6 ms·

Acquiring and gutting is the Broadcom way.

• outside1234 3y ago
  But this isn't semiconductors. This will just end up with Microsoft taking all of their customers away.
  • stackskipton 3y ago
    As former admin of both, HyperV is nowhere near as good as VMware ESXi offering. Also, switching Hypervisors at F1000 is such a massive project that no risk adverse manager is going to sign off on it. I've been at F1000 with ESXi clusters, they had 20 racks full of blades/switches/SANs that made up 4000 core cluster. They will ride or die ESXi no matter how hard VMware screws them over.
    • bluGill 3y ago
      Today... However if Microsoft (or someone unknown) works hard for a while they can build a more compelling offering and get F1000 to switch over the next 10-20 years.
      • stackskipton 3y ago
        Sure but until then, they can squeeze the hell out of F1000s. Problem with creating competitive offering is F1000 are not going to take risk on you. Last thing CIO wants to remember for is someone who greenlit moving core infrastructure to product that went under. They also need to provide decent support so startup today has about 15 years before they even think of breaking into this market. So it's got to be a major player like Microsoft who seems to not care about this market because Azure. Nutanix is there but they are all in hyperconverged meaning traditional compute/storage separated hardware would have to be thrown out. Red Hat exited in 2020. So I don't see a competitor on the horizon.
        • bluGill 3y ago
          A CIO will not move core infrastructure, but they will often let you try things in a lab, and if that goes well move non core things off, then as confidence grows the core goes too. That is why I said 10 to 20 years. Unless broadcom has made the CIO (or CFO...) mad, then it is all hands on deck to replace them.. I know one company (by personal conversation with insiders, but I don't think they want to be named) replacing otherwise good tools because broadcom now owns them and the license fees are too high
    • OrvalWintermute 3y ago
      However awesome some of their products are, I've not been seeing VMware displacing very cost conscious customers running homogeneous workloads of Windows on HyperV, or Linux on RHEV due to the attractiveness of the licensing.
      • stackskipton 3y ago
        I didn't say HyperV/RHEV was bad, just VMware is gold standard of virtualization.
    • Stranger43 3y ago
      If my experience is anything to go by those clusters will fade and die over the next 20 years just like the equally critical and irreplaceable unix(tm) vms and mainframe system is in the process of doing. But it will be a long process and a lot of money will be made by vmware and partners even as the market wound down and move to whatever it is that going to replace it(im willing to bet it wont be kubenetes as we know it today).
    • NewJazz 3y ago
      Middle management is getting squeezed in a lot of firms. Risk averse management won't cut it, IMO.
  • boring-alterego 3y ago
    [dead]
  • The_Colonel 3y ago
    That's like saying all Oracle customers are leaving for Postgres. VMWare moat is deep.