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Broadcom to acquire VMware for $61B

reuters.com

101–110 of 430 posts

Re: Broadcom to acquire VMware for $61B

#101

Michael Dell will get $24bn! from this acquisition...It's fascinating how he turned around a struggling PC company (Dell Inc) into a financial engineering machine that made him tens of billions. https://www.forbes.com/sites/antoinegara/2021/04/18/how-wall...

So he Jack Welched his own corporation?

Re: Broadcom to acquire VMware for $61B

#102

Enterprise software is such a mystery to me. I can't imagine any company ran by To me it just looks like older companies paying to keep from having to deal with Linux directly

It's a big plus in the corporate world to be able to outsource support. It's worth it for companies to pay VMWare, Microsoft, etc. larges sums of money for support contracts so they have someone to call when things break. While Microsoft sells Windows Server, they also try really hard to add on support contracts with it. Paying several thousand dollars a year for a support contract is probably cheaper than paying salary+benefits for someone within the company to maintain it, and you get the façade of talking directly to people who know the product inside and out

Re: Broadcom to acquire VMware for $61B

#103
post #82

Earlier quoted context omitted.

This feels way too pessimistic, VMware got big before open source virtualization took off. I imagine someone could use docker instead of VMware in most cases, and if that's not possible then hire some people to make it so. Vendor lockin is a scary thing, the people who are really going to hurt here are mega super corps who are now going to have to pay out the nose. If you're a smaller company, you should be moving to…

> I imagine someone could use docker instead of VMware in most cases, and if that's not possible then hire some people to make it so. It's been a few years since I've worked with bare metal, but doesn't Docker require a hypervisor for the containers? You could swap to KVM or Hyper-V, but transitioning an org's hypervisor on bare metal is a massive task any way you cut it.

No, docker doesn't require a hypervisor of any kind.

Re: Broadcom to acquire VMware for $61B

#104

Earlier quoted context omitted.

Azure uses Hyper-V under the hood not kvm. Its also not built on Linux.

Okay, yes, Microsoft Azure running Microsoft Windows virtualization isn't shocking. They have to dogfood, or they'll be laughed at hard.

Nobody laughs when MS uses Linux.

Re: Broadcom to acquire VMware for $61B

#105
post #4

Oh no https://www.reddit.com/r/cybersecurity/comments/uxucz4/if_vm...

This feels way too pessimistic, VMware got big before open source virtualization took off. I imagine someone could use docker instead of VMware in most cases, and if that's not possible then hire some people to make it so. Vendor lockin is a scary thing, the people who are really going to hurt here are mega super corps who are now going to have to pay out the nose. If you're a smaller company, you should be moving to…

VMware has a ton of product, none of them really competes with Docker. They do have Tanzu I suppose, but that more a Kubernetes offering.

I would argue that there are more Docker containers running on a VM, running on top of VMware than there are Docker containers running on bare metal servers.

Both VMs and containers can be used and misused in a number of ways, but rarely can you replace a VM on VMware ESXi with Docker. There's still a massive business case for VMware and the only real competitors are Microsoft Hyper-V and Citrix XenServer (if it's still called that).

You also have to remember that there's a crazy big Microsoft world out there, Docker and containers still aren't of much use here. While this could run on Hyper-V, many just pick ESXi because it's what they know (No one was ever fired for choosing VMware).

Re: Broadcom to acquire VMware for $61B

#106
post #94

Earlier quoted context omitted.

This feels way too pessimistic, VMware got big before open source virtualization took off. I imagine someone could use docker instead of VMware in most cases, and if that's not possible then hire some people to make it so. Vendor lockin is a scary thing, the people who are really going to hurt here are mega super corps who are now going to have to pay out the nose. If you're a smaller company, you should be moving to…

It's not purely a case of vendor lock-in, but that shouldn't be downplayed too much. Virtualization is still very much applicable for the legacy applications which are still prevalent. New apps may run in containers, but it's not just a few big companies running ancient legacy software. When you refer to smaller company and mention docker, or open source, it's only those that are tech startups, or close to the field…

Then we have a market for a nice UI wrapper around Docker which provides a display render.

