![]() ![]() I would not expect significant changes for the simple reason that VMware has a large customer base. So as VMware grows bigger and bigger, our ability to do these inorganic moves is much greater in this combination.Ĭan partners expect the lucrative relationship to remain? And they have a history of doing inorganic acquistions very well. From a VMware perspective the reason why that is good is they have five times our market cap. ![]() They’ve reiterated their commitment to accelerating VMware’s multi-cloud strategy. They like VMware for the breadth of the portfolio and to make VMware the foundation of their current and future software assets. That gives Broadcom diversification to some degree as well. So you’ll have two equal-size businesses contributing to a $40 billion sized business. Broadcom will have a strong semiconductor business worth about $20 billion in revenue and a strong software business with about $20 billion in revenue. They want to buy VMware to get an infrastructure software business at scale, and this will become the platform for their future software efforts. They’re primarly a semiconductor company. ‘Make us feel good’ about the Broadcom deal.įrom Broadcom’s point of view, it is building a second leg of Broadcom’s business divisions. ![]()
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