#1-Ranked Industry Analyst Patrick Moorhead's first impression of Broadcom acquiring VMWare was negative. Broadcom CEO Hock Tan has been communicative, often indirectly responding to pointed criticism. That should be very positive for VMWare customers, its ecosystem, & Broadcom shareholders.
that both companies had underinvested with product lines that were not ready for the cloud. I agree with this assessment. CA and Symantec’s offerings pre-acquisition were not compellingor prepared for the cloud future. Tan saw the opportunity to invest in areas where customers would find profitable dollars, and he shifted the company in that direction.
, “I see Tanzu as a strategic part of the VMware software portfolio, and it will remain that way as we move forward within Broadcom.” Any questions on this one?are very clear that the world is multi-cloud, and that’s where the short- and long-term R&D spending will go. I think this is the big Broadcom opportunity.In a former life, my company supplied datacenter CPUs to the largest cloud hyperscaler on the planet. In Dot Com 1.
This is where VMware comes into the picture. In my years of assessment on hybrid, multi-cloud, I see VMware as potentially one of the big winners of the cloud era. I know for sure the future is hybrid, multi-cloud, but it is not being done efficiently, and IT needs tools and services to simplify it and make it less costly.
CA and Symantec had outdated technologies- VMware does not and Broadcom expects to approach the situation differently, as Tan, by “fostering an environment of growth and innovation and aligned with our customers’ priorities.”
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