3 ms·

Broadcom has won. 70 percent of large VMware customers bought its biggest bundle

20 points by rntn 2y ago

giuliomagnifico 2y ago
Broadcom's handling of VMware after the acquisition has been poor. However Broadcom is an excellent company, a bit "forgotten" compared to Nvidia or TSMC
- drpossum 2y ago
  No.
- deleted 2y ago
  [deleted]
- bryanlarsen 2y ago
  Excellent at getting their patents inserted into standards and leeching off everybody.
  - giuliomagnifico 2y ago
    Yes, true, ideally it isn't a positive thing but in fact, from the business side, it's excellent because that way they have the majority of the market, made up of old clients and new ones who will use that standard. The important thing is that the antitrust acts in case Broadcom "expands itself" too much with acquisitions on other markets. Now I think that most of the network hardware in server farms around the world is produced or managed by Broadcom. So from their point of view, it's not bad, obviously it has all the limitations of super-large companies, but I am comparing it to Nvidia or TSMC, that are even more "big + bad".
- onewheeltom 2y ago
  It’s a hedge fund that owns patents
deleted 2y ago
[deleted]
woleium 2y ago
For now. Enterprise cannot change in the time given after the license change notification without significant risk, and will happily pay to offset this risk, temporarily. This will last for 3-5 years, as suitable alternatives are evaluated and migration plans are implemented.
- znpy 2y ago
  i'm on the same side as you, but then again 3-5 years for client companies also mean 3-5 years for broadcom/vmware. Maybe in 3-5 years they can come up with something to justify their new price tag. Maybe.
DaSHacka 2y ago
For now, at least, until the current wave of new grads enter industry and lean towards other offerings due to a lack of familiarity with VMWare. It's been completely stripped out from the majority of academic programs due to the death of the affordable educational license, and oftentimes replaced with XCP-NG. Many student clubs have switched to other options too.
CaffeineLD50 2y ago
Or "30% immediately canceled and an unknown % are in the process of evaluating proxmox etc". Those 70% are almost certainly not happy about it, and even if they're not making good progress on a POC or migration, some vendor may be cooking up a nice FOSS play for that 70% (and the 30% may be fueling the expansion and maturity of alternatives). It ain't over til the weight challenged CIS gendered female sings.

20 points by rntn 2y ago

Broadcom's handling of VMware after the acquisition has been poor. However Broadcom is an excellent company, a bit "forgotten" compared to Nvidia or TSMC

drpossum 2y ago
No.
deleted 2y ago
[deleted]
bryanlarsen 2y ago
Excellent at getting their patents inserted into standards and leeching off everybody.
- giuliomagnifico 2y ago
  Yes, true, ideally it isn't a positive thing but in fact, from the business side, it's excellent because that way they have the majority of the market, made up of old clients and new ones who will use that standard. The important thing is that the antitrust acts in case Broadcom "expands itself" too much with acquisitions on other markets. Now I think that most of the network hardware in server farms around the world is produced or managed by Broadcom. So from their point of view, it's not bad, obviously it has all the limitations of super-large companies, but I am comparing it to Nvidia or TSMC, that are even more "big + bad".
onewheeltom 2y ago
It’s a hedge fund that owns patents

deleted 2y ago

[deleted]

woleium 2y ago

For now. Enterprise cannot change in the time given after the license change notification without significant risk, and will happily pay to offset this risk, temporarily. This will last for 3-5 years, as suitable alternatives are evaluated and migration plans are implemented.

znpy 2y ago
i'm on the same side as you, but then again 3-5 years for client companies also mean 3-5 years for broadcom/vmware. Maybe in 3-5 years they can come up with something to justify their new price tag. Maybe.

DaSHacka 2y ago

For now, at least, until the current wave of new grads enter industry and lean towards other offerings due to a lack of familiarity with VMWare. It's been completely stripped out from the majority of academic programs due to the death of the affordable educational license, and oftentimes replaced with XCP-NG. Many student clubs have switched to other options too.

CaffeineLD50 2y ago

Or "30% immediately canceled and an unknown % are in the process of evaluating proxmox etc". Those 70% are almost certainly not happy about it, and even if they're not making good progress on a POC or migration, some vendor may be cooking up a nice FOSS play for that 70% (and the 30% may be fueling the expansion and maturity of alternatives). It ain't over til the weight challenged CIS gendered female sings.