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Ah, I see that Broadcom is working on speedrunning the "lose all your customers" game. Not what I would do if I dropped eye watering sums of money to purchase t
by bigstrat2003 3y ago
Ah, I see that Broadcom is working on speedrunning the "lose all your customers" game. Not what I would do if I dropped eye watering sums of money to purchase those customers, but you do you, Broadcom.
- peeters 3y agoThis has always been Broadcom's MO. They buy a company, determine which of that company's 150/250/500 customers overlap with their core 500 customers, bundle the acquired product(s) with everything they already sell those customers, and then jack up the price on the entire portfolio. Anybody not on the refined core customer list either gets explicitly cut, or is spun off into a second-tier digital sales program where they are ignored until they leave on their own.
- axus 3y agoI was periodically buying a software product they acquired, very small volumes. The sales process and support did improve a bit. It was a low bar, though.
- ceroxylon 3y agoAVGO is up 93% YTD, 4% on the day, the investors don't seem to be too afraid of the move, for some baffling reason.
- bigstrat2003 3y agoI wouldn't really put too much weight on the wisdom of people speculating on stocks, personally.
- phpisthebest 3y agoBecause they know no one is going to be swapping HV out that fast. Most likely people will wait for a hardware refresh to make a change, if they change at all to that will be 2 to 7 years the increased rates and we have no idea what the increase rates will actually be, if it less than 2x most company will just eat it, that would still be cheaper than switching for many 2-4x, you will see an aggressive change in the next 12-36 mos by many customers over 4x any you might see the aggressive pull out people are are expecting by this announcement.