Ray Dalio explains the Chinese position on Taiwan https://youtu.be/xK5TV-HnAp0?si=VwQ2dL5QuoMJjON7 All you semiconductor folks should look at this. Buffet invested in TSMC and immediately pulled out. He never does that.

Why didn’t the merger agreement simply involve 50% cash and 50% Broadcom stock instead of allowing people to choose? This way, there would be no election, no block of selling. Just execute the conversion when the merger happens, and people can sell... — read more 

It is very much up to China to give the final approval by next week expected ard Tuesday or Wednesday. If this doesnt happen, since it is a shorten week the board will need to meet up on Nov 26th or after to extend the intent of both companies to... — read more 

So let us keep waiting and it will end SOON.

Shareholders should together pursue a material adverse affect lawsuit against Broadcom and sue for not only the termination of the deal and force VMware to exit, beyond the 1.5B in termination fees paid to vmware but for losses incurred for all... — read more 

It is time to move the ball. The idle disgrace is untenable. Patience is not free.

Either way at this point..... just get it done/not done!!!! FfS. Leave us get on with our lives????

[SCENE START] INT. OFFICE - DAY RAGU, a middle-aged man with a haggard appearance, sits nervously across from HOCK, a stern-faced man in his late 50s. RAGU (Pleading) Hock, I know I've made a lot of mistakes. I've been a terrible CEO. I've let... — read more 

The email Magoo sent out this afternoon really provided a lot of clarity on where things stand. Grateful it was sent.

Did you not hear the official line? Octane said he got all necessary approvals. Don's listen to rumors. If Octane says he got all approvals, that means it's a done deal! If Octane says China's approval is only slightly delayed for bureaucratic... — read more 

We have around 4 working days maybe less with Thanksgiving to close the deal. Right now it's looking unlikely it will close by the deadline date. It's highly unlikely both parties will walk away from the deal, they are too far invested and can't... — read more 

Why is everyone against Magoo when Pat Gelsinger was CEO between 2012 and 2021 and considered to be an hero? One of the best CEO of the world? Is he now doing miracles in Intel been surpassed even by AMD/TSMC and still saying that RISC processors... — read more 

As you know, Chinese economy is suffering badly due to unprovoked sanctions and bullying from America. Broadcom is led proudly by Hock Tan who is ethnic Chinese. I see a lot of cruel and degrading posts about both China and Hock Tan here. This goes... — read more 

I'm currently working a core product in GSS and I haven't actually worked a case in 4 weeks now lol

Between people outside VMware yelling at VMware employees for being lazy (we’re not in general) and other junk we have to sift through, I have one question: where is the leadership? I have seen the CIO’s office emptied out, and have heard many are on... — read more 

Broadcom's strategy doesn't prioritize innovation; instead, they rely on reducing VMware's costs to generate funds. Their growth primarily stems from acquiring companies rather than fostering innovation. For instance, if the VMware deal... — read more 

I was laid off before and received severance. While that layoff came as a surprise to me and was quite devastating personally, at-least I got severance that saw me through a few months. Over here, especially for India employees, the severance plan... — read more 

No talk about relieving pressure on chip sanctions. In addition, only one or two CEOs are in the position to stick it to China, HT is the leader of that short list. ... — read more 

https://www.crn.com/news/cloud/broadcom-vmware-deal-hinges-on-whether-chinese-president-xi-is-happy-with-apec-summit-analysts

The day after putting on the show of smiles and habdshakes, US is showing signs on not relenting on what Xi called "tech containment" against China. Considering Broadcom's ties with China, and especially its Singaporean origin via Avago, Hock Tan... — read more 

This is a serious question that I asked on the day the acquisition was announced. I asked myself early on knowing how Broadcom operates (I have friends that have worked there) whether existing Broadcom resources were going to be a capable of... — read more 

Some ops engineers were very responsive before, but now they just stopped responding to emails...

“I was told that many American people, especially children, were really reluctant to say goodbye to the pandas, and went to the zoo to see them off. I also learned that the San Diego Zoo and the Californians very much look forward to welcoming pandas... — read more 

So this is some wild a-s stuff. You might wanna read that whole article to learn about Michael Dell vs Carl Icahn feud. Key highlights MD mocked Icahn's portfolia return on investment and commented "What is the opposite of Play Nice But... — read more 

Every single institution that holds VMW does so because they believe the merger will happen. If they thought it wouldn't, the price would not be above $142.50. Today VMW price is above $142.50, and AVGO is down. This is generally what happens to... — read more 

I want to dump my VMW stock NOW. Yet I cannot. Maybe such an action would turn out to be a bad idea. Maybe a great move. Hindsight will tell.... or at least it WOULD if I were able to dump the shares. How is this legal? What might the SEC have... — read more 

She cares about VMware!

Someone with charism.. Kit Colbert for example.

Here's the list of people who did sit at Xi's Table: Tim Cook, CEO of Apple Gina Raimondo, U.S. Commerce Secretary Nicholas Burns, U.S. Ambassador to China Stephen Schwarzman, CEO of the Blackstone Group Ray Dalio, founder of Bridgewater... — read more 

Unless he was sat right next to Xi at dinner, Hock Tan would have around 2 mins to explain his issues in an event like that over a brief introduction. Xi may just ignore it, forget the conversation or not pick it up with his advisors until he gets... — read more 

I've worked for VMW for 18 years. I started in an office we leased from Tibco. It was a pretty good place to work--though I've never been foolish enough to believe an employer is interested in anything other than how much money my work helps them... — read more 

Xi pretty much whined about how much the chip sanctions hurt and requested easing them as expected Biden in response pretty much threw middle finder his way (and Broadcom's way) From CNN: In one exchange about restrictions the US has applied on... — read more 

vmw is still not mentioned as "suspend pending" on NYSE corporate actions page. https://www1.nyse.com/corporate-actions It has to be listed as pending for 10 days before closing. So, it means nothing is happening on or before NOV 26th.

Go, no go, or SOON?

Looks like Hock is at the dinner tonight with Xi https://finance.yahoo.com/news/apple-cook-blackrock-fink-among-002731889.html?guccounter=1

A couple weeks to go before this is all over the news as the worst attempt at MA in history. Hubris Don’t understand the company’s success Lack of people (mass exodus) Missing leadership/staff connection. Yup we got all four!... — read more 

Before leaving VMware, make sure you close any open issues with UnitedHealth claims. They're being targeted for a new class action, once again. Healthcare insurer fraud in America is a crime, but difficult to prosecute. VMware employees, protect... — read more 

How silly, that tons of our systems would be down, including customer facing sites? Get real. We don't have redundancy? The real reason the sites are "down" is because China approved the deal and they are cutting over the sites to the Broadcom... — read more