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Broadcom to acquire VMware for $61B

reuters.com

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Re: Broadcom to acquire VMware for $61B

#151

Post by sbf501 »

buro9 wrote: post #144
MrBuddyCasino wrote: post #129

Earlier quoted context omitted.

whats an „endpoint management solution“

Compliance based stuff... "do you trust this machine to access your network/services/applications and execute these commands?" https://www.crowdstrike.com/cybersecurity-101/endpoint-secur... (the VMWare owned product isn't CrowdStrike, that just had the best SEO page with a clear description. VMWare have Carbon Black which is the other dominant player in this market https://www.vmware.com/uk/products/whats-new/carbon…

That's really interesting. So a company would hire Crowdstrike/VMWare, and say "here's all these endpoints, make sure they are secure"? And then CS/VM would provide the service to manage the assets and their connectivity? Ka-ching. I would not want to spin up an IT team to do all of this if I could hire some experts with concentrated knowledge.

Re: Broadcom to acquire VMware for $61B

#152

Post by xbar »

JohnJamesRambo wrote: post #119
ghc wrote: post #84

Earlier quoted context omitted.

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?

Small companies will fail and vanish. Large companies will layoff employees and reinvest in technology to leverage the ones that remain. B2B software companies would do well to retain existing developers and grow their teams if possible to meet scaling demand and cover feature gaps in existing product lines as part of normal business.

One part of the dynamic, simplified: big companies can show quickest cost savings by laying off employees; this satisfies anxious shareholders during the bumpy times by suggesting that management is wiling to make "hard decisions." Such companies cannot quickly re-tool their technology stacks nor renegotiate 3-year software contracts. B2B companies tend to do very well as long as they are not solely focused on their startup/growth/pre-IPO customers, who get hit hard.

Here are some arguments for post-downturn tech growth: 1981 and the use of the PC + Lotus/WordPerfect/BASIC for efficient local compute 1990 and the surge of the LAN to replace centralized IT 2001 and the swell of SaaS 2008 and the swell of cloud 2022 and the .....

Re: Broadcom to acquire VMware for $61B

#153

Post by [deleted] »

nicoburns wrote: post #65
streblo wrote: post #51

Earlier quoted context omitted.

Is there an antitrust case to be made here? Antitrust means a lot more than just 'big company'.

You seem to be asking if there is a case within current legislation. Whereas the parent is suggesting that more cases ought to be covered by future stricter legislation (which could at least in principle be as simple as "big company").

[deleted]

Re: Broadcom to acquire VMware for $61B

#154

Post by marcus0x62 »

MrBuddyCasino wrote: post #129
numlocked wrote: post #109

Earlier quoted context omitted.

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“

They are almost certainly talking about Airwatch, which is a mobile device management solution (allows an employer to set restrictions on BYoD endpoints.) It might be a reference to Carbon Black, which is kind of like an antivirus client with some forensics capabilities added in.

Re: Broadcom to acquire VMware for $61B

#155

Post by jve »

mrweasel wrote: post #112
unabridged wrote: post #52

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,…

Working in a Data Center, we provide various services, including Dedicated Cloud and Shared Cloud. We also evaluated OpenStack years ago... yes, we came to the same conclusion and just use VMWare.

Re: Broadcom to acquire VMware for $61B

#156

Post by unixhero »

unabridged wrote: post #52

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

The fat bosses above me get more cred by buying something expensive and ha ing everything outsourced, than doing something brilliant and inventing the future. This is the reason for it. I'm this way the fat bosses are left alone and can go home to their families, go on holidays, cabins and whatnot with not a gram of risk and uncertainty.

Re: Broadcom to acquire VMware for $61B

#157

Post by t3rabytes »

sbf501 wrote: post #143
numlocked wrote: post #109

Earlier quoted context omitted.

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.

Grove.co is a great example because it is totally not a software company. Is your role as CTO primarily the ERP & storefront, or just one or the other? I'm not following what you mean by endpoint (other than "storefront" because ERP would all be a SaaS right?)

endpoint being employee devices, probably (via vmware's workspace one product)

Re: Broadcom to acquire VMware for $61B

#158

Post by jnovek »

unabridged wrote: post #52

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

Presuming for a moment that you’re under 40 for the sake of conversation:

Have you ever considered the other way around? That is, “What changes with age that would make someone over 40 prefer outsourcing a problem to an enterprise?”

It’s possible that this trend is a result of a different perspective.

Re: Broadcom to acquire VMware for $61B

#159

Post by dangerboysteve »

MrBuddyCasino wrote: post #129
numlocked wrote: post #109

Earlier quoted context omitted.

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“

usually cell and mobile device but can also include computers. Being able to push out software, policy updates, provisioning and remote wiping of devices.

Re: Broadcom to acquire VMware for $61B

#160

Post by ProAm »

unabridged wrote: post #52

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

One thing you are paying for is maturity (in both software and the engineers) and predictable behavior. When you need to run a business sometimes (almost all the time) it's easier to pay people to get out of your way so you can execute. Execution is everything in running a successful and profitable business. Don't be penny foolish.
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