41–50 of 430 posts
Can we like... stop building these ginormous conglomerates? Thanks.
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.
"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?
In 2021 Broadcom semiconductor revenue was $18.8B out of $27.5 billion. Broadcom has a large portfolio of enterprise software offerings. The web page for their software offerings is at https://software.broadcom.com/ . The interesting thing you'll notice is that they do not list any specific software they offer (e.g. Symantec for enterprise security, which by the way is separate from Norton now). Rather they sell you…
The cool thing about UTM is that it runs hardware virt and emulation, so you can run x86 on M1, which Vmware Fusion cannot do.
Ponders if it will payoff as an investment. Hyper visors are nowdays commodity. Workloads are moving from enterprise onsite datacenters to the cloud. Hyperscalers AWS,Google and Azure running the cloud are running work loads on Linux KVM kernel based virtual machines.
Earlier quoted context omitted.
Because they want something that’s not affected by the chip shortage.
No, that is just incorrect. Please don’t speculate if you don’t know what you’re talking about.
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.
Consolidation in mature markets inevitably happens.
Ponders if it will payoff as an investment. Hyper visors are nowdays commodity. Workloads are moving from enterprise onsite datacenters to the cloud. Hyperscalers AWS,Google and Azure running the cloud are running work loads on Linux KVM kernel based virtual machines.
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.
Do these type of transactions ever end up well for either the acquirer or the acquired company?
I have no idea if the 1 in 4 number is correct, but it feels reasonable.
Earlier quoted context omitted.
No, that is just incorrect. Please don’t speculate if you don’t know what you’re talking about.
I think you misunderstand the point of HN, that is basically the only thing that occurs here.
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.