Thread regarding VMware layoffs

China is irrelevant

Deal closes October 30th. The end.

Hock will close on the 30th. He already confirmed it, and politely roasted an analyst for asking about it.

Before you say “XYZ got delayed!!111!! What about the $5B in revenue that Broadcom does in China?!”

Doesn’t matter. That $5B in revenue is hardware revenue - worth a few hundred million in margin at best.

If China went to 0, Hock could simply bump VMware licensing prices a few % higher than planned and voila - he’s made whole overnight.

You’re all posting like Hock didn’t see this coming from a mile away.

Perhaps he orchestrated it

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| 2521 views | | 11 replies (last October 21, 2023) | Reply
Post ID: @OP+1pc3PWEB

11 replies (most recent on top)

Wishful thinking is not a strategy to get this M&A tu-d over the finish line.

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Post ID: @zqh+1pc3PWEB

It’s all about the money money for Hock so ofc he is not going to ignore China d’oh!

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Post ID: @giy+1pc3PWEB

OP it’s not 5B revenue in China. It’s over 10B which is close to what VMware generates in a year. Sure that makes China irrelevant.

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Post ID: @juw+1pc3PWEB

It feels like yo should be correct and BC had a contingency plan. Why are they waiting on sending out job offers then? There will be a lot of time and money lost waiting to complete this.
Making up $100s of Millions of loss depends on having the opportunity to do so. That opportunity is not going to happen on new VMware deals anytime soon.
I think it will be done in the next few weeks,10/30 is less than a week away. That is feeling unlikely.
11/26 is the drop dead, I would assume plan B is tied to that date.

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Post ID: @xez+1pc3PWEB

Yes. Hock knew all along that at the very last second that Biden would cancel AI chips to China and that China would retaliate. Suuurree....

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Post ID: @ljh+1pc3PWEB

Wow, I guess we need some restriction on education level in this forum. There are always too many stupid people in the world.

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Post ID: @nfg+1pc3PWEB

OP you are right. Probably Hock has a plan B for it. He wont change the close date. Everything is done.

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Post ID: @ihq+1pc3PWEB

Keep dreaming

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Post ID: @tbb+1pc3PWEB

You don't know. We don't know. You are just an id--t pretending to know better.

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Post ID: @ttn+1pc3PWEB

October 30 2030

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Post ID: @rej+1pc3PWEB

Thanks for the laughs.

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Post ID: @gtt+1pc3PWEB

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