* Posts by CraigMac

1 publicly visible post • joined 18 Feb 2025

Fear of the unknown keeps Broadcom's VMware herd captive. Don't be cowed

CraigMac

Re: Naive

Coming from the migration business, I agree with you. The conscious and subconscious resistance to change is far stronger than people understand (especially management).

To push a significant IT change takes a massive commitment and strong will from management to overcome the friction and inertia of staying as is.

Broadcom is banking on that and is trying to balance raising the price (margins) as much as they can against losing customers. When they needlessly threw the VMware reputation to the side, they made it clear Customer Sat and Vendor Stability are now at the bottom of their priority list. I don't see any way they can recoup their investment.

I think they've turned the knob much too far, and I'd be surprised if they keep half of their market share in two years.