure would be unprofitable. The criticisms can be addressed
as follows:
(a) VMware would not recoup losses if workloads migrate to the cloud.
204 It
would be illogical for VMware’s customers to respond to foreclosure by moving
from one VMware product to another. In any event, VMware Cloud (VMC)
captures [].
205 Customers perceive VMC as []206 and a temporary solution
while transitioning to public cloud. One customer noted that: [].207 Another
noted, []. 208 Moreover VMC has consistently underperformed, failing to
meet projections even after the company adjusted its forecasts downward.
Strategy documents from 2019 forecasted that VMC would achieve $[]in
annual bookings in FY2022. This forecast was adjusted downwards in
VMware’s FY2020 corporate long-range plan, which predicted VMC would
book a more conservative $[] revenue in FY2022.209 In fact, VMC achieved
only $[] in bookings in FY2022, substantially missing both
projections. Recognizing this underperformance, [].210 Even then, VMC
continued to miss its revised quarterly and annual bookings projections, leading
VMware to lower even further VMC’s projections in the FY2023 AOP by
[]%. Separately, the Phase 1 Decision also fails to account for the fact that
Broadcom customers use less Broadcom hardware when they switch to the
public cloud, such that the Combined Entity would also not be able to recoup
losses through additional hardware sales.21
Help us Obi Wan Hock, you are only hope!
Enterprises want a private cloud solution that offers the ease of use, flexibility, and
resilience of public cloud. Despite having the technology and incentive to do so,
VMware has been unable to satisfy enterprise demand, after many years of effort.
Broadcom's investment will give VMware the scale, investment, and support it
needs to deliver on its potential.
This suprises no competent person who has been watching the vcenter debacle since its inception.
I mean for Fs sake, can’t we all focus on the main thing!
Article clearly states that BC is keeping PSO? Or we can say PSO will survive the first round of layoffs.