4 ms·

I’m not a big fan of this style of rhetoric, but the facts of the article are interesting. I wasn’t aware of Broadcom’s pivot to infrastructure nor their acquis

• Topgamer7 3y ago
  Pretty surprising to not hear about VMware acquisition. People have been talking about the 10000% (or w/e) price increase for weeks. I hear about it constantly reading HN and Reddit.
  • solumunus 3y ago
    Do you know if there any publicly traded competitors that customers may turn to?
    • candiddevmike 3y ago
      IBM, Nutanix, Microsoft, cloud providers.
    • kotaKat 3y ago
      "Krause told investors that the company actively pursues 600 customers ... ... because they are often in highly regulated industries, therefore risk-averse, and unlikely to change suppliers." In short: no. Broadcom knows their top 600 or so accounts that are nearly 50% of their revenue have no place to run, and the remaining 6000 or so will be forced to bite the bullet. Everyone else (eg, "distribution channels") are a 10% revenue blip in the radar that Broadcom doesn't care about having wind down or disappear. https://www.theregister.com/2022/05/30/broadcom_strategy_vmware_customer_impact/ https://www.theregister.com/2022/05/30/broadcom_strategy_vmw...
    • SteveNuts 3y ago
      Nutanix has a "free" KVM based hypervisor that you can use if you buy their HCI platform (you can also run VMware on top if you prefer). From what I've heard it seems that most enterprises are moving to Hyper-V because it's already included in their Microsoft agreements (server Datacenter licenses).