Thread regarding VMware layoffs

These sh--s are never about guts, all about money.

The US has been very erratic in it's policy towards China. History would do well. There's a reason Kissinger was sent to China. China was in the cold, to decouple China from the USSR, they executed a strategy of détente https://core.ac.uk/reader/15614970

This was all well and good - China was a friend, however, China had an aggressive period of growth and the West felt threatened, so the hostilities rose (whether the threat is valid or not is a secondary matter - principle is that the West was uneasy with an ascendent China). So Trump comes in, starts the trade war (remember the Huawei embargo), Biden doubles down. Xi isn't like the previous leaders of China, he's the second coming of Chairman Mao. So he's not going to be as easy to deal with as other foreign leaders. When the West sanctioned him, he simply found painful ways of retaliating. The limbo that Western firms are experiencing is the limbo Chinese firms have been experiencing for the last few years. Nothing will cool down soon.

The risk for China is that is become seen as a hostile business environment, with foreign companies looking to diversify across other nations such as Vietnam and India. Google and Samsung have already moved most of their phone manufacturing from China to Vietnam for example. China will likely be hoping to supplant with domestic companies.

China's growth has mostly been driven by external investment in sweat shop style manufacturing and by massive local government borrowing to fund infrastructure. The local government debt is already at an unsustainable level, so China will need to think about whether it wants to settle for developed nation growth levels going forwards.

China cannot be eliminated from chip usage as they sell cheaper products to all second, third world countries and as all we know all the mobile phones are assembled there. even if china blocks this M&A, Brcm will continue to do business there in China as they are potential customer to brcm.

It's incumbent on management to figure out how to navigate this

Current management are puppets for Dell. They are out of their depth.

New leadership from far outside the old school VMware/Dell/SilverLake establishment is what is needed, but not likely.

So off to the PE chop shop VMware! Enjoy your disembowelment without interference from pesky countries. Go dark.

No sh-t. Sherlock. Could we advance this discussion please? ffs

The M&A process has always been chaotic. Remember when Hock Tan tried to buy Qualcomm and Trump unilaterally blocked it? It was okay for Trump to block the deal because he felt Hock Tan was "arrogant"?

The core problem here is HT and Broadcom being entitled and acting before they have the go ahead.

The Chinese government is retaliating on US Chip companies after the Biden Administration started limiting it's access to chips - this is a case of par for the course. Racism and entitlement won't change anything. Both governments have blood on their hands. It's incumbent on management to figure out how to navigate this.

There's still some time.
Glad that HT meet Xi.
There should be last-minute lobby this week.

It is very critical to lobby EU/China/US.
It is very difficult too, even Pat failed Tower/Intel case.

This M&A process needs to evolve..

And so do exec comp packages.

Countries cannot just ghost the process.

Nor should they be able to invade sovereign nations like Ukraine, but there you go.

Wake up to reality. We don't have a single world government. If you want to stay out of any country's scrutiny, don't do business there. Your choice.

Watch it. They have police all over the world.

Do you know what the US position on the acquisition is? Why blame Xi?

The moment people pull their heads out of wherever they are stuck, the first thing you realize is how dictatorships work.