Comment Re:not quite (Score 1) 48
Thanks. That sounds sensible and doesn't contradict with what I understood.
It is also true the Virtualization space has been comoditized, there may not be a business in maintaining an enterprise class commercial software suite, and Broadcom's strategy of extracting the most revenue they can from a small group of customers who can't or won't transition off until they do eventually sunset the project is the right one
That's the question, though. If VMWare has enough value, and more importantly enough potential to develop more value, they could have sustained the business and wouldn't have had to do layoffs. If not, then the grandparent is wrong. I guess the evidence for that would be in terms of migration rates, previous revenue growth and revenue growth by close competitors. I was hoping the great grandparent had something serious to add. giving some evidence that Broadcom is wrong.
This is, BTW, the reason that I'd always strongly push for a proper FOSS solution if reasonable. When you get backed into a corner by a vendor, others will be backed into that corner too and there will be a way to escape. Not so possible with something like vmware.