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"Krause told investors that the company actively pursues 600 customers ... ... because they are often in highly regulated industries, therefore risk-averse, and
by 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...