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Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct

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Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct

#281

Post by ksec »

fsuts wrote: post #23

”Tesco, a retail conglomerate headquartered in the United Kingdom” For any non Uk people, it’s the largest supermarket in Uk. Combination of large stores and smaller high street convenience stores. (2nd largest was owned by Walmart who sold it recently to private equity and so now it’s saddled with debt and being ruined…).

>(2nd largest was owned by Walmart

I am late to this thread but Sainsbury is the 2nd largest supermarket in the UK and it is now owned or have any partnership with Walmart.

Or are you talking about ASDA?

Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct

#282

Post by kevin_thibedeau »

inigyou wrote: post #214
rwmj wrote: post #179

Earlier quoted context omitted.

It should simply be illegal.

It's the bank's problem. The bank is supposed to determine whether it's likely to be repaid in full, and if not, don't issue the loan which blocks the sale.

A bank shouldn't be recognizing collateral that the buyer doesn't own.

Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct

#283

Post by maccard »

IshKebab wrote: post #242
nasretdinov wrote: post #173

Earlier quoted context omitted.

Local food markets offer much better options than Pret to be fair

A great Pret baguette is like £5. Food from a food market is £10 or more these days. They massively increased in price after covid.

Everything massively increased in price. Also you won’t get anything for less than a fiver jn pret. A regular baguette is 6.25 and add a coffee it’s now £10

Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct

#284

Post by lifeisstillgood »

lokar wrote: post #103

I’m surprised by the comments here. The Broadcom business model (outside the chip business) had been pretty well known, and they don’t really hide it. They are tech bottom feeders. They find large businesses with a decent moat and free cash flow but are in long term decline (and wasting cash trying to find something new). They buy them, cut development, support and marginal products. Raise prices and squeeze as much…

Being told you are carrying a scorpion across a river is not a lot of help halfway across.

I think however this mostly speaks about how hard it is to run anything even vaguely securely. There are so many independant CPUs and OSes on one motherboard plus HDD these days …

Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct

#285

Post by parasubvert »

lokar wrote: post #103

I’m surprised by the comments here. The Broadcom business model (outside the chip business) had been pretty well known, and they don’t really hide it. They are tech bottom feeders. They find large businesses with a decent moat and free cash flow but are in long term decline (and wasting cash trying to find something new). They buy them, cut development, support and marginal products. Raise prices and squeeze as much…

They do keep investing in their software "just enough" to keep customers from churning.

These sorts of lawsuits never really make it to court, there's a negotiation tactic.

Meanwhile Broadcom's software revenue led by VMware keeps growing 30% YoY and they close new contracts because in spite of being expensive.... because there's very few true alternatives in the market to VMware Cloud Foundation at high scale - Nutanix, Proxmox, Azure Stack, and OpenShift all exist but have their own problems. I've worked with them all, and they're all... big, expensive and difficult, though VMware probably is the most stable and hassle free of the bunch. Just costs a lot.

Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct

#286

Post by next_xibalba »

lokar wrote: post #117
SlightlyLeftPad wrote: post #116

Earlier quoted context omitted.

It’s the same modus operandi as private equity but worse, because Broadcom has the money and technical resources to do interesting things with the technology, but they don’t.

KKR bought Avago, which bought Broadcom and took the name. They are a PE firm

This is not true.

Broadcom is a public company. It doesn't have a single or even majority owner.

Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct

#287

Post by to11mtm »

sandworm101 wrote: post #101
fsuts wrote: post #23

”Tesco, a retail conglomerate headquartered in the United Kingdom” For any non Uk people, it’s the largest supermarket in Uk. Combination of large stores and smaller high street convenience stores. (2nd largest was owned by Walmart who sold it recently to private equity and so now it’s saddled with debt and being ruined…).

And it has no US comparison. The tesco meal deal concept, the literal wall of choices, just doesnt exist in north america. I did a big work trip to the UK a couple years back with over 100 people. I tried to explain meal deals and nobody believed me. Then our people basically stripped the meal deal shelves of the tesco express beside our hotel.

I've seen 'Close enough' locally.

One supermarket close to me, has a wall of various pre-prepared lunch items and I think there's a deal if you get the soup as well.

Another chain shop has a smaller selection of items... But does have the '5$ cluck' on thursdays, i.e. a pre-cooked hen for 5 USD. Grab a bag of good add-water mashed potatoes or some corn and/or perhaps a veggie, and you can get a proper dinner for at least 2, maybe 3 people out of it for under 15$.

Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct

#288

Post by anonymousiam »

parasubvert wrote: post #285
lokar wrote: post #103

I’m surprised by the comments here. The Broadcom business model (outside the chip business) had been pretty well known, and they don’t really hide it. They are tech bottom feeders. They find large businesses with a decent moat and free cash flow but are in long term decline (and wasting cash trying to find something new). They buy them, cut development, support and marginal products. Raise prices and squeeze as much…

They do keep investing in their software "just enough" to keep customers from churning. These sorts of lawsuits never really make it to court, there's a negotiation tactic. Meanwhile Broadcom's software revenue led by VMware keeps growing 30% YoY and they close new contracts because in spite of being expensive.... because there's very few true alternatives in the market to VMware Cloud Foundation at high scale - Nuta…

Revenue may be increasing, but their customer base is decreasing, and any customer who's paying attention is now looking for an exit strategy.

Yes, the alternatives have their problems, but ESXi/VMware/VCenter/VSphere have a lot of problems too. I will disagree with your claim that "VMware is the most stable and hassle free of the bunch." I spec'ed, installed, and ran a VMware cluster for a few years and it was never very stable. After a while I stopped installing the software updates because they would usually break something.

More than once, after applying an update, I had to re-install the licenses for each server and its associated CPUs, which is a painful process. We initially installed using an external DNS, but the cluster was so flaky that we had to switch to their recommended configuration of local DNS. There was a never ending stream of security vulnerabilities, so you were highly incentivized to patch, but it never got any better.

Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct

#289

Post by nikanj »

anonymousiam wrote: post #288
parasubvert wrote: post #285

Earlier quoted context omitted.

They do keep investing in their software "just enough" to keep customers from churning. These sorts of lawsuits never really make it to court, there's a negotiation tactic. Meanwhile Broadcom's software revenue led by VMware keeps growing 30% YoY and they close new contracts because in spite of being expensive.... because there's very few true alternatives in the market to VMware Cloud Foundation at high scale - Nuta…

Revenue may be increasing, but their customer base is decreasing, and any customer who's paying attention is now looking for an exit strategy. Yes, the alternatives have their problems, but ESXi/VMware/VCenter/VSphere have a lot of problems too. I will disagree with your claim that "VMware is the most stable and hassle free of the bunch." I spec'ed, installed, and ran a VMware cluster for a few years and it was never…

Most stable of the bunch does not mean ”100% stable”

Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct

#290

Post by mhh__ »

ksec wrote: post #281
fsuts wrote: post #23

”Tesco, a retail conglomerate headquartered in the United Kingdom” For any non Uk people, it’s the largest supermarket in Uk. Combination of large stores and smaller high street convenience stores. (2nd largest was owned by Walmart who sold it recently to private equity and so now it’s saddled with debt and being ruined…).

>(2nd largest was owned by Walmart I am late to this thread but Sainsbury is the 2nd largest supermarket in the UK and it is now owned or have any partnership with Walmart. Or are you talking about ASDA?

asda
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