VMware Cloud on AWS - here today, here tomorrow? Gone next month? Who knows?
https://www.broadcom.com/blog/vmware-cloud-on-aws-here-today-here-tomorrow
When you alienate employees, customers and major partners, you pay the price.
Winston Churchill said about bad leaders, "Delight in smooth-sounding platitudes, refusal to face unpleasant facts." -- The unpleasant fact is that HT created this mess with short-sighted actions and now the fate of VMware is sealed. The long-term damage is done.
Spreadsheet guy….
With a company that hovers around the 10th largest market cap in the world.
https://companiesmarketcap.com/
He will show customers and partners who is the boss. Don’t like it , take your toys from the sandbox and leave.
"Can't tell if he's Nostradamus or the village id--t."
He's neither, but his singular focus on a PE playbook is destroying trust in VMware.
Just because it worked at CA and Symantec isn't proof it can work at VMware. It will take more than cost-cutting to fix what is broken in the VMware legacy business model. HT doesn't have the intellect to tackle complex strategy issues. He's a spreadsheet guy.
Meesaiyila mannu ottala moment for HT
Remember this whole cloud thingy is a passing fad. Everyone will go back on prem.
That's the only thing that I agree with him. as for the rest of your comments, I got no quarrel with that.
Remember this whole cloud thingy is a passing fad. Everyone will go back on prem.
Can't tell if he's Nostradamus or the village id--t.
It's insightful to observe each time that HT chooses to back down from his prior position. On the one hand, he couldn't care less what people (employees, customers, partners) think, and yet he will gladly adapt when AVGO profitability is likely to be impacted.
He is a man of 'flexible principles' with no apparent strong beliefs other than his quest for the maximum profit extraction at the lowest operational cost. The ultimate capitalist pork.
Or am I being too kind?
Too kind. They are more worried about their next golfing trip that lines up their next job.
"What he does is legal, but not likeable."
Broadcom Software (CA, Symantec, and VMware) should have a tagline for this model.
Does that capture the essence of the customer CIO apathy? Or am I being too kind?
This is the way!
can anyone really trust what he says anymore
No one who has ever crossed paths with him before would be surprised.
What he does is legal, but not likeable.
What if a lazy CIO is fired for financial mismanagement of their IT budget, what then?
Then Hock will drag the next one over the same coals.
His strategy has worked amazingly well, it just isn’t a strategy aligned with your morals.
"Hock can smell desperate customers a mile away."
While I agree that CIOs who stay and pay the HT price are inept, given that there are lower-cost alternatives, taking advantage of clueless customers is a foolish strategy.
What if a lazy CIO is fired for financial mismanagement of their IT budget, what then?
Trust is for losers, Hock can smell desperate customers a mile away. Classic playbook execution as predicted. There is no surprise here.
I think what HT wants is customers that are way to dependent on VMware who would agree to any price increase or change going forward... this is why he clearly does not care about any effect that these changes would have on customers or their trust in VMware/Broadcom.
Plus, he has proven to say whatever is needed to be said to achieve what he needs to achieve... in other words, can anyone really trust what he says anymore?
"So, again, VMware Cloud on AWS continues to serve customers just as it always has."
This platitude doesn't change the fact that damage to customer 'trust' can't be undone.