I thought that was a professional, balanced article.
Broadcom have an overarching strategy which is to invest in sticky products and concentrate on the tiny percentage of big spending, strategic customers.
Broadcom will invest heavily in development, but only in fearures that its strategic customers want.
Non-strategic customers will be outsourced to partners and are, essentially, along for the ride.
Broadcom are very good at integrating acquisitions. They just get on with it, break some eggs and clean up later. They are happy to make some mistakes in exchange for speed of execution.
As Hok Tan said at the keynote, Broadcom are serious business people. He meant that. He's not interested in being liked and, since Broadcom are one of the biggest companies in the world by market cap, nobody is going to get it to change strategy.
Biting the hand that feeds IT
