Comments on: Broadcom Agrees to Purchase VMware Shaking Up the Industry

By: JP

JP — Tue, 07 Jun 2022 18:09:43 +0000

craps, I meant Broadcom’s plan might NOT be the worst outcome

By: JP

JP — Tue, 07 Jun 2022 18:08:15 +0000

With no new revolutionary technology, I think VMware was destined for stagnation. Broadcom’s strategy to focus on the largest 600 or so customers might be the worst outsome. This way, the largest users ought to be OK. It would be hardest for them to switch, but there are legit alternatives. There’s Hyper-V and OVM/Citrix/RHEV and supported KVM from Oracle & IBM, etc. There ought to be capacity to threaten to switch.

Aside from other hypervisors, AWS/MS/GCP/OCI/IBM offer supported ESXi hosting. They can deal with Broadcom and offer a destination for VMware workloads to smaller customers. The clouds gain support efficiencies from standardization.

VMware users too small for Broadcom to care about and who don’t want to (or can’t) go to hosted options remain the losers. As VMware revenue plateaus, though, they probably felt they needed a better plan than “earn similar margins on soon-to-be-shrinking revenue.”

By: ST

ST — Mon, 30 May 2022 11:15:42 +0000

Another good reason to move on to XCP-ng+Xen server which I have done for many years.

Those who stayed on even during the “multicore = multicost” saga are surely burying their heads in the sand waiting for the worse to happen.

By: Laurent Renaud

Laurent Renaud — Sat, 28 May 2022 11:38:11 +0000

Well, good time to switch to proxmox unless you’re one of those person who subscribes to some sort of “build your meal” food delivery service…

By: Gnattu

Gnattu — Sat, 28 May 2022 06:38:20 +0000

So it seems like Broadcom plans to ‘focus on rapid transition to subscriptions’ immediately after the acquisition. Just like always.

By: rob

rob — Sat, 28 May 2022 00:36:37 +0000

Hate to say it, I agree with Eric, the writing is on the wall. What a shame for the IT industry.