You can run Windows in a docker container so this would support legacy applications.

I'm not saying it's easy, but it's not insurmountable. If all else fails, Virtual box is open source

Re: Broadcom to acquire VMware for $61B

#107
post #74

Earlier quoted context omitted.

Maaaaaybe. I am not a fan of software patents but intellectual property laws are the only thing stopping Big Company A from just cloning Small Company B's product. At least now they have to go to the trouble of buying them. Of course, it goes both ways and laws often favor the strong against the weak. But it is not all one-sided.

> intellectual property laws are the only thing stopping Big Company A from just cloning Small Company B's product Is that really the case? Does it work? Isn't Instagram basically cloning TIkTok right now? and cloned Snap before that? Apple with Alfred, Spotlight, F.lux etc are also examples. Seems like for software, either patents aren't utilized or simply can't be enforced.

Instragram/TikTok/Snap aren't exactly novel ideas, the only valuable thing about them are the brands (also intellectual property but not what we are talking about).

I only know VMWare from its days as virtualization software. I would put money on them having had a bunch of patents on the specific techniques they used.

Software patents sometimes work out, sometimes not. If I were king of the world I wouldn't get rid of them but narrow the scope down to protecting specific implementations, none of this "Buying stuff of the internet" pantenting that invested the 00s.

Re: Broadcom to acquire VMware for $61B

#108
post #37

Ponders if it will payoff as an investment. Hyper visors are nowdays commodity. Workloads are moving from enterprise onsite datacenters to the cloud. Hyperscalers AWS,Google and Azure running the cloud are running work loads on Linux KVM kernel based virtual machines.

> Ponders if it will payoff as an investment. Hyper visors are nowdays commodity. Workloads are moving from enterprise onsite datacenters to the cloud. Hyperscalers AWS,Google and Azure running the cloud are running work loads on Linux KVM kernel based virtual machines.

It's not the lower level primitives here that are valuable from VMware, it's the higher level abstractions built on top of them that facilitate easier management and use by (relatively) less technical people.

You can give a "good at Windows" type technician a few hours of training and they can put together a usable vCenter deployment, including things like corporate SSO and such. They can drag and drop things around and it'll mostly work. And when things go wrong and this person is confused about what to do, they can call up support for help.

Obviously, this is centered on-prem, which is indeed shrinking - but a lot of orgs have a lot of investment in stuff running on site, and there are still plenty of cases where having e.g. lots of storage and enough compute to "process" it in some way physically close to office users can speed up their workflows.

Re: Broadcom to acquire VMware for $61B

#109

Enterprise software is such a mystery to me. I can't imagine any company ran by To me it just looks like older companies paying to keep from having to deal with Linux directly

I am the 37 year old CTO and co-founder of a company that pays VMWare something like that per year because we need an endpoint management solution. We have a strong engineering team but that certainly isn’t something we are going to build ourselves. VMWare is not just virtualization.

Re: Broadcom to acquire VMware for $61B

#110
post #82

Earlier quoted context omitted.

This feels way too pessimistic, VMware got big before open source virtualization took off. I imagine someone could use docker instead of VMware in most cases, and if that's not possible then hire some people to make it so. Vendor lockin is a scary thing, the people who are really going to hurt here are mega super corps who are now going to have to pay out the nose. If you're a smaller company, you should be moving to…

> I imagine someone could use docker instead of VMware in most cases, and if that's not possible then hire some people to make it so. It's been a few years since I've worked with bare metal, but doesn't Docker require a hypervisor for the containers? You could swap to KVM or Hyper-V, but transitioning an org's hypervisor on bare metal is a massive task any way you cut it.

No, Docker is not a hypervisor and doesn't use one unless you need to add one for security reasons; it uses Linux features to build containers. On the other hand, yes switching from virtual machines to containers it is likely to be a non-trivial workflow change and not something a company can do on a dime.
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