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