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That was Broadcom's plan all along, they weren't buying VMware to compete, they were buying it to wring more than $61Bn from the customers who are stuck. This[
by jodrellblank 2y ago
That was Broadcom's plan all along, they weren't buying VMware to compete, they were buying it to wring more than $61Bn from the customers who are stuck.
This[1] from 2022 says "Broadcom's stated strategy is very simple: focus on 600 customers who will struggle to change suppliers, reap vastly lower sales and marketing costs by focusing on that small pool, and trim R&D by not thinking about the needs of other customers – who can be let go if necessary without much harm to the bottom line. The Register offers that summary based on Broadcom's own words, as uttered at a November 2021 Investor Day."
and "Krause said Broadcom is content to have those 100,000 customers "trail" over time."
[1] https://www.theregister.com/2022/05/30/broadcom_strategy_vmware_customer_impact/ https://www.theregister.com/2022/05/30/broadcom_strategy_vmw...