In the words of\xa0 CUBE analyst and former CTO David Nicholson, Broadcom buys old cars. Not to restore them to their original beauty\u2026nope\u2026they buy classic cars to extract the platinum that\u2019s inside the catalytic converter. Broadcom\u2019s planned $61B acquisition of VMware will mark yet another new era for the virtualization leader, a mere seven months after finally getting spun out as a fully independent company by Dell. For VMware this means a dramatically different operating model, with financial performance and shareholder value creation as the dominant and perhaps sole agenda. For customers it will mean a more focused portfolio, less aspirational vision pitches and most certainly higher prices.\xa0
In this Breaking Analysis we\u2019ll share data, opinions and customer insights about this blockbuster deal and forecast the future of VMware, Broadcom and the broader ecosystem.\xa0