I wonder if VMware Fusion will get worse or better, because it got so bad I switched to Parallels. This was after being a customer for a long time.
Broadcom to acquire VMware for $61B
311–320 of 430 posts
Re: Broadcom to acquire VMware for $61B
#312Earlier quoted context omitted.
After being acquired by Avago, Broadcom ceased to be a single company. It’s a conglomerate of entities/BUs that are explicitly asked to NOT work cooperatively, so that each entity can be sold at moment’s notice if it doesn’t deliver the right financial results anymore. Chances are that the current leadership doesn’t care about how VMware operates, as long as it cuts enough costs to increase metrics that Wall Street c…
I was part of Symantec when we were acquired. I didn’t agree with all Broadcoms moves, but they empowered us to really cut the fact and focus on what we were good at.
I was very surprised when the product quality went up, for the Symantec software I use.
Re: Broadcom to acquire VMware for $61B
#313Enterprise 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.
It may be my pure naivety about management software, but I assume it just consists of spreadsheets, forms, secure login, data storage, and simple queries. I cannot imagine anything with this combination that couldn't be implemented in Google Sheets (and workspaces, and a handful of other google cloud apis) for at most $20 a month per user.
Re: Broadcom to acquire VMware for $61B
#314Earlier quoted context omitted.
Those are non paid users https://www.computerworld.com/article/3637079/as-google-move... > As of March 2020, there were 6 million paid customers, according to Google’s most recent publicly available stats.
Ah, I misread their announcements. There's still supposedly over 2 billion users of these services. Its not a small project with a niche client set where absolutely nobody pays. Reader was popular, but not 2 billion users popular. How many people do you think really used Allo? Its really not in the same space as the many products they've killed.
It matters because Microsoft uses its much larger paying installed based to support a slew of first party and third party companies to provide “enterprise support”. They have hundreds of people in sales that report back to MS what large enterprises want.
People on HN don’t grok “the enterprise”.
I mentioned in another post, that even though I work for $BigTech, I work in the cloud enterprise consulting space (not Azure). Dealing with the enterprise is a completely different beast than dealing with other tech companies. Microsoft has almost four decades of experience in the space.
Even on the personal side, I would much rather deal with MS for my one lonely 5 person Office365 subscription than Google support.
Re: Broadcom to acquire VMware for $61B
#315I have a very different view on this purchase, and I f my thesis is right, then it just might be the best move ever ( Michael Dell has certainly won again with this deal.) Here is my vie, VMware has become the OS of the private cloud. Sure Linux based, but from an enterprise perspective, VMWAre is closer to the HW than any other OS. Considering that Broadcom is a HW company, and that they are looking to fend off Qual…
Who's Tim?
Re: Broadcom to acquire VMware for $61B
#316Earlier quoted context omitted.
After being acquired by Avago, Broadcom ceased to be a single company. It’s a conglomerate of entities/BUs that are explicitly asked to NOT work cooperatively, so that each entity can be sold at moment’s notice if it doesn’t deliver the right financial results anymore. Chances are that the current leadership doesn’t care about how VMware operates, as long as it cuts enough costs to increase metrics that Wall Street c…
I was part of Symantec when we were acquired. I didn’t agree with all Broadcoms moves, but they empowered us to really cut the fact and focus on what we were good at.
Cut the fat, I think you mean.
Not sure if that was a typo, eggcorn, or pun on truth and fiction post-acquisition...
Re: Broadcom to acquire VMware for $61B
#317Earlier quoted context omitted.
Pairing virtualization software tech with hardware chipsets that directly support it seems like a good plan.
I think this is the play. They can create or influence standards that favor their new position - build vertical integration where others in this space cannot.
Absolutely not.
You’re thinking that Broadcom acts as a company with a technological vision. This is a totally not the case and the CEO is very open about that.
Today’s Broadcom is a company that optimizes the financial performance of technology assets.
There are no long term plans.
Re: Broadcom to acquire VMware for $61B
#318Earlier quoted context omitted.
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.
Hmm.. EMC (which essentially was Smoking Joe T as the CEO for most its limelight years) did quite well with acquisitions, Data Domain, Isilon, VMware and many more smaller acquisitions. They never bought a company to inherit their cash flow but saw an opportunity to invest and grow their business by adding their amazing sales machinery which was stellar as well.
Re: Broadcom to acquire VMware for $61B
#319Earlier quoted context omitted.
I can only hope they let VMware operate independently and continue growing like they've done in the past decade.
It is best to set your expectations extremely low for this type of acquisition. My personal opinion: Broadcom is _buying_ its way into the Enterprise technology space by hook or crook. When Broadcom acquires a company their M.O. is to immediately install finance-driven leadership and focus strictly on cost cutting measures coupled with accelerated profit-making endeavors. The only thing VMware employees have to look…
Bad mood i hope.
Should Broadcom do all those things, they run a substantial risk of degrading the products offered by VMware, which is a poor business decision.
Given the very profitable state of VMware, it's a lot more likely that they will only introduce minor changes.
Re: Broadcom to acquire VMware for $61B
#320Earlier quoted context omitted.
> KVM performance is orders of magnitude better than VMWare Do you have any sources for this? I worked at a company developing NFV appliances, we always had much higher network throughput on VMware than we did using KVM without using some type of convoluted vswitch alternative or PCI passthrough. VMware isn't just a hypervisor, it's an entire ecosystem of VM management and orchestration. You can tie it into AD, deleg…
colour me unimpressed. VMWare cheerleaders haul out openstack as their touchstone example of how hard VM's are in linux but forget that VMWare pales in comparison to what Openstack is, which is an entire full-stack cloud hosting provider with accounting, DNS, tenant metering and network delegation, and support for k8s. Start comparing VMWare against Proxmox, which is an out of the box solution anyone can use and incl…
You don’t grok “the enterprise”. Any CTO of a large company would feel much better about having VMWare behind them and their ecosystem than your proposed solution.
“No one ever got fired for buying IBM” applies equally to big enterprise SaaS providers and companies like Oracle, Microsoft, VMWare, Salesforce, etc.