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Do these type of transactions ever end up well for either the acquirer or the acquired company?
Do these type of transactions ever end up well for either the acquirer or the acquired company?
Oh no https://www.reddit.com/r/cybersecurity/comments/uxucz4/if_vm...
The vast majority of why people are VMware proponents is down to their virtualisation software. It's why we were big resellers for a while. But for the last few years, their own sales people have only wanted to talk about security products, quite plainly acknowledging stagnant growth in on premise virtualisation.
But virtualisation is in my view the only place they've made it big. You've just linked a Reddit post in /r/cybersecurity talking about security products and every reply is about how to replace ESXi. It'll be interesting to see how their future pans out.
If they invested instead a mere Billion into optimizing a fork of e.g. QEMU they would destroy VMware in performance.
Can we like... stop building these ginormous conglomerates? Thanks.
Companies don't buy companies, they buy IP, as I understand it.
Do these type of transactions ever end up well for either the acquirer or the acquired company?
If they invested instead a mere Billion into optimizing a fork of e.g. QEMU they would destroy VMware in performance.
This isn’t about the hypervisor. This is about the enterprise sales. A bank isn’t going to run their data center on qemu, regardless of the performance. They are going to go with the company that can sell them support contracts with dedicated engineers to answer the phone.
There's no reason the company selling them support couldn't be providing support for QEMU btw. If it met their needs otherwise I'm sure they'd consider it.
I gather they own Symantec as well, how did that go for them? $61bn is a full price to be paying at this stage of the market.
The ordering/renewal process was so messed up by the transition that for approximately 18 months it was almost impossible to get a quote or place an order, even to renew an existing subscription, long enough that Symantec started just giving out subscription extensions to tide people over until the order process worked again.