Commercial Framework Agreement cancelled.
https://investors.delltechnologies.com/static-files/cbeeb6f2-4c09-4386-8cdb-5d43f502742e
7 replies (most recent on top)
From what I've read Dell can still sell VMware solutions but there is no longer a formal and legally binding agreement to do so. Either party can stop sales at anytime but until then it's business as usual. If customers are keeping up with this news at minimum it will make them nervous.
That's literally the problem here. He just wants money for himself, will sacrifice everything for it, and we're too stupid to realize it.
He is still making more money, both sides. You do realize now he is the highest individual holding largest number of AVGO shares?
There is no indication he sold his AVGO, yet, technically he could be Hock Tan’s boss.
So you're telling me Michael Dell made money spinning off VMware, made money selling VMware to Broadcom, and now is going to make money attacking the VxRail install base with PowerFlex? This company is just a Michael Dell ATM isn't it? That's literally the problem here. He just wants money for himself, will sacrifice everything for it, and we're too stupid to realize it.
Old news
https://www.theregister.com/2024/01/30/dell_terminates_vmware_distribution_agreement/
Is VxRail toast?
So Dell won't be able to sell or support VMWare products or collaboration products anymore?