"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?
Broadcom to acquire VMware for $61B
121–130 of 430 posts
Re: Broadcom to acquire VMware for $61B
#122Enterprise 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…
Re: Broadcom to acquire VMware for $61B
#123Earlier quoted context omitted.
If intellectual property (specifically software patents) were weakened, this would be less of a problem, right? Companies don't buy companies, they buy IP, as I understand it.
No, not in the software industry. Nothing VMware has in pure IP is that special. I can’t think of any of the big tech companies that even use VMware. Broadcom is paying for the huge enterprise customer base, sales and support connections, mindshare, and engineering org that has proven adaptable to market demands.
Re: Broadcom to acquire VMware for $61B
#124Enterprise 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
Re: Broadcom to acquire VMware for $61B
#125Earlier quoted context omitted.
If intellectual property (specifically software patents) were weakened, this would be less of a problem, right? Companies don't buy companies, they buy IP, as I understand it.
No, not in the software industry. Nothing VMware has in pure IP is that special. I can’t think of any of the big tech companies that even use VMware. Broadcom is paying for the huge enterprise customer base, sales and support connections, mindshare, and engineering org that has proven adaptable to market demands.
You are quite wrong…
Re: Broadcom to acquire VMware for $61B
#126Can we like... stop building these ginormous conglomerates? Thanks.
We can but asia won’t. We can stop and let Asian tech giants eat us alive.
Re: Broadcom to acquire VMware for $61B
#127Earlier quoted context omitted.
If intellectual property (specifically software patents) were weakened, this would be less of a problem, right? Companies don't buy companies, they buy IP, as I understand it.
No, not in the software industry. Nothing VMware has in pure IP is that special. I can’t think of any of the big tech companies that even use VMware. Broadcom is paying for the huge enterprise customer base, sales and support connections, mindshare, and engineering org that has proven adaptable to market demands.
Re: Broadcom to acquire VMware for $61B
#128Earlier 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…
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 Doc…
Ether figure it out now, or in 2 years when VMware starts to suck.
Then again, all the big companies I know put things off until the last moment.
If I was a better developer I'd be putting together a project right now that allows you to run all your happy legacy Windows software with Docker.
Shouldn't be hard to raise a bit of funding for such a project assuming you have the right background.
Re: Broadcom to acquire VMware for $61B
#129Enterprise 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
#130Enterprise 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.