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I think Intel is a different kind of acquisition for Broadcom than VMWare. VMWare had/has a strong moat which can be exploited by jacking up prices. Intel does
by The_Colonel 2y ago
I think Intel is a different kind of acquisition for Broadcom than VMWare.
VMWare had/has a strong moat which can be exploited by jacking up prices. Intel doesn't have that.
- skissane 2y agoSpeculation: Broadcom is now really two companies in one, the original Broadcom and CA Technologies. The CA Technologies side of Broadcom bought VMWare and are now applying all the classic CA Technologies moves to it. The original side of Broadcom is the one considering buying Intel