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Broadcom to acquire VMware for $61B

reuters.com

251–260 of 430 posts

Re: Broadcom to acquire VMware for $61B

#251
post #186

Earlier quoted context omitted.

So he Jack Welched his own corporation?

Jack Welch and his students turned companies into steaming piles of crap, not gold. GE, Boeing. A few people walk away with riches, however.

Good to hear that Dell’s schemes haven’t done the same to his own company. Would it be more accurate to draw a comparison to Masa Son? An entrepreneur in tech who ended up playing high stakes financial games with his company’s own money.

Re: Broadcom to acquire VMware for $61B

#252
post #196

For anyone who doesn't know, VMware has doubled down in open source in the past 3 years, especially Kubernetes. I don't think Broadcom really understands how investment in open source works or for that matter cares. Half of my org of ~500 engineers works on upstream projects. Disclaimer: Current employee of VMware

I would be mildly interested in a 5 minute pitch of what VMware is offering these days, it's been 15 years since I've touched any of their products and the way they were doing things then really seems like it is becoming increasingly irrelevant so what have they been doing instead? It looks like my vague guess of "the same but also on top of cloud providers" seems to be about right given a quick glance at their websi…

They still make the best virtualization software for OSX. I use it daily to run desktop Linux on OSX. Video drivers seem to be having a tough time with Electron apps these days, sigh.

Re: Broadcom to acquire VMware for $61B

#253
post #134

Earlier quoted context omitted.

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.

China doesn't care about the size of companies. Alibaba ran into political problems because they wanted to compete in an industry with established players with strong relations to regional governments and different parts of the CCP.

Source?

Re: Broadcom to acquire VMware for $61B

#254

Earlier quoted context omitted.

Given the situation of Docker, it doesn’t look good for the monetization of Kubernetes, or am I missing something (I‘m not too familiar with Kubernetes)?

The cloud vendors, that cooperatively are building Kubernetes, are making bank off of Kubernetes. Kubernetes is fine.

Multi billion dollar businesses. Just look at AWS EKS.

Re: Broadcom to acquire VMware for $61B

#255
post #140
post #132

Earlier quoted context omitted.

> Sounds like a tax for stupidity and laziness I pay a barber to cut my hair. Sure, I could learn how to cut my own hair, but there's a good chance I'll spend a lot of time and still mess it up. I pay a mechanic to fix my car for serious repair. Sure, I could learn how to replace a transmission, but there's a good chance I'll spend a lot of time and still mess it up. If these (and the endless examples of paying profe…

> I pay a barber to cut my hair. Meaningless analogy. Here some other meaningless analogies: Why would anyone ever own a frying pan? Not only do you need to rent a stove, you also need to hire a chef to cook with frying pan, you need a station with chefs that prep ingredients and so on. Just go to a restaurant. You pay a mechanic to fix your car? Why would anyone ever own a car when you can rent a car whenever you ne…

Actually, I seriously have been thinking about not owning a car ever again. We are the typical two car family. But I went a year without a car and I still go weeks on end without a car when my son needs it.

Uber is actually cheaper for me than a car + insurance + maintenance. I work from home. I’m going to give my car to my son when we move.

When I need to see my parents 200 miles away, I can hop on a small plane for $300 round trip and just work from there for a week.

Re: Broadcom to acquire VMware for $61B

#256
post #186

Earlier quoted context omitted.

Jack Welch and his students turned companies into steaming piles of crap, not gold. GE, Boeing. A few people walk away with riches, however.

Good to hear that Dell’s schemes haven’t done the same to his own company. Would it be more accurate to draw a comparison to Masa Son? An entrepreneur in tech who ended up playing high stakes financial games with his company’s own money.

No one is as much of a gambler as Masa Son. Masa is not particularly evil or scheming - he is just nuts.

Re: Broadcom to acquire VMware for $61B

#257

Probably an insignificant detail when considering the entire portfolio of subsidiaries and services under VMWare, but I guess there are some pretty notable projects included in this acquisition. Especially from the Pivotal portfolio such as RabbitMQ, GreenPlum, Spring, Hibernate, etc... although I'm sure most here couldn't care less about Spring related projects.

We are a tiny bootstrapped startup. Spring is critical for us and we rely on RabbitMQ. This news is concerning to say the least.

Re: Broadcom to acquire VMware for $61B

#258
post #64
post #63

Earlier quoted context omitted.

The EMC purchase of VMware was probably one of the best tech acquisitions of all time. At least financially. You can reasonably argue whether VMware's overall trajectory was better or worse as a result; in any case, most of the original leadership team ended up departing.

Someone knew something - that's an insanely low valuation for a major player in the (then just starting) virtualization market. But at the time virtualization was considered as something "to keep that old Windows NT server/software running" - not foundational for all cloud services ever.

> Someone knew something

A broken clock is right twice a day, and even EMC CEO Joe Tucci was right once in his lifetime.

But don't look at his other acquisitions.

Re: Broadcom to acquire VMware for $61B

#259

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

Hire one person less and you've already broken even. Applies just the same to to any managed service on the cloud, to Outlook365 instead of your own email server, etc.

And when you outsource it - you make finding that next one person someone else’s problem. I’ve had to hire that “one person” before. It’s a pain. And while we were looking for that one person, I had to juggle my day job (software development) with net ops.

Yes I know how to do app dev + cloud Net ops, it’s kind of my thing.

Re: Broadcom to acquire VMware for $61B

#260
post #228

Earlier quoted context omitted.

I would be mildly interested in a 5 minute pitch of what VMware is offering these days, it's been 15 years since I've touched any of their products and the way they were doing things then really seems like it is becoming increasingly irrelevant so what have they been doing instead? It looks like my vague guess of "the same but also on top of cloud providers" seems to be about right given a quick glance at their websi…

They have this VMware Tanzu platform which is like Red Hat Openshift. A heavily customized application packaging , deployment management solution on top of Kubernetes. It can be deployed on any cloud and on-prem DCs. So kinda multi cloud bet. They are selling it in a big way.

They also offer tanzu as on prem cluster where you can somehow use kubernetes to provision kubernetes virtualised kubernetes clusters.
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