Is there anyone within the VMware BU hit by WFR?
The VMware BU is financed by VMware but the employees are still a number on the Dell employee counter.
Since many of the VMware products are now seen as competative and VXRail is a low margin product due to the royalties that VMware takes. I would have expected the VMware BU to take a hit.
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VxRAIL is large % of server revenue at higher margin than pure servers . I do not think VMW BU is large enough to have to do with the costs
however should VMW-AVAGO pull the plug on financing , certainly VMW shares will go down on next forecast call for Broadcom and Dell may be off to their PowerFlex for good - so that is unlikely
deal may be that Dell will push it's own SDS to strengthen it's position at the table with Broadcom in $ discussions on profit share - that be in 12/24 months timeframe after acquisition is completed.
My take - there is 18months of nothing to worry about
Next yr for business teams when they dont get customers. Sadly all the roaches won't be gone in that wfr