Re: What strategy
Broadcom only saw the balance sheet and didn't understand the business. At the end of the day, their products are centered on running applications on x86 operating systems, and that's nothing special. Outside of the first few years when they were pretty much the only game in town for x86 virtualization, vmware's products have never been their competitive advantage. It was everything around it... from their own sales and support teams, brand recognition, the ease of purchasing their products, consultants, third-party backup tools, service providers that didn't mind paying the vmware tax, storage vendors that knew they could sell a hundred thousand units because their products were vmware-certified because hundreds of thousands of businesses ran vmware. Broadcom killed all that day one. The world that was built around vmware can't be sustained on those 500 customers Broadcom wanted to plunder and pillage.
The winner in all of this will be determined by the companies that make backup software.