"during the VMware Explore user conference in San Francisco, Raghuram went on record to say the merger was on track and things were operating on a “business-as-usual” basis within the walls at VMware. “Our employees know what the roadmap ahead is... — read more
NVIDIA and ARM
Merge starting to look more and more like the NVIDIA and ARM deal.
Offices
During the company meeting, many people on chat mentioned that most offices should be closed. Which large office do you think will stay or close after acquisition. Wondering if they’ll keep Palo Alto
Can we cut the SCSMs already?
Not sure how many of you have to work with these people, but I have never found them to bring value. And go…
How do you measure competence?
Imagine a canonical CEO of a canonical software company. It does not spend effort maintaining its internal infrastructure. Many things are crumbling. Many things are needlessly complicated, and getting worse. The CEO approves working on... — read more
Deal may not go through. Success rate is very less now
https://www.silverliningsinfo.com/multi-cloud/61b-broadcom-vmware-merger-probably-toast-says-legal-expert
Customer support
Is it a foregone conclusion that all positions that are in any way related to customer support will be outsourced once the acquisition goes through? I apologize if this was discussed before, I just found this board and I wasn't able to find any info... — read more
UK to start further investigation
It said on Wednesday that Broadcom had declined to offer any undertakings in the five-day period after it published its concerns, and it would therefore proceed to an in-depth inquiry, which can take up to six... — read more
It's been 20 years since I last filled out a job application
I just came across the section where they ask if they can contact my current employer, and I completely froze. With the current state of things and everyone being on edge, I'm really apprehensive about what could happen if my potential new employer... — read more
VMW customers reducing IB?
Just an informal straw poll here, but how many of you are seeing customers actively reducing their VMware IB's? It seems like I am hearing of more and more customers reducing their VMW licensing counts every quarter, and the numbers are starting to... — read more
Major cuts will take place in the first 6 months
77% of revenue is expensed to SG&A and R&D. R&D they cut out all the non core dev efforts to bring R&D to 10% of revenue vs. 25% today - so 60%+ cuts in that in the first 6 months. Lots and lots of BU and R&D staff gone - with a big shift from PA... — read more
The aftermath
With the likelihood of UK dragging this another 6 months for phase II and assuming all regulatory boards green lights the merge with UK being the last holdout, it will be around Thanksgiving and Christmas timeframe when Broadcom has to announce the... — read more
Nothing burger eh?
https://www.natlawreview.com/article/broadcom-acquisition-vmware-increasingly-unlikely-to-close?amp
If not Broadcom, then who?
Assuming the deal doesn’t go through, which company would be a better fit for us to merge with? I would guess MD already has a plan B with another buyer.
Just read the UK's CMA decision. My thoughts
First of all, I'm not a lawyer, these are my thoughts after reading the document. Second, it's only 5 pages, read it yourself here: assets.publishing.service.gov.uk/media/641adca28fa8f547c68029f6/Summary_of_Phase_1_Decision.pdf tl;dr: The CMA has... — read more
UK Watchdog Rules Against Broadcom’s $61bn VMware Buy
https://www-silicon-co-uk.cdn.ampproject.org/c/s/www.silicon.co.uk/cloud/virtualization/uk-watchdog-rules-against-broadcoms-61bn-vmware-buy-502997/amp
Does anyone in management actually know and understand business fundamentals?
It blows my mind, that management does not appear in the least to understand how to run a business. In a world of 'cheaper, cheaper, you must do it more cheaply', management seems completely oblivious. Everything that has been done, except hiring... — read more
The lack of transparency
I am disappointed with the lack of information we are getting. Is it too much to expect VMware to be more transparent about the acquisition?
Just pull your socks up and deal with it
Great message from the leader of CXS on his townhall. Surely that was the best way to answer a question about job safety and changing of someone's role. Let's just admit that S360 was a doomed project and move on vs making TAM's do something they... — read more
EUC at Broadcom
Given all the chatter, the general consensus right now seems to be that EUC will be sold off as part of the acquisition. What are peoples thoughts on this? Do you think it will be at close (as in, they already have/will have a buyer lined up) or... — read more
45% layoffs?
If acquired br BC, I heard from a senior director. List is ready according to him
Be honest on the survey
I know the survey is supposed to be anonymous. It isn't, of course. But I'm still being honest in the survey. They asked about the communication about the merger and I answered them honestly. Let's see if changes anything.
A breath of fresh air?
Reading someone's post here that AVGO will be a breath of fresh air made me laugh. Really? I don't know anyone who thinks that way.
UK CMA Decision
UK CMA came back today. Looks like they have given 1 week to present undertakings that address their concerns. otherwise it will go to a phase 2. https://www.gov.uk/cma-cases/broadcom-slash-vmware-merger-inquiry
How does this (upcoming) transaction make financial sense for BC?
If : VMware net income for the twelve months ending October 31, 2022 was $1.406B. (not revenue, income/profit we're talking). And BC is going to pay ~ 69B$. 1/2 stock 1/2 cash (they they presumably) have to take a loan for (at today's interests... — read more
Thank you to ...
Thank you to all the jingoistic management who hires not-even-nearly competent people in cheaper geographies. Thanks for not doing one thing to improve any of the crumbling and broken things around the company in your entire tenure. You have made a... — read more
Rejoining after layoffs
Is it possible to return to VMware after being laid off?
Another 2 SVPs have gone this week
So this week Julie Gonzales and Kit Beall have both left off their own back - big moves!
sh*tiest Role at VMware?
What role at VMware is dumped on the most? I think mine is up there as we cater to sales people who make a sh*t ton more despite us doing more heavy lifting on the deals. Any other volunteers?
What will day-1 look like?
After the deal closes, based on previous acquisitions, what will Day-1 look like? C-Levels/VP's gone day-1 or later? Immediate layoff notifications? PSO Immediately sold off? EUC Immediately spun off? @broadcom.com email address for everyone? Daily... — read more
WWKO is so fake this year
This is by far the crappiest WWKO I have ever seen...
Further delay. EU not happy
This will go on and on.. Another delay. The likelihood of this deal happening at all is getting less and less https://finance.yahoo.com/news/eu-watchdog-extends-deadline-broadcom-143132968.html
Enjoying the shitshow everyday
Fun days at vmware. Shitshow. Management chain incompetence is very visible nowadays. Kids are becoming managers with 15+ experience engineers reporting to them. Pieces of S H I T. All over.
Hidden camera video of management in action
https://old.reddit.com/r/funny/comments/11q4avl/an_attempt_was_made/
VCF is a lost cause
The so-called big read "Easy Button" is anything but. Customers take on far more problems than they solve when they choose to go with VCF. Dealing with bugs, component compatibility, upgrades, and siloed support is a nightmare. Customers are much... — read more
Vegas SKO disgusting.
Typical - management spend the company money in a drink fuelled party in Las Vegas whilst us ICs keep the ship afloat. This company make me sick!!
Tech is a joke right now
https://www.cnbc.com/2023/03/10/silicon-valley-bank-is-shut-down-by-regulators-fdic-to-protect-insured-deposits.html https://twitter.com/TheRealCorpBro/status/1634210020954099712?s=20 I bet Hock Tan wishes he could reduce the buy price for VMW... — read more
Demotivation
What internal things demotivate you on a regular basis?
The Value of Tanzu
With all the recent leadership departure of Tanzu, does anyone actually believe that Broadcom will see value in it?
Magoo with the BS again
"We will continue to communicate as the regulatory bodies issue updates" Uh, Magoo? When is the last time this company said anything about the merger, other than "ignore it and keep working?" They said nothing about the EU warning. They said... — read more