Re: So, basically everyone is expecting VMware to die
Broadcom's strategy appears to be to split their customer by size into 4 tiers, then basically only care about the top two tiers of "Very Large" and "Humongous" customers. These have huge estates which will take time to move to an alternate product. In the VMWare case this is estimated to be about 600 companies globally.
Broadcom will soak these with price increases knowing that they can't move anywhere else anytime soon. If the smaller customers walk they don't really care as the bulk of the revenue comes from the big players. This is how they will cash in while slashing headcount and R&D.
Biting the hand that feeds IT
