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Broadcom to acquire VMware for $61B

reuters.com

111–120 of 430 posts

Re: Broadcom to acquire VMware for $61B

#111

"to speed up its expansion into the enterprise software business." Why does a chipmaker want/need to expand into enterprise software? Shouldn't they be expanding to making different chips?

IIRC Broadcom was sold to an equities group some years ago, so it's not really broadcom the chip manufacturer...but rather an investment company for tech

Re: Broadcom to acquire VMware for $61B

#112

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

We did the math at my previous employer. The cost of running OpenStack, in terms of training and day to day operations was higher than just paying VMware their licens fee. We even had a guy from RedHat help us do the cost analysis, didn't matter, cheaper to just pay VMware. This didn't even include the cost of doing the migration.

I can't imagine it being cheaper to build everything yourself on top of just plain KVM, or even LXC.

Re: Broadcom to acquire VMware for $61B

#114

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

As someone who works in the MSP space, Enterprise basically runs this country from a business perspective. I'm not even kidding.

Microsoft has a monopoly on Corporate Domains/OS as it is.

Re: Broadcom to acquire VMware for $61B

#115

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

Whether or not those specific companies are good deals absent legacy requirements, how many engineers can you hire for that $100K+ to DIY? And how are you going to convince your auditors that you're taking appropriate steps to mitigate your risk? Companies broadly need to make build vs. buy decisions about a lot of things and they should generally be pretty selective about what they build.

Re: Broadcom to acquire VMware for $61B

#116
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 hypervisor for cgroups (docker & friends), no. Which is why something like LXD/LXC outperforms hypervisor virtualization by quite a bit.

I was on a team that ran performance critical stuff for a reasonable sized ecommerce business - moving from vmware to bare metal was fantastic on every level from api’s to performance and reliability.

The enterprise spirit is stong in vmware.

Re: Broadcom to acquire VMware for $61B

#117
post #68
post #50

Earlier quoted context omitted.

Big companies are starting to learn that free open source can be supported in house, in some cases it is even cheaper, but in others the flexibility of being in control of when a much needed by only you feature is developed is a big deal. Open source also is never acquired and the price jacked up to beyond the worth but they are forced to pay the price anyway because they can't get off before their license expires.

> Big companies are starting to learn that free open source can be supported in house Sure but the problem here is can you find and retain the people who can do that work, if you are a big lumbering "un-interesting" company where tech is not your core focus? In most cases the answer is "no". There's a reason major software vendors provide professional services. If their customers could reliably hire and (most importa…

>There's a reason major software vendors provide professional services. If their customers could reliably hire and (most importantly) retain experts on their own, they wouldn't need professional services.

This. As a tech person with decades of professional services experience in the tech space, I couldn't agree more.

Generally, there are three reasons why corporate entities hire professional services (this isn't limited to tech stuff either):

1. There's a specific need for design/implementation expertise where FTEs are either not readily available or are unnecessary once the implementation is complete;

2. The internal group in favor of a particular technology/implementation wants/needs validation from "experts" to get full buy-in from management;

3. Professional services are brought in to "validate" existing project plans/implementation details as a CYA against project failure (e.g., "the consultants told us this was the way to go. They were wrong, not us.") which (both bringing in consultants and project failure) happens a lot more often than you might think.

Re: Broadcom to acquire VMware for $61B

#119
post #84

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

Just for a second, imagine a company that isn't a software company, but needs software to run its business. Think manufacturing, logistics, shipping, construction, food (industrial scale egg production, for example) etc. There's a lot of companies like that out there...in fact it's almost all of them. Those companies run all their boring, essential software (accounting, ERPs, etc.) on VMWare, Oracle, Azure, etc. Sinc…

Sounds like a tax for stupidity and laziness, like AWS. This is how I feel about most B2B companies and software. I wonder how a recession and the end of free funny money will change that whole sector?

Re: Broadcom to acquire VMware for $61B

#120
post #84

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

Just for a second, imagine a company that isn't a software company, but needs software to run its business. Think manufacturing, logistics, shipping, construction, food (industrial scale egg production, for example) etc. There's a lot of companies like that out there...in fact it's almost all of them. Those companies run all their boring, essential software (accounting, ERPs, etc.) on VMWare, Oracle, Azure, etc. Sinc…

Exactly. Most "enterprise" software competes with a team of 3 doing it all in excel. At this rate, $100k/yr is a bargain.
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