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They're picking up the pieces for 69 billion. Your analysis makes it sound like VMWare is falling apart. Going by price it suggests it is going from strength to
by scandox 3y ago
They're picking up the pieces for 69 billion. Your analysis makes it sound like VMWare is falling apart. Going by price it suggests it is going from strength to strength no?
- jacquesm 3y agoThat price is a reflection of future financial potential, not of commercial success. Very few people would pick VMWare for new stuff today unless it is a large on-prem installation (and there are still plenty of those). But they are past their peak and the bulk of recovering that will come from existing customers, not from new ones. You lock yourself in to anything related to Broadcom at your peril.