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Broadcom to acquire VMware for $61B

reuters.com

121–130 of 430 posts

Re: Broadcom to acquire VMware for $61B

#121

"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?

Why not both? There's no reason NOT to get into enterprise software. You have hundreds of sales people selling chipsets to enterprise and you're telling me it would be dumb not to have them increase their attach rate?

Re: Broadcom to acquire VMware for $61B

#122
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…

Because Linux is fun! /s

Re: Broadcom to acquire VMware for $61B

#123

Earlier 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 don't have to think, you can just browse their list, filter by industry, and have fun as you will:

https://www.vmware.com/company/customers/index.html#

Re: Broadcom to acquire VMware for $61B

#124

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

There is a whole world outside of silicon valley, crypto, and HN startups. There are huge companies that don't care a fart about open source, the newest buzzwords, or it's go/rust/java or c++. They want something they can get a full solutions from and that is companies like vmware, oracle, IBM, Dell. They want support from those corps when things fail and it's costing them millions of dollars per hour when the system breaks.

Re: Broadcom to acquire VMware for $61B

#125

Earlier 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.

> I can’t think of any of the big tech companies that even use VMware.

You are quite wrong…

Re: Broadcom to acquire VMware for $61B

#126

Can 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.

I may have missed something but hasn't China recently demonstrated that it absolutely is not willing to let its tech giants get too big and powerful. Take a look at what has happened with BABA.

Re: Broadcom to acquire VMware for $61B

#127

Earlier 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.

Uh, except everyone that uses VMWare, which is a massive list.

Re: Broadcom to acquire VMware for $61B

#128

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…

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…

You can run Windows in Docker.

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

#129

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.

whats an „endpoint management solution“

Re: Broadcom to acquire VMware for $61B

#130

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.

I'm in a senior position but not CEO. I'd pay VMware for virtualization as it just works compared to the complexity of opensource solutions. For endpoint mgmt, I'm curious about your use case? Is it about managing virtual endpoints in the cloud, on-prem servers (physical or virtual) or are you talking about laptops/workstations?
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